Sitemap - 2024 - Walsh Investment Strategy
Current Portfolio and Performance
NVIDIA Corporation (NVDA) Q2’25 Earnings Update
Roblox (RBLX) Developer Conference 2024
📰 Sunday Edition 47: Unemployment, Greed and Fear
📰 Sunday Edition 46: Core PCE Uptick
Alphabet (GOOG) Discounted Cash Flow Model: 2024-08-26
📰 Sunday Edition 45: Housing Sales Up, Market Up, Are We Good?
📰 Sunday Edition 44: Housing Starts, Core CPI, and Sports Gambling
📰 Sunday Edition 43: Market Sentiment, Moving Averages, and Charlie Munger
📰 Sunday Edition 42: Markets, Fed Rates, Unemployment, and Yield Curve
NVIDIA Discounted Cash Flow Model 2024-07-29
📰 Sunday Edition 41: Rates, The Dollar, Housing, Fundoo Professor, and Cigars
Portfolio Change: New Strategic Position
40: Inflation, Personal Savings, Federal Funds Rate, Costco Earnings, Fauci In A Corner
39: Dollar Gets Jacked, House Prices Falling, NVIDIA
Visa Company Update: CFO Interview at Barclays
38: Core CPI, Housing Starts, Applied Materials, John Deere
Microsoft Q3’24: Cloud surpasses $35 Billion in Revenue
37: Roblox, Cloudflare, Initial Claims
36: Unemployment Rate Ticks Slightly Higher
35: Core PCE, Guide to the Markets
34: The Dollar, Google Firing Protesters
33: FOMC Minutes, Core CPI, Internet Gem Find
32: Luck Surface Area, Unemployment, Portfolio Holdings, Economy
Intel New Segment Webinar Notes
📰 30: Is FOMC Doing a Good Job?
📰 29: Unemployment, Sectors, Portfolio Thoughts
📰 27: Initial Claims, and The Future of Stock Picking
The VR Wars: Zuckerberg vs Cook
📰 26: CPI, Member Survey, Newsletter Improvement
Cloudflare Q4’23 Earnings Update + First Look
📰 25: New Affiliate Program, Fun Times, and Services Index
📰 24: Core PCE, Winners and Losers
📰 23: Housing Starts, Shelter Inflation, Market Update, New Website Features
📰 22: Martin Luther King, PPI, and Responsibility