The J. Nicholas

The J. Nicholas

Home
Stock Reports
Research
My Book
Archive
About

Stock Reports

Adobe Is a Quality Company at a Fair Price
Adobe (ADBE) stock analysis: A quality company at a fair price, but I'm not buying.
Nov 22 • 
Jacob B
A Small Cap AI Infrastructure Stock Growing 20%+
Sterling Infrastructure (STRL) stock analysis: a quality infrastructure small cap growing from secular AI trends
Sep 22 • 
Jacob B
Nintendo Is a Forever Compounding Machine
Nintendo (7974.T) stock analysis: High growth, outstanding profitability; the whole package.
Sep 4 • 
Jacob B
LATAM Market Growth, Personified
MercadoLibre (MELI) stock analysis: the Latin American super compounder
May 28 • 
Jacob B
Wall Street is Wrong About Uber's future
Uber (UBER) stock analysis: self-driving cars are a gift, not a curse.
Feb 14 • 
Jacob B
Your Government Uses This Stock's Tech
Palantir Technologies (PLTR) stock analysis: an outstanding high growth business, at a stretched price
Jan 19 • 
Jacob B
The Child of E-Commerce
Shopify (SHOP.TO) stock analysis: the 20%+ growing rebellious child of e-commerce
Dec 19, 2024 • 
Jacob B
Managing Resilience
Brookfield Corporation (BN.TO) stock analysis: a diversified, fast growing asset manager with a very bright future
Dec 5, 2024 • 
Jacob B
© 2025 Jacob Barnas
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture