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Raw signal, scraped and timestamped.
Source material behind every call on the tape.
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Portfolio diversification
Jeremy Grantham was in the Diary of a CEO podcast and, besides predicting yet another bubble, suggests disinvesting in the USA by investing in index funds that exclude the USA. Also a bit of gold/silver, plus bonds. What do you …
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WSJ: Michael Burry Cites ‘Beginning of the End’ With New AI Short Bets
Bullish: https://www.wsj.com/finance/stocks/michael-burry-cites-beginning-of-the-end-with-new-ai-short-bets-50793c12
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ZIM: 40% to 300% Gain Potential on Merger Arbitrage
*I'll try to keep this simple and brief.* **NYSE: ZIM** Integrated Shipping Services Ltd. Think boats, oceans, and moving goods. **ZIM** has a **signed merger agreement** from Hapag-Lloyd **for** **$35.00 per Share in Cash** and the stock is currently trading …
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Update to Rule 4
We should have done this a long time ago, apologies that we haven't but we sort of assumed that the fad of vibe coding AI tools would wear off. It clearly hasn't and is here to stay. We have also …
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NN Inc. (NNBR) at $3.80, Fair Value $16
This one is interesting. Might need to cool off first though.
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PayPal Doesn't Need to Grow – It Needs to Stop Falling – A Mispriced Cash Machine With a Cannibal Buyback
The market prices PayPal like a structurally dying company. I think it's pricing in a scenario the numbers don't support, and I want this thesis attacked before Q2 earnings on July 28. I hold a position, so I'm biased – …
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MU Question
How could you explain to me the fall of MU these days? I saw the results of Q3 and I assumed that it was going to go up much more than what it went up on the day of the …
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