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The Analysis Zone - Stocks and Portfolio Review

Swan Select Portfolio - Month 1 Update (+8.26% YTD)
Reflections on the past month, learnings and reminders
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2
A Hidden gem - Turning market fear into opportunity
A study in sentiment-driven mispricing
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Investment update on Chubb Limited #1
Q4 2024 Earnings Call and updated valuation.
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Investment thesis on Qualcomm
A company in metamorphosis: growing beyond smartphones
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Investment update on Lantheus #1
New acquisition grants an early entry ticket to the Alzheimer's space
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Investment thesis on Paypal Holdings
Navigating a Strategic Turnaround in a Competitive Landscape
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2
Investment thesis on Alibaba Group
Calculated Risks for Compelling Rewards
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1
Investment thesis on Amazon
Why Amazon Remains a Compelling Investment in 2025
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BlackSwan Investor
1
The Swan Select Portfolio: Soaring into 2025
Market Leaders & Hidden Gems: A Balanced 10-Stock Portfolio
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BlackSwan Investor
Investment thesis on Chubb Limited
A great insurance company at a moderate discount.
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BlackSwan Investor
Investment thesis on Tenet Healthcare
A healthcare services company with improving margins at a great discount
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BlackSwan Investor
Investment thesis on Valero
I’ve owned shares of VLO since 2014 as part of a dividend strategy but have recently decided to substantially increase my holdings in this company as I…
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BlackSwan Investor
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