Bearded Investor | Substack

Let’s Look at $MU Earnings and What’s Happening With the Stock

$MU reported earnings yesterday after the close, so let’s look at the numbers.

Oct 1 • Bearded Investor

A Quick Look at MongoDB ($MDB) and Why It’s Falling

$MDB is getting crushed today so let’s look at what’s happening and if there is opportunity

Sep 28 • Bearded Investor

Let’s Look at $CASY After Their Post-Earnings Drop

$CASY presents an interesting opportunity especially after their last earnings.

Sep 23 • Bearded Investor

I Concentrated my Portfolio Today With a Few Buys and Sells

I sold $IAUI and $SCHD for a small profit to consolidate into higher growth and income opportunities.

Sep 18 • Bearded Investor

Why I’m Looking Into $BABA As A Potential Investment

I analyze $BABA to see whether Wall Street is missing a potential opportunity.

Sep 17 • Bearded Investor

Bearded Investor

Bearded Investor

Deep-dive equity analysis and research from a retail investor with 15 years of experience

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Stock Analysis is what I use to analyze potential investment opportunities in the market.

Deep Dives

Let’s Look at $CASY After Their Post-Earnings Drop

$CASY presents an interesting opportunity especially after their last earnings.

Sep 23 • Bearded Investor

Why I’m Looking Into $BABA As A Potential Investment

I analyze $BABA to see whether Wall Street is missing a potential opportunity.

Sep 17 • Bearded Investor

Is Celsius Holdings (CELH) a Compelling Growth Play or Not? The Activist Shakeup, the Monster Playbook and a Tale of Three Brands

Let's do a deep dive on $CELH and see where we are with this stock. Here is everything you need to know about where Celsius stands today.

Aug 30 • Bearded Investor

ONON is Running Fast in a Shifting Footwear Market

Is this a good investment in the consumer discretionary market arena?

Aug 22 • Bearded Investor

Recommendations

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Newsletters

Research Platform

Deep-dives analyzing individual equities where I look through earnings reports, guidance, management notes/activity and analyst estimates and write about potential undervalued stocks.

Portfolio Updates

Portfolio updates & real-time buy and sell alerts with quick write-ups analyzing the update.

Quick analysis on individual equities that are having big moves due to news, earnings, or other temporary factors.

Portfolio Updates

I Concentrated my Portfolio Today With a Few Buys and Sells

I sold $IAUI and $SCHD for a small profit to consolidate into higher growth and income opportunities.

Sep 18 • Bearded Investor

I Bought More $GPIQ With Option Premiums

My option strategies are having some wild moves, so I thought I would take some time to discuss what’s happening in my portfolio.

Sep 15 • Bearded Investor

I Sold A Covered Call on $AMR and Bought More $GPIQ

I made moves in my portfolio to take advantage of the current state of the market and my portfolio.

Sep 14 • Bearded Investor

Why I Sold a Oct16’26 $600 Strike Put on $CASY

Weighing the risk/reward in this situation, I decided to write a 36 DTE put on $CASY

Sep 10 • Bearded Investor

Quick Dives

Let’s Look at $MU Earnings and What’s Happening With the Stock

$MU reported earnings yesterday after the close, so let’s look at the numbers.

Oct 1 • Bearded Investor

A Quick Look at MongoDB ($MDB) and Why It’s Falling

$MDB is getting crushed today so let’s look at what’s happening and if there is opportunity

Sep 28 • Bearded Investor

GOOG Valuation after Q2'26 Earnings

Google crushed earnings, but capex is still high and free cash flow may suffer

Aug 11 • Bearded Investor

GOOG Valuation for 05-03-2026

Google reported Q1 ‘26 earnings after the bell yesterday and the stock shot up on the results.

May 4 • Bearded Investor

Bearded Investor

Deep-dive equity analysis and research from a retail investor with 15 years of experience

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