Articles & Stock Analysis

In-depth write-ups on the companies I’m researching, along with the investing tools and resources I use to manage the Snowball Portfolio.

AWS, e-commerce, advertising — Amazon is a business of businesses. Here’s why I think its growth story is far from over.

Analysis

Amazon (AMZN) - A stock analysis

AWS, e-commerce, advertising — Amazon is a business of businesses. Here’s why I think its growth story is far from over.

profile photo of Josh

Josh Hellawell

Portfolio Manager

A look at Coke’s moat, brand power, and whether a 100-year-old drinks giant can still deliver market-beating returns.

Analysis

Coke Cola (KO) - A stock analysis

A look at Coke’s moat, brand power, and whether a 100-year-old drinks giant can still deliver market-beating returns.

profile photo of Josh

Josh Hellawell

Portfolio Manager

From streaming wars to theme parks, I dig into whether Disney’s storytelling empire is still a quality compounder worth owning.

Analysis

Disney (DIS) - A stock analysis

From streaming wars to theme parks, I dig into whether Disney’s storytelling empire is still a quality compounder worth owning.

profile photo of Josh

Josh Hellawell

Portfolio Manager