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LTCA Opportunities
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Beware of Salesmen & High Fees
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LTCA Members: Growth Stock Ideas

LTCA Opportunities
Meta: The Short Timers Never Learn
July 30, 2026
Meta: The Short Timers Never Learn
July 30, 2026

There are plenty of reasons to dislike Meta CEO Mark Zuckerberg, but playing the long game to win is not one of them. Despite the huge public ownership of Meta shares, Zuck still maintains the majority of the voting rights, and he uses them to make the hard long-term decisions that short-minded Wall Street analysts don’t have the guts to support—or even understand.

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July 30, 2026
SpaceX: Tempting Sell-Off, Musk's Tesla Strategy on Repeat
July 28, 2026
SpaceX: Tempting Sell-Off, Musk's Tesla Strategy on Repeat
July 28, 2026

The post-IPO sell-off in SpaceX (SPCX) has emboldened the bear-case gravedancers. Yet history suggests investors may be looking at the wrong variables. Elon Musk has already demonstrated a remarkably consistent blueprint for building enormous enterprise value by combining mature, cash-generating businesses with high-growth, high-optionality ventures. That strategy transformed Tesla, and it seems Musk is now executing the same playbook with SpaceX.

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July 28, 2026
Micron: Buy The Dips, Unquenchable Memory Demand
July 23, 2026
Micron: Buy The Dips, Unquenchable Memory Demand
July 23, 2026

Micron Technology (MU) is one of the biggest beneficiaries of the artificial intelligence megatrend. Specifically, it has rapidly transformed from a highly cyclical memory manufacturer into a strategic supplier of critical AI infrastructure for data centers. Demand is unquenchable for the foreseeable future, and the market is still slow in digesting this fundamental shift.

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July 23, 2026

BHI Members: Income Ideas

Income Opportunities
Ares Capital: 20 Big-Yield BDCs Ranked
July 29, 2026
Ares Capital: 20 Big-Yield BDCs Ranked
July 29, 2026

A wave of private credit challenges has stoked fear into the publicly-traded big-yield business development company (“BDC”) industry. Prices and price-to-book values are down, short interest is up, and some dividends have already been slashed. However, not all BDCs are the same.

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July 29, 2026
PDI: Despite 7 Big Risks, 16% Yield Worth Considering
July 22, 2026
PDI: Despite 7 Big Risks, 16% Yield Worth Considering
July 22, 2026

The PIMCO Dynamic Income Fund (PDI) is an income-investor favorite for its long history of big monthly income payments. Currently yielding over 16%, the distribution has never been cut. However, investors should also consider the risks before investing because PDI is absolutely not for everyone. This report provides an overview of PDI’s strategy, discusses 7 big risks (including a special focus on “return of capital”), and then concludes with a strong opinion on investing.

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July 22, 2026
Bond Investing Today: A Very Different Environment (7 Bond ETFs Worth Considering)
July 6, 2026
Bond Investing Today: A Very Different Environment (7 Bond ETFs Worth Considering)
July 6, 2026

After a multi-decade strong run for bond returns, things got choppy during the great financial crisis, and downright UGLY after covid (inflation and rate hikes caused horrific negative returns). However, things have stabilized, and investors now have opportunities to earn reasonable income while maintaining diversification and managing risk. Here is some history plus 7 bond ETFs worth considering.

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July 6, 2026

Disclosure: All content is for informational purposes only. Not investment advice. Investments are risky—may lose value.

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