SkiesCapital Captain’s Log

REITs require a different instrument panel. This episode explains the gauges investors should use before buying real estate through the stock market. In this Day 17 SkiesCapital episode, Captain Pierce breaks down how to evaluate Real Estate Investment Trusts using REIT-specific gauges instead of standard stock metrics that can mislead investors. We cover why P/E and EPS often fail for REITs, why...

Novo Nordisk just reported Q1 2026 earnings, and the setup changed. Heading into the quarter, NVO was flying through rough weather: pricing pressure, Ozempic slowing, Lilly competition, and questions about whether the GLP-1 growth story was weakening. But Q1 gave the thesis its first real lift in several quarters. In this Captain’s Log, we review the Wegovy pill launch, adjusted sales pressure, th...

Stryker’s Q1 2026 quarter missed on revenue and earnings after a late-quarter cyber incident disrupted manufacturing and delayed shipments. But did the business actually break? In this Captain’s Log, I break down: what missed what held the key headwinds valuation after the selloff what price makes SYK worth boarding what I need to see in Q2 Hosted by Captain Pierce of SkiesCapital. Think Clearly....

Alphabet reported a critical Q1 2026 quarter , with Google Cloud growth accelerating 63% and the investment case looking stronger than many expected. In this Captain’s Log, I break down: what the quarter proved what mattered most the key risks valuation after earnings what I’m watching next Hosted by Captain Pierce of SkiesCapital. Think Clearly. Invest Better. This episode is for educational purp...