Source material behind every call on the tape.
Fairly long term holder - 6 years or so so it’s been a good journey for me. Not life changing but reasonably good. But, the hard reality is what problem solution does any crypto really solve? I recently watched an …
INLF has recently seen a massive drop, falling from around $4 down to roughly $0.16 in a very short period. That kind of move obviously raises a lot of questions about what’s going on behind the scenes. After a selloff …
I’m long on QCOM for 8 years now. Watching what Cristiano Amon has done with Qualcomm has been great. So many shrewd moves and partnerships. In the Internet forum tech world, they have this evil legacy rent seeking patent troll …
Before I get into HOME, I want to point something out. My last two Reddit calls have turned into winners in short time after me posting, despite Bitcoin and the rest of the crypto market getting absolutely …
I have been buying MSFT every single dip below $400, but as everyone knows, there have been too many dips. I have ended up with MSFT being almost 50% of my portfolio. (The rest is mostly Google, AMZN, and META) …
Here is my DCF valuation for Alphabet: [https://docs.google.com/spreadsheets/d/1z\_ZsFT5\_m7KVIllkJLMNr3YDa9DrNbRDIG0b7BXaDEM/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1z_ZsFT5_m7KVIllkJLMNr3YDa9DrNbRDIG0b7BXaDEM/edit?usp=sharing) I assume around 20% CAGR for the next 10 years and they keep their margins up at around 35% as well. To get around AI capex, I also assume some reasonable sales/capital …
NBIS and RKLB getting listed on June 22 I'm wondering what's the general pattern when stocks are getting listed, if we hold NBIS and RKLB, will it tend to go up when getting listed? or is it a bit random? …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) …