Analysis

Deep Dive Analysis: Duke Energy

High-Quality Monopoly meets AI Demand, but at what Price?

Feb 25 • The Boring Finance Guy

Short Analysis: AutoStore (AUTO:OL)

Momentum in the Grid: The Turnaround Thesis for AutoStore Holdings.

Feb 21 • The Boring Finance Guy

Deep Dive Analysis: Verizon

Dividend Safety Meets the Frontier Gamble: Why Verizon’s $158B Debt Load and Fair Valuation Call for Patience.

Feb 14

Deep Dive Analysis: AT&T

Fiber-driven growth meets a leverage relapse: Why a stable 4.6% yield isn't enough to secure a 'Buy' rating in 2026.

Feb 10

What the Market Gave Up On

We ran TBFG’s full analytical framework on the hardest-hit stocks — and found more value than the headlines suggest.

Feb 8 • The Boring Finance Guy

Deep Dive Analysis: Alphabet Inc. - Updated!

From Search Monopoly to AI Utility: Unpacking the $180 Billion Infrastructure Moat

Feb 6 • The Boring Finance Guy

Deep Dive Analysis: Target Corporation

When cheap isn’t enough: dividends, data, and the limits of retail scale.

Jan 30

Deep Dive Analysis: Hormel Foods

Jan 25

Deep Dive Analysis: Realty Income

The "Monthly Dividend Company" has an undisputed moat, but at current prices, the yield doesn't justify the rate risk.

Jan 17

Deep Dive Analysis: ASML

The Monopoly at the End of Moore’s Law: Pricing Perfection in a Fractured World

Jan 13

Deep Dive Analysis: BAE Systems plc

A Stalwart Priced for Perpetual Conflict

Jan 10

Deep Dive Analysis: AMD

A Fast Grower Priced for Near-Perfect AI Execution

Jan 6

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts