Stocks

Portfolio Update: Easter 2026

GEV and INTC holding the line amidst global turmoil

Apr 5 • Aklan Investment Research

Heavy Crude, High Stakes: Coking Units Are an Overlooked Advantage for Refiners

How Venezuela, Canada, and Iran are reshaping the economics of U.S. refining — and why coking capacity is the ticket to play

Mar 23 • Aklan Investment Research

Q4'25 Portillo's (PTLO) Earnings Recap

Now that 2025 is officially in the bag, what can we expect from the fast-casual restaurant this year?

Feb 25 • Aklan Investment Research

Portillo's (PTLO): New Leadership, New Strategy? Decoding the Brett Patterson Hire

Why I think the restaurant might focus its expansion efforts in Florida

Feb 16 • Aklan Investment Research

Q4'25 Reddit (RDDT) Earnings Recap

Revenue and earnings beat expectations. So, why is the stock down?

Feb 7

Flowers Foods (FLO): Is There "Dough" to Be Made in this Bread Company?

Shares of the 'Wonder Bread' company have been cut in half over the last year. How serious are the headwinds?

Feb 4 • Aklan Investment Research

Portillo's (PTLO): 2026 ICR Conference Tidbits, CMO's Marketing Strategy, and Other Updates

Guidance for FY26, Portillo's Perks, and tracking new locations

Jan 13 • Aklan Investment Research

A New Year, A New Beginning: 2026 Portfolio Update

Starting this year, I’m tracking my portfolio weighting, returns, and other key metrics

Jan 1 • Aklan Investment Research

Q2'26 Nike (NKE) Earnings Recap

Is the turnaround strategy working? Are we beginning to see some green shoots?

Dec 19, 2025 • Aklan Investment Research

Assessing the Scalability of QuantumScape (QS) Battery Technology

What's the likelihood the company can commercialize their solid-state batteries by 2030?

Dec 8, 2025 • Aklan Investment Research

5 Stocks I’m Watching Now: Key Picks On My Investment Watchlist

Here's why I've got DOW, UPS, PCG, CAG, and COST on my radar

Nov 17, 2025 • Aklan Investment Research

Q3'25 Portillo's (PTLO) Earnings Recap

Can the Chicago street food restaurant re-accelerate growth in the Lone Star State?

Nov 4, 2025 • Aklan Investment Research

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