Long-Term Pick
DanYour unique go-to source for strategic investment insights and in-depth stock analysis. Only high-quality stocks and stocks with high growth potential.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 75 | Founded | 2 years ago | Last Issue | 3 months ago |
| Active | |||||
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longtermpick.comLatest Issues
LTP Notes 017: $600B AI Spending Is Coming, NVIDIA Approaches $1B Per Day, Diversification Works Again, and Others
LTP Notes 017: $600B AI Spending Is Coming, NVIDIA Approaches $1B Per Day, Diversification Works Again, and Others
Content:
• $600B AI Spending Is Coming
• AI CapEx Hits 54% of Sales
• AppLovin Shows Extreme Profitability...
Netflix: From Subscriber Growth to Profit Growth
Netflix: From Subscriber Growth to Profit Growth
Content:
• Company Overview
• Market Overview
• Economic Moat
• Business Strategy
• Capital Allocation
• Advantages
• Disadvantages
• Competitors
• Past
• Future
•...
LTP Notes 016: Raised AI Revenue Outlook, Growing Global Copper Demand, 2026 Growth Outlook, and Others
LTP Notes 016
Content:
• Anthropic Raises Growth Expectations
• AI Use at Work Keeps Rising
• Meta’s AI Starts to Show Returns
• Microsoft’s Cloud Backlog Keeps Growing
• Growing Global Copper Demand
• Data Centers Dr...
Toast: Platform Scale, Margin Expansion, and Long-Term Value Creation
Toast: Platform Scale, Margin Expansion, and Long-Term Value Creation
Content:
• Company Overview
• Market Overview
• Economic Moat
• Business Strategy
• Capital Allocation
• Advantages
• Disadvantages
• Competitors
•...
LTP Notes 015: ASML's Hidden $6B Recurring Revenue, Renewable Energy to Double by 2050, Ad Market Projection by 2030, TSMC Controls 72% of Chip Manufacturing, and Others
LTP Notes 015
Content:
• Adobe Trades at Half Its Normal Valuation
• Google, Meta, and Amazon to Control $934B Ad Market by 2030
• Top 10 Stocks Hit Extreme Valuation Levels
• ASML’s Hidden $6B Recurring Revenue
• TSMC...
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