AI Stocks Deep Dive Series -> AI Infrastructure vs Product
AI Infrastructure provides the road. AI Products drive the vehicles. This deep dive explains how each creates value – and where investors often get it wrong.
Tagged: Long-term investing
AI Stocks Deep Dive Series
The AI Stocks Deep Dive Series delivers rigorous analysis of AI-driven companies, combining stock-specific insights, risk frameworks, and investor tools.
BigBear.ai Holdings, Inc. (BBAI): Outlook on Core Growth Engines, Emerging Risks, Bull vs Bear Case, and Long-Term Investor Value
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Nikkei 225: Outlook on Core Growth Engines, Emerging Risks, and Long-Term Investor Value
The Nikkei 225 has re-emerged as a global equity benchmark after decades of stagnation. This essay explores Japan’s core growth engines, emerging risks, and the long-term value proposition for global investors.
Themes Generative Artificial Intelligence ETF (WISE): Outlook on Core Growth Engines, Emerging Risks, and Long-Term Investor Value
The Themes Generative Artificial Intelligence ETF (WISE) offers targeted exposure to the generative AI megatrend. This analysis explores its core growth drivers, emerging risks, and long-term investor value as artificial intelligence reshapes the global economy.
SPDR S&P 500 ETF (SPY): Outlook on Core Growth Engines, Emerging Risks, and Long-Term Investor Value
An in-depth analysis of the SPDR S&P 500 ETF (SPY), examining core growth engines, emerging macro and valuation risks, and its long-term role in diversified investment portfolios.
Lennar Corporation (LEN): Outlook on Core Growth Engines, Emerging Risks, and Long-Term Investor Value
An in-depth investor analysis of Lennar Corporation (LEN), exploring its core growth drivers, housing-market risks, and ability to create long-term shareholder value across cycles.
Eaton Corporation (ETN) Outlook: Core Growth Engines, Emerging Risks, and Long-Term Investor Value
Eaton Corporation (ETN) is strategically positioned at the center of global electrification, grid modernization, aerospace recovery, and intelligent power management. This outlook explores the company’s core growth drivers, emerging risks, and long-term value for investors.
Investment Trust Winners and Losers of 2025: Key Lessons for Smarter Long-Term Investing
The investment trust landscape in 2025 delivered sharp contrasts. Some trusts surged ahead on strong fundamentals, while others stumbled under leverage, valuation pressure, or poor governance. This article breaks down the biggest winners and losers of the year and highlights the essential lessons every long-term investor should take away.
Garmin as a Core Holding for a Long-Term, Income-Oriented Portfolio
Garmin has evolved into one of the most reliable, income-friendly technology companies, offering a rare combination of diversification, financial strength, and dividend consistency. With leading positions across fitness, outdoor, aviation, and marine electronics (and no long-term debt) the company provides long-term investors with both stability and growing income potential. This article explores why Garmin has become an appealing core holding for conservative, income-oriented portfolios.