Long-Term Pick
DanStrategic investment insights and in-depth stock research. Focused on high-quality companies with long-term growth potential.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 92 | Founded | 2 years ago | Last Issue | 9 days ago |
| Active | |||||
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longtermpick.comLatest Issues
Micron Still at 6x Earnings: Peak or New Normal?
Paid subscribers got this analysis on Oct 04. Upgrade your subscription to get the next one early.
Micron Still at 6x Earnings: Peak or New Normal?
TL;DR: Micron (MU) is one of three companies that make most of the world's DRAM (the worki...
LTP Portfolio #003: September Overview, 8 of 9 Stocks in the Buy Zone
The portfolio lost 4.62% in September, mostly due to long-term interest rates. At the same time, 8 of my 9 stocks are now in their buy zones.
TL;DR: September was a weak month: the portfolio lost 4.62%, while the S&P 500 added 0.36%. YTD,...
Credo: 50% Consensus Growth for 24x Earnings
Paid subscribers got this analysis on Sep 18, when the price was lower. Upgrade your subscription to get the next one early.
Credo: 50% Consensus Growth for 24x Earnings
TL;DR: Credo (CRDO) sells the connections inside AI clusters: active...
Adobe: The Cheapest Software Giant on the Market
Adobe: The Cheapest Software Giant on the Market
TL;DR: Adobe (ADBE) makes the standard software for documents and creative work (Acrobat, Photoshop, Premiere) and sells marketing software to large companies. The Q3 FY2026 report was a bea...
Uber: 27% Consensus Growth for 20x Earnings
Uber: 27% Consensus Growth for 20x Earnings
TL;DR: Uber (UBER) is the world's largest ride-hailing and delivery platform. Over 200 million people use it at least once a month, across 70+ countries. The business is in its best shape ever -...
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