It is good practice to think through and write about stocks you are watching. This is that. Let me know what yall think or what you are watching and why. # Quarterhill $QTRHF $QTRH.TO Canadian company that essentially operates in …
Alright you beautiful degenerates, time to stop staring at charts for five minutes and listen up. One of our three letter agencies needs beds. Not the ones you’re laying in as you read this post while debating what to full …
Seems like many look for big tech at reasonable price-to-earnings multiples. Two names kept showing up, both below the market average. Both spending heavily on AI infrastructure. The cash flow story is where they split: **MSFT** **at 23x earnings sounds …
I posted about selling compute being the way of the future and a lot of you mocked me. But look at what happened in the next few days. META is selling cloud compute now, their stock just jumped 10% and …
I’ve been looking into companies involved in strengthening the U.S. critical minerals supply chain, and one that stood out to me is CleanTech Vanadium. While lithium and rare earths tend to dominate the conversation, fluorspar receives far less attention despite …
I've been following Nike for a while, and management's entire thesis in recent times has been that they're in the middle of a deliberate, sequenced comeback. They've comitted a few strategic blunders following the Covid period (such as going all …
Going to bed, have set a take profit level on the NBIS puts in case it decides to V, other than that the rest still holding Glad to announce I have made back all my losses++ since the last time …
I ran a conservative DCF on AMZN and the results speak for themselves. AMZN is currently trading at 28.5× earnings and 17.4× operating cash flow both 29% below their 5-year averages of 52.1× and 21.2× respectively. The market seems to …