I mostly now look at the posts and comments in all investing subreddits as entertainment. In fact, I think it's even more entertaining when reddit is absolutely sure about a stock and it proceeds to do the exact opposite. In …
Saw this one pop up on my screener, looks like some momentum today because of some Cathie Wood news yesterday. That said, short shares available appear to be on a slow decline and Fintel just showed a sudden jump from …
I posted a FactSet (FDS) thesis [here](https://www.reddit.com/r/ValueInvesting/comments/1r12asf/factset_a_steady_compounder_trading_at_a_deep/) a few months back. It’s a steady compounder, beaten down by AI fears, with \~95% client retention. I argued the market was overreacting. They reported Q3 this morning, so here’s how my thesis …
Drilling still finds the copper - but these days, the drill bit follows the capital map. And Canada just drew a bigger one. Canadian juniors are still driven by drilling. That part of the business has not changed. What has …
Copper location matters more now. The White House copper import action made that pretty clear. Copper is no longer being treated as just another industrial metal. It is being framed as a national-security input tied to infrastructure, manufacturing, defense readiness, …
The intersection of machine learning and upstream supply chains is becoming an informative area for fundamental asset tracking, particularly as junior exploration models attempt to optimize legacy workflows. Data suggests that the primary bottleneck in early-stage mineral targeting remains decision-making …
I heard we were putting the fries in the bag?