Letters from Larry: U.S. and China Stock Selection

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QQQ ETF Top 10 DCFs

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7/29 Daily Plan: MSFT DCF Commentary Ahead of Earnings
MSFT DCF Commentary
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Larry Cheung, CFA
DCF Conclusion Study Tables on Tech (QQQ ETF & SOXX ETF)
July 2024 Update
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Larry Cheung, CFA
DCF Conclusion Study on Crowdstrike (CRWD)
What does the Model say about CRWD's potential?
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Larry Cheung, CFA
DCF Summary Table: QQQ ETF and Dow ETF Stocks
Summary Table of DCF Conclusion Studies
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Larry Cheung, CFA
Table-Only: DCF Conclusion Study Update of Top 10 QQQ ETF Stocks.
Table of Conclusions
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Larry Cheung, CFA

Dow ETF Top 10 DCFs

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DCF Conclusion Study on Walmart (WMT)
Most important Retail name along with Costco in S&P 500
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Larry Cheung, CFA
DCF Summary Table: QQQ ETF and Dow ETF Stocks
Summary Table of DCF Conclusion Studies
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Larry Cheung, CFA
DCF Conclusion Study on Amgen (AMGN)
Can Amgen be #3 in the market for Obesity Drugs?
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Larry Cheung, CFA
DCF Conclusion Study on Caterpillar (CAT)
#5 Company in the Dow
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Larry Cheung, CFA
DCF Conclusion Study on Visa (V)
A Name that benefits from Inflation in the Dow
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Larry Cheung, CFA
DCF Conclusion Study on McDonalds (MCD)
MCD: Top 10 Weighted Stock inside the Dow
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Larry Cheung, CFA
DCF Conclusion Study on Home Depot (HD)
We continue to build out our edge to understand the Dow
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Larry Cheung, CFA
DCF Conclusion Study on SalesForce (CRM)
CRM: Top 10 Stock Component in the Dow Jones Industrial Average
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Larry Cheung, CFA
DCF Conclusion Study on United Health (UNH)
The most important company within the Dow Jones Industrial Average
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Larry Cheung, CFA
Letters from Larry: U.S. and China Stock Selection
Letters from Larry: U.S. and China Stock Selection
In my Substack Publication, I do financial modeling on the most important stocks within the Semiconductor SOXX ETF, S&P 500, and Nasdaq-100 to find undervalued opportunities.
Larry Cheung
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SPY ETF Top 10 DCFs

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DCF Conclusion Study Tables on Tech (QQQ ETF & SOXX ETF)
July 2024 Update
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Larry Cheung, CFA
DCF Conclusion Study on Broadcom (AVGO)
Members Research for 5/15
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Larry Cheung, CFA
DCF Conclusions on Google (GOOG)
GOOG DCF Conclusions Shared + Daily Journal for Today
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Larry Cheung, CFA
DCF Conclusions on META
META DCF Conclusions Shared + Daily Journal for Today
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Larry Cheung, CFA
DCF Conclusions on Tesla (TSLA)
TSLA DCF Conclusions Shared
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Larry Cheung, CFA
DCF Conclusion Study on Apple (AAPL)
AAPL DCF Conclusions Shared
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Larry Cheung, CFA
DCF Conclusions on Amazon (AMZN)
AMZN DCF Conclusions Shared
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Larry Cheung, CFA
DCF Model Conclusions on Microsoft (MSFT)
MSFT DCF Conclusions Shared
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Larry Cheung, CFA
NVDA DCF Conclusion Study and Scenario Analysis
The DCF: A powerful tool, even for Intraday/Intermediate-Term Traders
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Larry Cheung, CFA
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