Justin Oh.

Building Products Stock #2 – Q3 Earnings

Our #2 building products stock on the Big Board (now ROIC-B) reported earnings last night and conducted their earnings call this morning. Read below for a summary and our thoughts on the stock going forward!

Peloton: A Tough Lesson In Portfolio Management

I’ve been thinking about Peloton nonstop over the weekend and into this week, without a clear answer. But as a retrospective to their latest quarter and subsequent price decline of

Tesla DCF Model & Conclusion

Most of you already know a lot about Tesla or have watched our primer on YouTube here. I will be shooting a screenshare walkthrough of this write-up very soon and

Palantir DCF Valuation

Most ROIC members know by now that I’ve been “coming around” to Palantir ($PLTR), increasingly convinced that it can become a huge business-to-business (B2B) company, and that powerful data analytics

Solana… Ethereum Killer?

Solana (SOL) has become a hot cryptocurrency, having quadrupled in price over the last month from $40 to $160, and is now the 7th largest cryptocurrency in the world by

Thoughts on Zillow ($ZG, $Z)

Zillow reported very strong Q2 2021 earnings: 70% overall revenue growth to $1.3B for the quarter70% growth in Internet Media & Technology (IMT) segment to $476M68% growth in Mortgages segment

Bitcoin Drops! | Square + AfterPay Analysis

Voicemail questions: ‪(615) 412-9594‬ In case this embed doesn’t work, you can watch it on Vimeo here. Must be a ROIC Member to access our premium content – Sign up!

Revisiting AMD…

AMD reported earnings this week and they absolutely smashed it. They grew revenue 99% year-over-year and 12% month-over-month.Computing and Graphics grew 65% YoY and 7% MoM.Enterprise (“Datacenter”) grew a whopping


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Updated Thoughts on $CVS

Hey ROIC Members! We posting a YouTube video on CVS today, and I wanted to update the community on CVS stock, as it’s on the Big Board. CVS has been

(Vitaly Karimov)

Tesla reports today. Improved Morning Cents?

We JUST announced ROIC Lite, which will include the improved Morning Cents. New features include… Sunday RecapMorning CentsCrypto CommentaryMacro + Markets CommentaryBasic Concepts WeeklyThe Money ProfileCents Wealth GuideROIC Mini Board

A Note from Justin Oh

As a little announcement, I stayed up late last night to publish some really interesting data points about the market and my game plan for the Big Board for the

An exposé on GameStop…

I sure kicked up the hornet’s nest by making a video about GameStop. If you want to see the video and some of the angry comments, you can do so