The J. Nicholas
Subscribe
Sign in
Home
Stock Analysis
Deep Dives
Archive
About
Latest
Top
Discussions
How to Analyze Stocks
I wrote a book, adjusted my content to provide more value, and will be increasing the price of the paid subscription
Oct 10
•
Jacob B
9
2
The Nvidia-OpenAI-Oracle Trifecta
The shammy business of an AI trifecta. Friday Filter #95.
Oct 3
•
Jacob B
9
2
Thesis Revisions: Amazon and American Express
Why I'm continuing to hold these quality compounders
Oct 1
•
Jacob B
22
6
September 2025
Still Bullish On Amazon
Amazon isn't performing well. That's an anomaly I expect will change soon. Friday Filter #94.
Sep 26
•
Jacob B
22
5
Me, My Strategy, My Portfolio
Who I am, my current portfolio, investment strategy, performance, watchlist, and more
Sep 24
•
Jacob B
19
2
A Small Cap AI Infrastructure Stock Growing 20%+
Sterling Infrastructure stock analysis: a quality infrastructure small cap growing from secular AI trends
Sep 22
•
Jacob B
13
2
Smartphones Are Dominant. Smartglasses Will Change That (Maybe)
Meta is betting on a future where smartglasses become the new smartphone. The Friday Filter #93.
Sep 19
•
Jacob B
15
6
Is Oracle Cloud the Next AWS?
My thoughts on Oracle's looming threat to big tech's dominance on cloud, if it goes as planned. Friday Filter #92.
Sep 12
•
Jacob B
13
4
Brand Power < Distribution
"The Nestea Problem" and why stocks with great brands lose against those with great distribution
Sep 10
•
Jacob B
13
2
Google Is Winning (As It Should Be)
What this week's court ruling means to my thesis, and what's left holding the stock back. Friday Filter #91.
Sep 5
•
Jacob B
12
2
Nintendo Is a Forever 8-11% Compounding Machine
Nintendo stock analysis: high growth, outstanding profitability; the whole package.
Sep 4
•
Jacob B
10
August 2025
Stock Analyses Are Back
Normal content will resume as my health continues to improve
Aug 29
•
Jacob B
9
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
