Archive - Security Analysis

Martin Marietta Materials (MLM)

Apr 12

Apr 5

March 2026

Mar 28

Mar 22

Teledyne Technologies (TDY)

Mar 15

National Beverage Corp (FIZZ)

Mar 8

Mar 1

February 2026

Feb 22

Automatic Data Processing (ADP)

Feb 15

Nothing But Net

This podcast is a discussion between Matt Cochrane & I about the book, Nothing But Net: 10 Timeless Stock Picking Lessons from one of Wall Street’s Top…

Feb 14

1:03:39

Feb 8

Arista Networks (ANET)

Feb 1

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts