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BlackBerry (BB): A forgotten meme stock or the stealth engine of physical AI? 

BlackBerry has quietly shed its phone-maker past to become a profitable, high-margin software powerhouse running under the hood of 275 million vehicles. So why is the market still treating it like a ghost of tech history?

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FactSet (FDS): A battered Wall Street compounder or a hidden opportunity?

FactSet has quietly delivered decades of growth and a nearly unrivaled subscription model. So why has the stock been hit so hard? In this episode, we break down FactSet’s financial data moat, the "sticky" reality of its terminal business, and the CUSIP acquisition. We also tackle the big question for investors: Is AI a threat to this business, or the catalyst for its next leg up?

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MarketAbout episode about Booking Holdings BKNG — the travel cash machine

In this episode we take a clear, no-nonsense look at a massive travel platform that often flies under the radar. Booking Holdings owns a family of travel brands you already know and use and it has built an unrivaled global distribution engine. 

We walk through how the business actually makes money, why the payment or merchant side has become the more profitable engine, and how advertising and related services add incremental revenue. 

We touch on recent strategic moves that matter for the thesis: heavy investment in AI personalization, a push toward an integrated travel experience that covers flights, stays, activities and dining, and new partnerships and customer offerings that strengthen the ecosystem. We also look at the regulatory backdrop in Europe and other competitive and operational risks that could complicate the outlook.

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On this episode of MarketAbout, we’re talking Coinbase—what it is, how it makes bank, and why the recent, tariff-related dip ,might be your shot to get in. Coinbase and Bitcoin.

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On this episode of MarketAbout, I explore the story behind one of the world's most renowned brands - Nike.

From its humble beginnings as Blue Ribbon Sports to becoming a global leader in athletic apparel.

I analyze Nike's current business landscape, reviewing its latest financial results, key revenue drivers, and challenges in today's market.

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In this episode, I talk about the Emcor company and, as I plan to always do, a little about investing and the economy.