Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

NVIDIA Standing Tall in Semiconductor Purgatory (NVDA)

There’s been no shortage of news and activity surrounding NVDA lately. On one hand, the graphics chipmaker has been getting some love in the form of CNBC plugs and the occasional “hey check these guys out” mention. The increased name-dropping is warranted considering that shares have staged a rather sustained (by today’s terms) and impressive [...]

More on this topic (What's this?)
Nasdaq briefly - 2 Nov
NVDA: Look Ahead to January 2009 Quarterly Results
NVDA: Financial Analysis through October 2008 (Updated)
Read more on NVIDIA at Wikinvest

Sell-Siders Flee Electronic Arts; A Great Time to Step In? (ERTS)

I should put it out there that I’m not a contrarian by nature. Sometimes I agree with what the ole’ herd has to say. It just so happens that lately, the sell-side community has been slicing the ball so severely that “zigging when they zag” seems the smartest move.
In many years of covering Electronic Arts [...]