Source material behind every call on the tape.
These are all fantastic businesses, but I can’t quite get past the fact that so much of their recent profitability and margin expansion is being driven by the massive scaling of their loan books. They are operating in developing markets …
I think this will provide me on an aggressive position, with no BTC purposely. For each dollar added each fortnight on crypto, I'll be adding VGS, VAS and DHHF (30%, 20%, and 50%) via CMC market? Any suggestion on my …
With the recent market pullback, I like Xylem as a pure-play water tech giant with very good macro tailwinds. Had it on my radar for a while but was always too expensive, now after the pullback and not really doing …
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And it never did. But its share price dropped by more than 50% and it took more than a decade for the price to recover. PE ratios of MSFT and most other tech stocks dropped to around 10-15 at the …
“Retail investors have never traded more options.” Let’s show ‘em what we’re made of.
Microsoft is currently underperforming the market with a roughly \~20% drawdown year to date. They are also the only company that is facing all three of the "major threats" that have overshadowed the 2026 market space. Those are: * Fear …
Feels so artificially low sub $85 a barrel. 90 day or 180 day play? Who is making moves in oil what are you looking to place ? I’m going in strong this level and lower over the next 60 days …
I'm not directly invested in any SaaS stocks. I'm mostly in financials (insurance) and some staples. Google is my only tech stock. Given you SaaS guys and gals have overtaken this sub, I'm curious when you expect companies like MSFT, …
Thurdays catalyst CDT: exposure to Quantum Computing through Sarborg stake CDT: 5m shares outstanding 127.5m / 5m = $25.5 per share CDT (Nasdaq: CDT) highlighted Sarborg’s latest fundraise from a New York-based private investment fund at $125,000 per share, implying …