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Apollo Global: Buying Opportunity Amid Short-Term Headwinds
Private credit giant Apollo is undervalued as its earnings shift toward higher-quality FRE, driving potential multiple expansion; short-term headwinds…
Apr 2
•
Karandeep Kumar
March 2026
Sezzle Deep Dive: This Fintech’s Strong Fundamentals Are Hidden Beneath Macro Pressure
When I first started covering the BNPL (Buy Now, Pay Later) company Sezzle (NASDAQ: SEZL) in January, I assigned it a Strong Buy rating based on its…
Mar 30
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Karandeep Kumar
Don't be a seller when you should be a buyer
It's easy to lose sight of the long-term when markets are as volatile as they are today, making it critical not to let emotions drive investing…
Mar 15
•
Karandeep Kumar
3
One Dividend Stock I’m Buying Aggressively
With a 4.26% dividend yield combined with the recent 15% dividend hike and 15%+ targeted stock price appreciation, this stock is a must buy at current…
Mar 2
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Karandeep Kumar
1
February 2026
Fairfax Financial: Compounding in Plain Sight
A deep dive into Fairfax Financial and why it resembles early Berkshire Hathaway: disciplined capital allocation, float growth, and long-term…
Feb 25
•
Karandeep Kumar
Alphabet Q4 Analysis: Google Cloud Takes The Center Stage
Google's FY 2025 results highlight double-digit growth in Search and Cloud revenues, single-digit growth in YouTube Ad Revenue but a modest decline in…
Feb 6
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Karandeep Kumar
1
Why KKR Is More Resilient Than Most Investors Think
KKR is one of the largest alternative asset managers with $723 Billion in AUM. The stock is down 31% from its peak, but what about the underlying…
Feb 3
•
Karandeep Kumar
1
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