snapdox
Apple of the market’s eye
21 years in the QQQs is a long time, illuminating the problem.
A noodle stretching event
It’s all creative stretching of noodles on the event horizon.
Wiley can spin up
Spintronics comes to mind for publishing industry viewing.
Flying Jefferson airlines
Hostility towards tyranny over the mind is the keystone.
Foundation for entanglement
Conceptual models form the foundation for entanglement.
Value in degrees of freedom
Degrees of freedom determine one’s optionality in the flux.
Lost in translation
Sensitivity to initial conditions guides translating the future.
Metamorphosis of the media
Who will capture the 288 million subscriber opportunity?
Materialise has plumbed the depths
After plumbing the depths, the upside asymmetry is extreme.
Protolabs is sculpting the supply chain
There is a strong case for growth to accelerate into mid-decade.
Gold is eyeing a breakout
Large resource discoveries offer upside asymmetry in gold.
Top sector to stay in the flow
The duration of the upcycle is likely to surprise the market.
Eyeing opportunities with the “DuPont Factors” lens
The DuPont Factors illuminate the opportunity set.
The upside down
Mr. Market is a price taker today on liquidity grounds alone.
It is wise to view internal controls
It is wise to look for disclosures of material weaknesses.
Medtronic is a no-brainer
Medtronic stands out as an asymmetric risk/reward opportunity.
stoxdox member update
Thank you for being members of stoxdox.
The Magic Kingdom or dead mouse bounce?
An accumulation strategy should be top of mind as Disney nears a bottom.
Skechers can outrun the competition with KISS
Skechers is a leading consumer growth stock.
Signal loss
Be mindful of the canaries and the opportunities to prevent signal loss.