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Trade Plan Update - Week of Oct 12 2026
Fewer broken names. Fewer trending ones. The level decides.
Oct 12
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Investing With Purpose | IWP
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1
Penguin Solutions Delivered. Can the Stock Keep Going?
A company with $12m of annual capital spending and $152m of operating cash outflow. The question isn’t whether it’s growing. It’s what growth costs.
Oct 8
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Investing With Purpose | IWP
2
1
BMW, Mercedes, Volkswagen: How Cheap Is Cheap Enough?
3 companies, 3 discounts, and 3 different tests to apply before any of them is worth buying.
Oct 5
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Investing With Purpose | IWP
2
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Trade Plan Update - Week of Oct 5 2026
The indexes hold. Fewer stocks do. Patience sets the trade.
Oct 4
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Investing With Purpose | IWP
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Nike’s Stock Has Crashed. Is It Finally Cheap?
With shares near a 13-year low, what would it take for Nike’s comeback to reward investors?
Oct 2
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Investing With Purpose | IWP
2
1
September 2026
Trade Plan Update - Week of Sep 28 2026
The indexes have reclaimed their trends. Now the challenge is finding an entry worth taking.
Sep 27
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Investing With Purpose | IWP
1
1
My Dad Asked Why the Market Is Falling. The Answer Isn’t So Simple.
Oil, interest rates and the midterms explain some of the nerves. The more important question is what happens to company profits from here.
Sep 26
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Investing With Purpose | IWP
3
1
Costco’s Business Is Thriving. Is the Stock Finally Worth Buying?
After a strong year and a sharp fall from its peak, the question is whether the lower price has finally caught up with the business.
Sep 25
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Investing With Purpose | IWP
3
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Meta’s Muse Sent Travel Stocks Down. Then Expedia Joined It.
Expedia’s response raises a bigger question for travel stocks: who wins when an AI agent finds the customer but someone else handles the booking?
Sep 24
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Investing With Purpose | IWP
4
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SoFi Fixed Its Credit Problem. Wall Street Found a New One.
Charge-offs fell, deposits grew USD 5.3B, originations hit a record. So why is the stock still stuck at USD 17?
Sep 23
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Investing With Purpose | IWP
10
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Alibaba Is Funding an AI Buildout With a Business That Shrank 8%
Capital spending now runs at 295% of operating cash flow. Free cash flow was an outflow of USD 6.58 billion, the buyback was cut 80%, and 38 of the 40…
Sep 22
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Investing With Purpose | IWP
5
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Fed Decision Day: How Stocks, Tech and Bonds Could React
The market can absorb one increase. What matters is whether the Fed signals that a new tightening cycle has begun.
Sep 16
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Investing With Purpose | IWP
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