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Trey Thoelcke

What Investors Still Get Wrong About AppLovin

The market still labels AppLovin a mobile gaming company, but the games are gone and what replaced them is generating margins that rival the most profitable software businesses on earth. The question is whether…

Trey Thoelcke · 2 months ago

AbbVie vs Baxter: One Golden Cross Is Real, One Is a Trap

AbbVie and Baxter both flashed the same bullish technical signal this month, but one golden cross signals genuine momentum while the other masks a fundamentally broken business. Knowing which is which could protect your…

Trey Thoelcke · 2 months ago

What Investors Don’t Know About Nio

The consensus on Nio has treated it as a perpetual cash-burning startup on the edge of collapse, but the latest financials describe a company that looks almost nothing like that story.

Trey Thoelcke · 2 months ago

The Case for Holding AVUV in Your Roth IRA

AVUV has delivered explosive small-cap value returns, but where you hold it determines whether the IRS gets a cut of every distribution, every rebalance, and every dollar of appreciation along the way.

Trey Thoelcke · 2 months ago

The $6 Billion Cybersecurity Prize Tech Giants Are Circling

SentinelOne has quietly built a cybersecurity platform that four of the world's most powerful tech companies would each benefit from owning, but for very different reasons. Only one of them makes a clean strategic…

Trey Thoelcke · 2 months ago

Is Disney or PayPal the Better Rebound Play Now?

Both Disney and PayPal sit well below their multi-year highs, and both are flashing signals that tempt bargain hunters. But for a retirement portfolio, only one of these beaten-down names actually holds up under…

Trey Thoelcke · 2 months ago

The Case for Holding DGRO in Your Roth IRA

Every quarter, a taxable DGRO position quietly hands a slice of its dividends to the IRS, and most investors never calculate exactly how much that drag costs them over a decade. The account type…

Trey Thoelcke · 2 months ago

The Roth Advantage Most VUG Investors Overlook

Most investors focus on VUG's tiny dividend yield and assume the tax math barely matters inside a Roth. The real exposure sits somewhere else entirely, and it compounds every year the fund advances.

Trey Thoelcke · 2 months ago