Personal Finance

I Said $37/oz Silver. You Think I’m Nuts?

I Said $37/oz Silver. You Think I’m Nuts?

This past quarter, I listened to over 50 earnings calls. The ones I care about most are, of course, those of my largest holdings: The Trade Desk (TTD), ServiceNow (NOW), Roper Technologies (ROP), Arch Capital (ACGL), Axon Enterprises (AXON), Vertiv (VRT), Cintas (CTAS), Fair Issac (FICO), Idexx Laboratories (IDXX), and Gartner (IT).

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