Quality Equities

Quality Equities

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What to do in Times of Fear, Uncertainty, and Doubt
By consistently allocating capital to great businesses at reasonable valuations, investors can take advantage of market dislocations and strengthen the…
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Quality Equities
Three Quality Companies to Buy Today
Each of these companies is entering a new phase of margin expansion and capital discipline, yet their stock prices remain below what their long-term…
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Quality Equities
May 2025: Month-End Portfolio Update
I remain highly confident in this portfolio, and my conviction has only strengthened following the latest round of earnings. I will continue to…
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Quality Equities

May 2025

Happy Memorial Day, Investors!
No official newsletter this week as I take time off for Memorial Day. Here’s a quick look at key market highlights and what to watch next week. Enjoy…
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Quality Equities
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Uber: A Quick Look at Valuation at All-Time Highs
With Uber trading at all-time highs, investors are increasingly asking whether the stock still offers compelling value, or if most of the upside has…
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Quality Equities
Three Quality Companies to Buy Today
In volatile markets marked by fear, uncertainty, and doubt, it's more important than ever for investors to stay focused on investing in high-quality…
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Quality Equities
3
April 2025: Month-End Portfolio Update
I remain highly confident in this portfolio, and my conviction has only strengthened following the latest round of earnings. I will continue to…
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Quality Equities

April 2025

Alphabet: Underrated and Still Cheap
Alphabet’s diverse, high-margin business model continues to be underappreciated by the market. This company is synonymous with innovation, yet the…
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Quality Equities
So Many Opportunities
Major periods of market turbulence often give rise to attractive opportunities for long-term investors, as high-quality businesses can become…
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Quality Equities
Salesforce: Implied Growth Rate is Simply Too Low
Periods of market turbulence often give rise to attractive opportunities for long-term investors, as high-quality businesses can become temporarily…
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Quality Equities
ASML: Tariff Impacts and Current Valuation
In today’s article, we delve into the potential implications of tariffs on ASML’s fundamental business model and company valuation.
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Quality Equities
A Few Thoughts on Why Doing Nothing with Your Portfolio During Downturns Is a Smart Move
It may sound counterintuitive, even irresponsible, but there's a strong case for staying the course, both psychological and financial.
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Quality Equities
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