Are you familiar with the book "Rule One Investing" by Phil Town? It basically gives you specific steps for analyzing a company using the Buffett method, and I find it interesting to look at MSFT this way. Basic gist of …
LMT: stop chasing the tapeLook, a Limit order is the most basic thing in trading and somehow people still skip it. You name your price, you only get filled there or better. No "oh I clicked market and bought the …
"It's priced in." Priced in by who? Nobody knows the correct price of anything. A stock price is just where the last trade happened. That's it. There's no machine calculating what things should be worth. And no, the market doesn't …
Both used to sell basically one product to one company. CALM- eggs to Walmart SWKS- chips to Apple Both have diversified where now 50% of CALMs revenue comes from prepaid food/quick cook restaurant eggs. And 40% of SWKS to auto/data …
Veeva is much more niche, hence it isn't as big of a household name as ServiceNow. However, for every reason someone might invest in ServiceNow, I find Veeva makes a better case. Think ServiceNow has a deep moat because it's …
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I keep seeing young people in Miami and online flexing Lambos, SVJs, watches, penthouses, crazy trips, and saying it all came from crypto. I know a lot of it is probably fake, rented, inherited money, paid promotions, or straight-up scams. …
I don’t have an agenda; I hold both stocks and I’m curious about the bull case for Amazon over Google. From my perspective, Google looks like the stronger play right now. They have a lower valuation and a solid hedge …