Level Set: What Did We Learn This Week? Both A Lot, and Nothing Read More » Adam S. Parker, Ph.D. August 3, 2025
Level Set: It Makes Sense that Valuation Doesn’t Work to Pick Stocks Read More » Adam S. Parker, Ph.D. July 27, 2025
Tech Strategy: Which of the Major Technology Themes Have Momentum? Read More » Adam S. Parker, Ph.D. July 24, 2025
Tech Strategy: Long and Short Ideas Based on Quality and Beta Read More » Adam S. Parker, Ph.D. July 21, 2025
Level Set: Revenue, Semis, Financials, ROIC – 4 Keys from Last Week Read More » Adam S. Parker, Ph.D. July 20, 2025
Level Set: The Biggest Pushback Points to Our 2H Outlook Read More » Adam S. Parker, Ph.D. July 13, 2025
