Source material behind every call on the tape.
We know that Amazon recently [opened](https://www.reuters.com/business/retail-consumer/amazon-opens-up-its-logistics-network-other-businesses-2026-05-04/) up its supply chain services to other companies. Right after that happened, UPS and FedEx stock dropped although it has recovered since then. I’m no expert in freight, transportation, and logistics, but I do …
Today’s Letter Is Brought To You by BitcoinIRA!A few weeks ago I said, “Most of crypto is dead, and most of what’s left isn’t coming back.” The noise didn’t surprise me. The DMs did.Same question, over and over: okay, so …
Thanks for reading Stock Analysis Compilation! Subscribe for free to receive new posts and support my work.Upgrade Your Edge on HFBestIdeas.com 🚀Stop spending hours sourcing and digesting Hedge Fund letters. Let HFBestIdeas do the manual work for you and turn …
Follow Faithful PoliticsThe views and opinions expressed here are solely my own and do not represent those of my employer, any affiliated organization, or any institution with which I am associated. said that “America’s story cannot be told honestly without …
Disclaimer: These materials are for information only, not investment advice. Neither Investing City LLC nor Infuse Partners LP accept any liability for actions taken based on this content.Let’s get right into it!NuBefore getting into the main section, Nu had a …
Welcome to another edition of TSOH Weekly Roundup. Each update features a Chart of the Week, along with a brief discussion on three news items relevant to companies in the TSOH investable universe.Chart Of The Week (from “Dollar General: Miles …
I used to look at this sub to find plays but now like 90% of the posts are about LVFN. We all know about it, so can we move on or AT LEAST limit the posts. Let’s go back ti …
I believe that there's a compelling case to be made that if companies like Adobe or Paypal were to switch to dividends, away from buybacks, their stock prices would benefit. This has to do with the terminal nature of buybacks. …
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