Matt Wolodarsky
Stock Idea: Free cash flow zealot dominating unsexy sub-sector of semiconductor industry
Texas Instruments (NASDAQ: TXN) is a free cash flow monster well on its way to achieving dividend aristocrat status
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Matt Wolodarsky
- Jan 2
- 2 min
The Wealthy Owl's Top 10 Dividend Stocks for 2023 report published
As a dividend AND growth investor, I am heartened by the performance of my dividend portfolio this past year.
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Matt Wolodarsky
- Sep 5, 2022
- 24 min
Airbnb Deep Dive: The verb for authentic travel, and maybe a new lifestyle
In early 2020 Airbnb faced a perfect storm. Coming off a significant ramp in spending, news of a deadly virus was emerging that would go...
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Matt Wolodarsky
- Feb 7, 2022
- 38 min
Stock Idea: Roblox is coming of age
It was about a month into the pandemic when Roblox became my five-year old son's obsession, and my saving grace as a parent. Stuck in...
1,639 views0 comments
Matt Wolodarsky
- Jan 1, 2022
- 3 min
The Wealthy Owl's Top 10 Dividend Stocks for 2022 report published
To help investors find and consider solid dividend growth stocks I have published my third annual Top 10 Dividend Stock report
2,348 views0 comments
Matt Wolodarsky
- Nov 25, 2021
- 9 min
Stock Idea: Invest in the most important product of our time
Taiwan Semiconductor provides investors with a rare combination of growth and dividend income.
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Matt Wolodarsky
- Jul 31, 2021
- 31 min
Stock idea: In pursuit of Alpha with Palantir
The thesis for investing in Palantir (or not) is pretty straightforward. You either believe they have the best software for helping companie
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Matt Wolodarsky
- Mar 29, 2021
- 3 min
Stock Idea: Stable dividend grower to capitalize on connectivity and data thematic
Two of the most prominent drivers of our ever increasing digital world are connectivity and data. More and more devices and things are...
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Matt Wolodarsky
- Feb 21, 2021
- 30 min
My favorite investing thematics for the next decade
“If you're looking for a home run -- a great investment for five years or 10 years or more -- then the only way to beat this enormous fog...
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Matt Wolodarsky
- Jan 8, 2021
- 3 min
*Stock Idea* 130+ year old home entertainment company undergoing overdue transformation
A 130+ year old home entertainment company that got its start in playing cards, Nintendo is undergoing a major transformation.
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Matt Wolodarsky
- Dec 15, 2020
- 3 min
Top 10 Dividend Stocks for 2021 report published
I am a big fan of dividend growth investing. You might say I have an obsession with dividends. I believe dividends are the world's most...
1,753 views0 comments
Matt Wolodarsky
- Oct 29, 2020
- 8 min
Battle of the Digital Transformation Supply Chain Stocks
Part 6 of 6 part series Part 1: Cloud Platform Provider Stock Analysis Series Part 2: Why Fastly Could Be a Multi Bagger Over the Next...
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Matt Wolodarsky
- Oct 13, 2020
- 11 min
Stock Idea: ServiceNow is growing into credible PaaS provider under Wall Street's nose
Part 5 of 6 part series Part 1: Assessing the macro trend of cloud platform providers powering digital transformation and investing gains...
1,026 views0 comments
Matt Wolodarsky
- Aug 30, 2020
- 14 min
Stock Idea: Can PagerDuty cross the chasm from niche to mainstream for outsized investor returns
The investment story of PagerDuty (NYSE: PD) is one of digital transformation and its ability to expand beyond the niche DevOps market
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Matt Wolodarsky
- Jul 29, 2020
- 13 min
Stock Idea: Alteryx is leading the data driven digital transformation revolution
Part 3 of 6 part series Part 1: Cloud Platform Provider Stock Analysis Series Part 2: Why Fastly Could Be a Multi Bagger Over the Next...
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Matt Wolodarsky
- Jul 6, 2020
- 12 min
Stock Idea: Why Fastly Could Be a Multi Bagger Over the Next Few Years
Part 2 of 6 part series Part 1: Cloud Platform Provider Stock Analysis Series Part 3: Alteryx is leading the data driven digital...
3,867 views0 comments
Matt Wolodarsky
- Jun 20, 2020
- 5 min
Cloud platform providers powering digital transformation and investing gains
WW spending on the tech enabling digital transformation is forecasted to reach $2.3 trillion in 2023. How can investors capture this value?
1,031 views0 comments
Matt Wolodarsky
- May 28, 2020
- 24 min
Finding the next digital transformation investing homerun
Summary: The top two performing stocks of the last decade, Netflix and Domino’s, are often the two most cited case studies of companies...
672 views0 comments
Matt Wolodarsky
- Jan 18, 2020
- 10 min
Stock Ideas: Yext vs. HubSpot
Yext (NYSE:YEXT) and HubSpot (NYSE:HUBS) are two Software-as-a-Service (SaaS) companies turning traditional marketing on its head.
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Matt Wolodarsky
- Dec 11, 2019
- 2 min
*Stock Idea* Recession proof dividend aristocrat offering predictable and growing income
Fortis is a recession proof business, that offers predictable and growing income. What else
can you ask for from a dividend income stock.
244 views0 comments
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