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Public Investment Memos
14 results
Ticker
Title
Author
Created
Decision
Views
Actions
META
Expansion Update: I’m Now in the Business of Selling Your Attention (META)
Brad
2025-04-28
Buy
263
View
EXP
Investment Analysis of Eagle Materials Inc (EXP)
Brad
2025-04-28
Buy
166
View
ULTA
Investment Analysis of Ulta Beauty Inc (ULTA)
Brad
2025-04-28
Buy
160
View
FIX
Investment Analysis of Comfort Systems USA Inc (FIX)
Brad
2025-04-28
Buy
151
View
PYPL
Investment Analysis of PayPal Holdings Inc (PYPL)
Brad
2025-04-28
Buy
148
View
CROX
Investment Analysis of Crocs Inc (CROX)
Brad
2025-04-28
Buy
142
View
GOOGL
Just expanded my biz into the global search industry. My competitors: Bing and that duck. (GOOGL)
Brad
2025-04-28
Buy
141
View
EME
Investment Analysis of EMCOR Group Inc (EME)
Brad
2025-04-28
Buy
140
View
AMAT
Investment Analysis of Applied Materials Inc (AMAT)
Brad
2025-04-28
Buy
129
View
REGN
Investment Analysis of Regeneron Pharmaceuticals Inc (REGN)
Brad
2025-04-28
Buy
126
View
PAYC
Investment Analysis of Paycom Soft (PAYC)
Brad
2025-04-28
Buy
124
View
LULU
Investment Analysis of Lululemon Athletica Inc. (LULU)
Brad
2025-04-28
Buy
112
View
UNH
I Bought a Slice of America’s Healthcare Machine — Here’s Why — UnitedHealth Group Incorporated (UNH)
Brad
2025-05-19
Buy
91
View
META
Investment Analysis of Meta Platforms Inc. (META)
Brad
2025-05-24
Undecided
52
View
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