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Matt Wolodarsky
Jun 20, 20205 min read
Cloud platform providers powering digital transformation and investing gains
WW spending on the tech enabling digital transformation is forecasted to reach $2.3 trillion in 2023. How can investors capture this value?
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Matt Wolodarsky
May 28, 202024 min read
Finding the next digital transformation investing homerun
Summary: The top two performing stocks of the last decade, Netflix and Domino’s, are often the two most cited case studies of companies...
690 views0 comments
Matt Wolodarsky
Jan 18, 202010 min read
Stock Ideas: Yext vs. HubSpot
Yext (NYSE:YEXT) and HubSpot (NYSE:HUBS) are two Software-as-a-Service (SaaS) companies turning traditional marketing on its head.
1,248 views0 comments
Matt Wolodarsky
Dec 11, 20192 min read
*Stock Idea* Recession proof dividend aristocrat offering predictable and growing income
Fortis is a recession proof business, that offers predictable and growing income. What else
can you ask for from a dividend income stock.
247 views0 comments
Matt Wolodarsky
Nov 8, 20192 min read
*Stock Idea* Generous investment bank has grown its dividend 7 times since going public 4 years ago
Small company with a short public track record, HLI seems well positioned to continue to grow its dividend. I've taken a small position with
792 views0 comments
Matt Wolodarsky
Jul 15, 20194 min read
*Stock Idea* Looking for Value Abroad – From 2,292 companies to Tokyo Electron
TRADE ALERT: On November 18, 2019 I alerted my readers that I sold my entire position in Tokyo Electron for a 39% gain in four months....
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Matt Wolodarsky
Dec 27, 20183 min read
*Stock Idea* Union Pacific (UNP): In Search of Value and Income Growth
With the volatility we’ve seen over the last couple of months leaving the stock market teetering on the cusp of an official bear market,...
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Matt Wolodarsky
Aug 29, 20188 min read
*Stock Idea* Investment Idea: Softbank - Is the tech version of Berkshire Hathaway worth the risk?
TRADE ALERT: On July 7 2020 I alerted my readers that I sold my entire position in SoftBank for a 28% gain in almost two years. I lost...
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