I really think that SpaceX is a complete utter fraud and failure. I watch with absolute Glee every time starship fails. I'm really praying that every time starship blows up there's a significant drop in the stock price so I …
Here are the numbers EPS: $0.80 vs. $0.79 Expected Revenue: $12.56B vs. $12.58B Expected * Netflix forecast third-quarter revenue of $12.86 billion and diluted EPS of 82 cents * Company will reduce viewing hours disclosure * Second-quarter results roughly in …
The easy version of this story: HCI Group is a Tampa-based Florida homeowners insurer trading at 8x P/E, 18% true FCF yield, with a CEO who's been buying its newly IPO'd tech subsidiary Exzeo in the open market every two …
The two analytical questions I'd most welcome pushback on from this community: First: how durable is the 2022-2023 Florida tort reform improvement? The loss ratio improvement from 55% to 29% is partly structural and partly a reserve release tailwind. My …
I’m sharing this because the data is sitting right out in the open, but the trading volume has gone completely quiet. No hype, just the fundamental setup on QYOU Media (TSXV: $QYOU / OTC:$QYOUF) based on their latest mid-June filings. …
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[Here's the full post if you don't just want to read text.](https://riskpremiumresearch.substack.com/p/verizon-valuation) # Thesis I feel like some of these telecom names are starting to get too cheap to ignore. They have incredibly stable businesses and actually pretty decent margins. …