Enphase has strong fundamentals, but valuation-wise there's a better pick... 🔥 Generac (GNRC) 🔥

Does it make sense to buy Netflix on this second dip (from Ackman)? I do a full analysis and discuss the opportunities.

Cathie Wood is buying up this potential secular compounder. But, is the growth story fading? Let's find out...

Mercado has enjoyed significant growth (~80%) in 2021, and down 40% from ATH... Is now the time to get in?

Let's talk about one of Cathie Wood's favorite stocks – one that is sitting in the top 3 holdings by weight in the ARKK fund... ROKU.

Shares of snowflake had a 30% drop afterhours last night upon reporting earnings. Slowing revenue growth was the concern. But, there's no doubt that one of last year's hottest IPO stocks, which grew revenues 100% since then... is an intriguing "buy the dip" opportunity.

We've seen some crazy swings in the markets lately, and one of those that caught my eye was ETSY which jumped 16% post-earnings last week. Is this stock a buy or sell? Let's find out...

I want to talk about payment processors Adyen and dLocal – I think these are both solid businesses in growing markets internationally. I would love to own both, at the right valuation.