Mindblown: a blog about philosophy.
-

Cinemark’s (CNK) Upcoming Earnings Report May Offer a Hidden Opportunity
On the cusp of Cinemark’s Q4 earnings disclosure, the smart money appears relatively relaxed, which may present a contrarian opportunity in CNK stock.
-

Cameco: The Best House in a Neighborhood That’s Still Being Built
Cameco represents a complex investment thesis. The fundamentals support a multi-year bull case. However, the premium valuation and inherent timing risks mean this isn’t a stock for the impatient investor
-

Celsius’ (CELH) Upcoming Earnings Report Could Surprise Onlookers
While Celsius has suffered some rough trading over the past several months, the smart money appears cautiously optimistic about CELH stock.
-

Coinbase’s Q4 2025 Earnings: Still the Purest Proxy for Crypto?
Coinbase Global Inc. (NASDAQ: COIN) posted Q4 2025 earnings that reinforced a familiar truth for investors: Coinbase remains one of the cleanest public-market proxies for cryptocurrency sentiment and activity, but its evolving business mix is slowly diluting that direct linkage. Coinbase’s Q4 2025 results showed solid full-year growth, record trading volumes, and rising market share, even as…
-

Heavy Hedging for Palo Alto Networks (PANW) Stock Opens a Contrarian Trade
Although PANW stock has been beaten up in the new year, the underlying importance of cybersecurity might not be properly priced in.
-

McDonald’s: Boring is Beautiful, But Only if You Own MCD Stock
McDonald’s scored a double beat in its latest earnings report, but your decision to own MCD stock is based on a much longer timeline.
-

3 Hot Dividend ETFs for Income and Long-Term Growth
Dividend stocks can provide steady income and long-term growth, and dividend ETFs spread the risk that comes from owning individual stocks
-

Options Traders Appear Confident Ahead of the Dutch Bros (BROS) Q4 Earnings
Although Dutch Bros stock has suffered a negatively choppy ride over the past year, the smart money is prioritizing upside convexity.
-

Marriott Earnings: MAR Stock Rally May Need a Cool-Off
Marriott International (NASDAQ: MAR) has delivered a total return of over 193% in the last five years. MAR stock has been one of the best-performing hotel stocks and has crushed many consumer discretionary stocks. The revenge travel narrative has shifted into a boomer-fueled travel spree that continues to chug along. But after an 8.5% surge after earnings, investors who…
-

Lithium’s Supply Crunch Is Coming — Investors Should Pay Attention
Lithium continues to be one of the most strategically important commodities in the world today. It plays a central role in the global transition toward electrification, clean energy, and large-scale energy storage. From electric vehicles to renewable power grids, lithium is a critical building block — and demand for it is only accelerating. At the…
Got any book recommendations?