StockForum Journal
Notes and analysis on stocks and macro markets.
Updated 2026-08-27
CDW Corporation made its first appearance in Duquesne Family Office's Q2 2026 13F, filed on August 14, 2026, with a reporting date of June 30, 2026. The filing recorded 743,950 shares of common stock valued at $104.6 mi…
Updated 2026-08-24
August 2026: Berkshire Hathaway's latest 13F filing with the SEC confirms a striking change. Having first taken a position in Alphabet (Google's parent company) in the third quarter of 2025, Berkshire grew its stake to…
Updated 2026-07-07
When You Want to Ride the Semiconductor Bull Market But Fear Buying at a Peak The strongest leaders in the domestic stock market are Samsung Electronics and SK Hynix. With AI semiconductors, HBM, the recovery of the mem…
Updated 2026-06-29
Summary Dell Technologies can no longer be seen as merely a PC manufacturer. As of 2026, the key reason the market is re evaluating Dell is AI servers. With the expansion of generative AI infrastructure investments, Del…
Updated 2026-06-04
The local elections are over, and one can no longer deny that real estate is rising again. To the extent that the President's statement about not calculating votes seems meaningless, the National Assembly and the Execut…
Updated 2025-11-11
Company Introduction and Overview Consensus Cloud Solutions, Inc. (CCSI) is a small to medium sized cloud software company based on stable cash generation and conservative financial structure . Following its spin off fr…
Updated 2025-11-09
Company introduction and overview The company with the ticker III is Information Services Group, Inc. (abbreviated closer to ISG, but III for convenience) and is a global technology research and digital transformation c…
Updated 2025-05-06
Company Introduction and Overview Palantir Technologies (PLTR) is arguably the hottest company in the U.S. stock market at the moment. As an AI software company, it has avoided the tariff issues that are shaking the mar…
Updated 2025-03-20
outline Atlassian is a SaaS company with a strong presence in collaboration tools and developer platforms. Continuous growth is being achieved through portfolio expansion such as Jira, Confluence, and Loom, and AI platf…
Updated 2025-03-17
outline Gilead Sciences (hereinafter referred to as Gilead) is a very strong stock whose stock price has risen as much as 50% over the past year due to the strength of its HIV treatment portfolio and progress in its inn…
Updated 2025-03-16
outline AppLovin (NASDAQ: APP) once recorded rapid growth and high stock price growth in the app ecosystem, but has recently been on the decline due to negative issues such as market correction and short selling reports…
Updated 2025-03-14
outline We are going through an unexpectedly difficult time with volatility at the level of a financial crisis. Numerous diagnoses and predictions are being made, but it is not helpful to respond with hasty predictions…