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Palantir’s 35% Pullback: The Business Didn’t Break, The Multiple Did
The valuation hasn’t gotten cheap. The setup has gotten interesting.
13 hrs ago
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Investing With Purpose | IWP
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GLP-1 Split: Why Lilly Leads While Novo Rebuilds
One stock is breaking out. The other is trying to bottom. Same industry, completely different setup.
May 18
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Investing With Purpose | IWP
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The Space Stock Building One of the Most Interesting Businesses in Defense Tech
Revenue up 80%. Operating cash flow positive for the first time. A $64.8M backlog. A next-generation satellite constellation launching in October. No…
May 18
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Investing With Purpose | IWP
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Trade Plan: Week 4 May 2026
Mega-cap leadership intact, defense unwind deepens, yields are the wild card.
May 17
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Investing With Purpose | IWP
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The Health Insurer Nobody Took Seriously Just Delivered a Breakout Quarter
Membership up 56%. MLR down 5%. Free cash flow of $2.6 billion in a single quarter. Best quarter in history, by a significant margin. The market is…
May 11
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Investing With Purpose | IWP
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Trade Plan: Week 3 May 2026
AI leads, weak structures bleed, and patience remains the edge.
May 10
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Investing With Purpose | IWP
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How to Build a Portfolio That Survives Any Recession
Recession-proofing isn’t about predicting downturns. It’s about engineering a portfolio that doesn’t require you to predict anything, and holds up…
May 7
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Investing With Purpose | IWP
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Trade Plan: Week 2 May 2026
Narrow Leadership, Rising Hedges, and a Tape That Still Rewards Discipline
May 3
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Investing With Purpose | IWP
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Amazon, Alibaba, and MercadoLibre: Three Geographies, One Thesis
The same digital commerce revolution. Three completely different ways to own it. Amazon dominates. Alibaba recovers. MercadoLibre compounds. Here is how…
May 2
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Investing With Purpose | IWP
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F5 Networks. The Trade Worked. Now Things Get Interesting.
Seven consecutive quarters of double-digit growth, a second guidance raise, record free cash flow, and a chart at a major inflection point. Here’s the…
May 1
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Investing With Purpose | IWP
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April 2026
The 5 Portfolio Mistakes Even Smart Investors Make
Sophistication creates its own blind spots. These aren't beginner errors. They're the subtle traps that catch the well-read, well-intentioned investor…
Apr 28
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Investing With Purpose | IWP
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Trade Plan: Week 1 May 2026
Market Split: Trade What’s Working
Apr 26
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Investing With Purpose | IWP
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