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Long-Term Pick

Dan

Your unique go-to source for strategic investment insights and in-depth stock analysis. Only high-quality stocks with high growth potential.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues84Founded2 years agoLast Issue10 days ago
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longtermpick.com
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Latest Issues

On Holding: 21.6% Growth for 17x Earnings

On Holding: 21.6% Growth for 17x Earnings

TL;DR: On (ONON) reported its highest gross margin ever and raised its margin outlook: 65.4% (best in sportswear), with full-year gross margin guidance raised to 65%. Still, the stock fell on weake...

10 days ago
9

LTP Portfolio #001: Introducing My Portfolio

The first monthly update: what I own, why 40% of it is in bonds, and where the money goes next.

TL;DR: Since December 2021, the portfolio is up +101.45% vs +67.48% for the S&P 500. That is +16.12% annualized with a beta of 0.95. Right now:...

16 days ago
7
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Reddit: 61% Growth, Priced for 20%

Reddit: 61% Growth, Priced for 20%

TL;DR: Reddit is the biggest archive of human conversation on the internet and is currently the fastest-growing ad platform on a large scale. The share dropped 21% following the Q2 report and has fallen 3...

17 days ago
11
5

Microsoft: 43% Azure Growth, Priced for a Slowdown

Microsoft: 43% Azure Growth, Priced for a Slowdown

TL;DR: Microsoft is the enterprise software monopoly plus the fastest-growing hyperscaler. The stock is down 11% in a year, yet Azure just crossed $100B in annual revenue growing 43%. Cont...

24 days ago
15

NVIDIA at 21x: The Cheapest AI Leader in Five Years

NVIDIA at 21x: The Cheapest AI Leader in Five Years

TL;DR: NVIDIA is the dominant AI compute platform (GPUs + CUDA + networking) and the fastest-growing mega cap in the market. At ~21x forward earnings (vs a 37.7x five-year average) and a...

a month ago
15

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