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Research

VIDEO – The Ways to Use Free Cash Flow Yield to Pick Stocks

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Adam S. Parker, Ph.D. May 3, 2024

The Blow-Up Playbook

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Adam S. Parker, Ph.D. May 2, 2024

The Ways to Use FCF Yield to Pick Stocks

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Adam S. Parker, Ph.D. May 1, 2024

Level Set – What If Stagflation Was a Stock?

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Adam S. Parker, Ph.D. April 28, 2024

Level Set – Good Is Good, Bad Is Bad, Except at Extremes

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Adam S. Parker, Ph.D. April 21, 2024

Technology Strategy: NVDA Hedges

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Adam S. Parker, Ph.D. April 19, 2024

VIDEO – Why Gross Margins and Valuations are Higher

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Adam S. Parker, Ph.D. April 16, 2024

Level Set – The Bear Case and Protecting Your NVDA Overweight

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Adam S. Parker, Ph.D. April 14, 2024

Why Gross Margins and Valuations are Higher

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Adam S. Parker, Ph.D. April 8, 2024

Level Set – The Bull Case Narrative Revisited

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Adam S. Parker, Ph.D. April 7, 2024
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