If you’ve checked our Fund Portfolio Page, you’ll see our stock selection and its relative and absolute performance. Below, you can check the articles we have produced about the stocks on our fund and other stocks that we keep under watch. We also include articles or research not produced by us, but that we rely upon for our stock selection.

Fund Portfolio

Applied Materials (AMAT)

• Applied Materials Stock Got Crushed And That’s Good News

Alibaba (BABA)

• Alibaba: The Christmas rout brought a risk/reward gift for bold investors
• China, U.S. Tension Is An Opportunity To Boost Your Portfolio For The Long Term

Baidu (BIDU)

• Baidu: A rare value & growth stock
• Baidu: Priced Like Google’s Prey, Or The Same Growth Story At A Lower Price?

Santander Bank (SAN)

• Why Are European Banks Performing Badly? The Santander Case

NVIDIA (NVDA)

• N/A

Micron (MU)

• Micron: The Perfect Bonanza Might Be Just Around The Corner

Proto Labs (PRLB)

• Proto Labs: Headwinds Will Likely Dissipate, Leaving A Solid Cloud Manufacturing Play

Tapestry

• Tapestry: Why Is The Management Targeting Double-Digit EBIT Growth For FY2020?
• Coach Inc.: From Good To Great

 

Assets under watch

Amazon (AMZN)

• Amazon: The Supplier Grinding Might Be Overdone

Tesla (TSLA)

• Elon Musk’s play-book has lost its shine for Tesla investors
• What Musk’s Biography Can Tell You About Tesla Surviving The Production Hell

Red Hat (RHT)

• IBM + Red Hat: Market is assuming a 20% chance of failing the acquisition
• Red Hat: Open Source Is A Great Business

Illumina (ILMN)

• Illumina: Lower Sequencing Costs Are Unleashing A Genetics Mega-Trend

Gold (GLD)

• How does gold really work?

Facebook (FB)

• Citron Research Backing Up the Sleigh on Facebook – 2019 S&P Stock of the Year