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5 Must-Read Studies For Investors
Academic research has proven the blueprint for multibaggers, how funds outperform the index, and more
Mar 30
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Bullseye Investing
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The Brad Jacobs Playbook: How QXO is Taking Over the Building Products Industry
A Q&A Format to Understand the Next Big Boring Company
Mar 25
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Bullseye Investing
6
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Arista Networks ($ANET): Outstanding ROIC & Growth, But A Valuation Pricing in Perfection
What happens when financial excellence at the heart of a strong tailwind faces the largest company in the world in a competitive battle?
Mar 14
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Bullseye Investing
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The Fortress Effect: A Guide to Moats
Just as a castle moat protects against invaders, an economic moat shields a business from competitors, price wars, and market share loss.
Mar 5
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Bullseye Investing
15
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February 2026
3 Minute Pitch - Hubbell Inc. ($HUBB)
A major beneficiary to the grid modernization initiative, Hubbell is a a leading American manufacturer of high-quality electrical and utility solutions
Feb 26
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Bullseye Investing
12
1
3 Minute Pitch - Why DLocal Should Be On Your Radar
A Latin-American FinTech, DLocal has flown under the radar lately. With their rapid revenue growth and strong sector tailwinds, I argue that this should…
Feb 23
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Bullseye Investing
9
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Gen Digital ($GEN): High-Growth Market Leader Expanding Into AI Applications & Trading at 13x FCF
A serial acquirer in the consumer cybersecurity space, this company has expanded past simple antivirus into all aspects of security through acquisitions…
Feb 17
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Bullseye Investing
17
4
The SaaSacre: Whose Moats are Still Intact?
The SaaS sector has gotten crushed lately; we break down the four factors that make up a moat in SaaS and evaluate companies based on these factors…
Feb 13
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Bullseye Investing
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The 2026 IPO Renaissance: Top 5 IPOs to Watch (SpaceX, OpenAI, and More)
After a couple of down years, the IPO market might go parabolic in 2026. From Musk-backed SpaceX to AI giants Anthropic and OpenAI, the IPO market looks…
Feb 1
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Bullseye Investing
12
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January 2026
Rubrik ($RBRK): Explosive Growth With a Strong Path Ahead
Rubrik's 50% revenue growth isn't enough to protect it from the SaaS panic; is it worth buying the dip on?
Jan 26
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Bullseye Investing
28
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FirstSolar ($FSLR): Powering the Renewable Energy Transition
FirstSolar has a valuation disconnected from its growth prospects; its valuation is pricing in operational failure, while analysts project skyrocketing…
Jan 18
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Bullseye Investing
11
2
5
Understanding Grid Modernization: The Biggest Market Trend of 2026
There has been a significant amount of strain put on the energy grid; with its aging infrastructure, it's looking more and more like modernize or fail
Jan 12
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Bullseye Investing
83
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