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Who The Heck Am I? And Why I Bet Big on Just a Handful of Stocks.
High conviction analysis. Zero jargon.
Aug 8, 2025 • Waver

Articles

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VERISK ANALYTICS (VRSK): The plumbing of insurance
0.
Feb 27 • Waver
MOODY'S (MCO): The Waver Analysis
🔓 FREE EDITION — Normally reserved for paid subscribers. Enjoy it, and consider upgrading below.
Feb 20 • Waver
Brookfield Corporation (BN): Q4 2025 Results Breakdown
Price: $47 | Intrinsic Value (Management’s View): $68 | Discount: ~31%
Feb 13 • Waver
🏗️ Kinsale Capital (KNSL): The Optical Illusion Showing why the market is wrong
Wall Street has the attention span of a goldfish on espresso.
Feb 6 • Waver
Amex crushed Q4. Premium spending alive. Fee growth unstoppable. Credit elite.
2026 guidance = another 14% EPS growth year. The aristocracy keeps printing. 💳👑
Jan 30 • Waver

Market Musings

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The Great December Deal Drama: HBO’s Takeover Tango & IBM’s $11 Billion AI Bet
Buckle up, finance fans – the stock market just served up a double feature of corporate blockbuster drama that’s got retail investors buzzing like it’s…
Dec 10, 2025 • Waver
The December Rebound Party Is Here—But Should You Trust It?
The stock market kicked off December with a deceptive stumble on Monday, but smart money knows better than to take one red day at face value.
Dec 3, 2025 • Waver
The Great Rate Cut Reversal – How Weak Labor Data Just Made December Interesting Again
Buckle up, market enthusiasts! The Federal Reserve’s mood has done a 180 degrees in just a few days, and it’s creating waves across Wall Street and…
Nov 26, 2025 • Waver
The Fed Pumps the Brakes (Kind Of) While Netflix Splits Its Stock and Washington Falls Apart
The last week in finance has been a masterclass in “wait, what?”
Nov 8, 2025 • Waver

Stock Spotlight

View all
VERISK ANALYTICS (VRSK): The plumbing of insurance
0.
Feb 27 • Waver
MOODY'S (MCO): The Waver Analysis
🔓 FREE EDITION — Normally reserved for paid subscribers. Enjoy it, and consider upgrading below.
Feb 20 • Waver
Brookfield Corporation (BN): Q4 2025 Results Breakdown
Price: $47 | Intrinsic Value (Management’s View): $68 | Discount: ~31%
Feb 13 • Waver
🏗️ Kinsale Capital (KNSL): The Optical Illusion Showing why the market is wrong
Wall Street has the attention span of a goldfish on espresso.
Feb 6 • Waver
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