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A Few Thoughts From Last Week:
It’s Christmas time…
Dec 21, 2025
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David Yepez, CFA, CAIA
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Oracle’s Latest Earnings Tell a Complicated Story
Strong cloud momentum, heavy investment, and why strategic moves like TikTok matter
Dec 20, 2025
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David Yepez, CFA, CAIA
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Betting on the Quiet Winner
Oracle’s cloud surge, AI tailwinds, and cash-flow power are reshaping its future
Dec 4, 2025
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David Yepez, CFA, CAIA
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Claude AI: Anthropic’s Rising Star in Enterprise-Grade Language Models
Jul 27, 2025
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David Yepez, CFA, CAIA
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The Subtle Art of Outsmarting Wall Street
Jun 25, 2025
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David Yepez, CFA, CAIA
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Why Private Equity Is Smiling at Dental Service Organizations
Aug 13, 2025
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David Yepez, CFA, CAIA
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Weekly Market Overview (08/05/25)
Aug 9, 2025
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David Yepez, CFA, CAIA
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Zeta Keeps Winning: Another Monster Quarter, Another Raise
Aug 5, 2025
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David Yepez, CFA, CAIA
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The Trade Desk: A Closer Look
Aug 13, 2025
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David Yepez, CFA, CAIA
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Abercrombie & Fitch Surged Forty Percent This Week
And if you read my earlier article, none of this should feel surprising
Nov 30, 2025
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David Yepez, CFA, CAIA
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The Stock Market and the Real Probabilities of Making Money
Understanding how time, discipline, and math shape your financial outcomes
Nov 19, 2025
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David Yepez, CFA, CAIA
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When the Calls Start: A Clear Guide to Dealing With Debt Collectors
You have more power than you think. Here’s how to use it.
Nov 11, 2025
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David Yepez, CFA, CAIA
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Abercrombie & Fitch: Strong Quarter, But the Valuation Tells a Different Story
Hollister powers ahead while the parent brand faces pressure — and intrinsic value may trail the market price.
Oct 27, 2025
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David Yepez, CFA, CAIA
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You Lost Money Gambling—Now What?
A Tax Survival Guide for the Everyday Gambler Chasing the American Dream
Oct 14, 2025
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David Yepez, CFA, CAIA
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Tampon Tribe Investment Opportunity
Raising $5mm from Angel and Institutional Investors. $25,000 minimum investments.
Oct 7, 2025
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David Yepez, CFA, CAIA
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The Future of Indulgence
An innovative frozen cocktail brand disrupting the $500B alcohol and $70B ice cream industries
Oct 3, 2025
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David Yepez, CFA, CAIA
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Five Timeless Lessons for Today’s Investor
What Buffett, Lynch, Graham, Munger, and Templeton can still teach us about navigating an overvalued and hype-driven market.
Sep 27, 2025
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David Yepez, CFA, CAIA
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Hunting for Value in an Overpriced Market
Fidelis Insurance Holdings (FIHL) and the Case for Low-Multiple Investing.
Sep 26, 2025
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David Yepez, CFA, CAIA
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Lululemon’s Growth Engine Stalls: Outlook Trimmed as U.S. Sales Falter
A solid profit beat was overshadowed by weaker revenue, tariff headwinds, and a sharp guidance cut for the year.
Sep 9, 2025
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David Yepez, CFA, CAIA
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Tesla’s Master Plan Part IV: A Vision Without a Roadmap
Musk’s latest vision trades concrete steps for bold philosophy—pushing Tesla beyond cars and into the age of AI and robotics
Sep 7, 2025
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David Yepez, CFA, CAIA
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All Eyes on the Fed
From NVIDIA’s report to shifting labor data, the next chapter for markets is taking shape
Sep 1, 2025
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David Yepez, CFA, CAIA
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From Sandwiches to $7.5 Billion.
How a field trip to Panera Bread taught me that great investments start with simple observations—and end with conviction.
Aug 23, 2025
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David Yepez, CFA, CAIA
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