Gavin Thorne has invested in U.S. equities for six years and previously worked at a large publicly listed internet company. On StockVane he writes single-stock analysis with an income slant, often built around cash-secured puts on businesses he can explain in a sentence. His articles are analysis and opinion, not personalized advice — see StockVane's Editorial Standards and Disclaimer.
Constellation trades 37.9% below its high while forward EPS of $11.67 is within 2% of fiscal 2024’s record. The database holds no restart data, so we test what was priced in: margins, target cuts, and…
MercadoLibre grew revenue 39% while Amazon grew 12%, and it costs 2.6 times sales against Amazon’s 3.6. On earnings there is no discount at all: 48.6 trailing against 20.4. Here is where the profit went,…
Lockheed Martin revenue is up 15% in five years while operating margin fell from 13.6% to 10.3%, and only 36% of 14 analysts say buy, one of them Goldman with a sell. The database has…
Snowflake lost $1.33 billion last fiscal year on $4.7 billion of sales, with a P/E of -104.9, yet its quant grade holds at B. We read the margin trend, the 35% growth quarter and the…
Intuitive Surgical is 35% below its high and at the 3rd percentile of its own five-year P/E range, yet it still costs 45 times earnings. We check the income statement, the recurring revenue mix and…
Vertex’s cystic fibrosis drugs still made 96 cents of each segment revenue dollar last quarter, against 3.8 cents for Casgevy and Journavx. We test the title’s claim here and name the numbers that would confirm…
Berkshire has two analysts and no dividend at a $1,091 billion value. Premiums held near $22 billion a quarter while profit swung from $4.67B to $30.86B. The price sits on Morningstar’s $510 fair value, so…
The lowest price target on S&P Global sits 23% above the stock, and all 17 analysts say buy. We check the 2022 margin break itself, the slow recovery, a forward P/E that barely moves, and…
ServiceNow trades at 73 times forward earnings, three times the software average. At 20% EPS growth it takes about five years just to reach 30 times. We test what the price assumes about AI agents…
Uber lost $9.1 billion in 2022 and earned $10.1 billion in 2025, yet the stock is 30.9% below its high. Operating margin rose four years running, but revenue growth has slowed to 12%. Here is…