Source material behind every call on the tape.
Hey all, I’ve been investing for almost a year now. I studied Graham, Munger, Buffet and listened to Peter Lynch. I enjoy the information they have. I’m struggling on deciding when to take profits. I bought into oil CVX just …
Even with the US/Iran conflict is (hopefully) sunsetting, rebuilding munitions stockpiles is going to be one of the highest-priority defense tasks churning below the surface. In just a few months, the US mil drew down its interceptor stockpiles faster than …
Been reading more about Ledger’s clear signing push lately and my main takeaway was just “how did we accept blind signing as normal for this long?” If you explained to someone outside crypto that people regularly approve financial transactions they …
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hey, I’ve been thinking a lot about the diversification vs concentration debate. The discussion usually gets stuck between “own 20-25 stocks and you’re diversified” and “just concentrate in your best ideas,” which feels too simplistic. So I wrote up a …
This is the completed deep value report as promised. ( Not investment advice.)
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including …
Maybe I'm overthinking this. A while ago I noticed that some analysts on X with huge followings can get thousands of likes on a prediction, even when their track record isn't publicly available. At the same time, there are traders …
**TL;DR** ZEPP / Amazfit might be a hated wearable turnaround trading around 0.4x book because people still think it is cheap Chinese fitness-band trash. Product sentiment has improved. Revenue is growing. Brand is trying to become Garmin-lite for the HYROX/running/fitness …
**Officinal PR :** [https://www.newswire.ca/news-releases/high-tide-reports-second-quarter-2026-financial-results-featuring-record-revenue-of-179-3mm-and-adjusted-ebitda-of-13-9mm-889092761.html](https://www.newswire.ca/news-releases/high-tide-reports-second-quarter-2026-financial-results-featuring-record-revenue-of-179-3mm-and-adjusted-ebitda-of-13-9mm-889092761.html) **Q2 FY2026: $179.3M revenue (+30% YoY, fastest growth in 11 quarters), record $13.9M Adjusted EBITDA (+73% YoY), positive net income and free cash flow, plus a $40M BMO credit agreement.** HITI is becoming the definition of …