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The Bear Cave #333

substack_edwin_dorsey / Jul 9, 2026 · 09:23

Welcome to The Bear Cave! Our last premium article was “Problems at StepStone (STEP)” and our next special investigation for paid readers comes out Thursday, July 16.The Bear Cave is now owned by Hunterbrook Media. Readers will continue to receive …

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Can cash be the king once again?

ashm1987reddit / Jul 9, 2026 · 09:11

I mean, there were times in the past when the interest rates reached 8-10% and both the stock market and gold were flat. The economy was deflationary. Ordinary people didn't really have much money back then, so they couldn't take …

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Starting to invest as a 16 year old

Trixikk_reddit / Jul 9, 2026 · 08:59

So, my dad recently helped me open an investment account, and I’d love to hear your advice and experiences. What helped you the most when you started investing, or what do you wish you’d done differently? I have about $550 …

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Is on-chain investigator a viable role to study for?

Mental_Budget_5085reddit / Jul 9, 2026 · 08:53

[](https://www.reddit.com/r/findapath/?f=flair_name%3A%22Findapath-Job%20Choice%2FClarity%22)Hi, I live in Russia and want to move out of here, I don't have any education, I can save up and move to some Russian speaking countries, but I'll probably get stuck, while I am in Russia I have …

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How much does the AI buildout actually have to pay off? I solved each hyperscaler's price backwards

stockoscopereddit / Jul 9, 2026 · 08:52 / MSFT TARGET

Over the last couple of weeks, I posted DCFs on the three big hyperscalers - [Microsoft](https://www.reddit.com/r/ValueInvesting/comments/1uio0by/six_months_ago_we_called_microsoft_overvalued_at/), [Meta](https://www.reddit.com/r/ValueInvesting/comments/1umbmng/the_meta_version_of_my_microsoft_capex_breakdown/), and [Alphabet](https://www.reddit.com/r/ValueInvesting/comments/1upov82/google_looks_cheap_at_27x_earnings_but_a_dcf/). The most common pushback, especially on the Google post, was that I was counting the cost of the AI capex without …

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