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I’ve had an interesting investing relationship with Celsius Holdings (Nasdaq: CELH) this summer. For those who have followed my saga, I’ve gone from being uber-bullish on the energy drink company to being rather bearish in a 90 day period. I recommended Celsius and eagerly endorsed it, only to withdraw my conviction and to remove it […]

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United Therapeutics (Nasdaq: UTHR) is a very smart and innovative company. In addition to that, it’s also a very profitable company. This combination of having an innovative mindset and also running a profitable business tends to create long-term investment opportunities. Let’s dig in deeper, to learn more about United’s past and where it appears to […]

Super Micro Computer (Nasdaq: SMCI) has been one of Wall Street’s darlings of the past year. The high-performance server company competes in one of the fastest-growing and most lucrative markets in the world. It assembles cutting-edge processors from NVIDIA and AMD with the necessary power, networking, and cooling, and then installs them into the data […]

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