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10 Undervalued Wide-Moat Stocks Worth Buying Right Now — Morningstar
I agree with quite a few of these and continue to appreciate MS’ valuation method and moat rating system.
Posts
Raw signal, scraped and timestamped.
Source material behind every call on the tape.
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Disregard Private Credit Liquidity Tests. Acquire BLACKROCK. Long $BLK
This DD but also an open reply to u/DueDilligenceTrader and their post but also an option for those looking to take action rather than just read and discuss (are we r/WallStreetCasualTalks now?) >[Private Credit Is Passing Its First Real Liquidity …
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Investment Baskets for Beginners created by community
During Covid there was a time when I had invested in over 100 stocks and some 15 Mutual Funds. I used to explore all the ideas and then invest in them. While this felt awesome , it did not materially …
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What happened to WEN Memes?
There’s normally a plethora of Wendy’s dumpster memes, but it looks like mods purged all of them early this morning. Now it’s all SPCX this and SPCX that. I know we all love some good loss porn, but are we …
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The SaaS Apocalypse: The Absurdity of the "SaaS Doomsday" Narrative Buy $MSFT $NOW $CRM $SAP $TEAM $WDAY When the Market Is Most Afraid
> # Part 1: Software Moats Are Never About Code — They Are About Ecosystems and Standards The SaaS doomsday narrative comes in two classic variants, both circulating widely across X and financial communities, both sounding plausible on the surface, …
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NVIDIA just had its best quarter ever. Here's why the stock doesn't care.
The short answer: **everyone who can buy it already owns it,** and the revenue lines that would force a model revision haven't printed in a quarterly filing yet. The long answer: On May 20, NVIDIA reported $81.6B revenue, up 85% …