Matt Wolodarsky
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...
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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.
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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.
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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
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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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