Archive - Walsh Investment Strategy

📝 2024 Review

Reading time: 4 minutes

Feb 1 •

January 2025

Portfolio Change: I'm buying more Intel $INTC

Moving a little extra cash to increase INTC from ~17% to ~20%

Jan 21 •

November 2024

September 2024

NVIDIA Corporation (NVDA) Q2’25 Earnings Update

NVIDIA Corporation posted their Q2’25 earnings a while back.

Sep 25, 2024 •

📰 Sunday Edition 48: Core CPI

Hey, Mike here! Welcome to Sunday Edition, your weekly deep dive into the world of finance and economics.

Sep 15, 2024 •

Roblox (RBLX) Developer Conference 2024

Roblox hosted their developer conference late last week.

Sep 12, 2024 •

📰 Sunday Edition 47: Unemployment, Greed and Fear

Hey, Mike here! Welcome to Sunday Edition 47, your weekly deep dive into the world of finance and economics.

Sep 8, 2024 •

📰 Sunday Edition 46: Core PCE Uptick

Hey, Mike here! Welcome to Sunday Edition 46 It's a short post this week.

Sep 2, 2024 •

August 2024

Alphabet (GOOG) Discounted Cash Flow Model: 2024-08-26

This DCF model for Alphabet (GOOG).

Aug 28, 2024 •

📰 Sunday Edition 45: Housing Sales Up, Market Up, Are We Good?

Hey, Mike here! Welcome to Sunday Edition 45 Each week I dive into the markets, the economy, and investing.

Aug 25, 2024 •

📰 Sunday Edition 44: Housing Starts, Core CPI, and Sports Gambling

Hey, Mike here! Welcome to Sunday Edition 44 Each week I dive into the markets, the economy, and investing.

Aug 18, 2024 •

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