UnitedHealth just dropped Q2 numbers and the headline looks great: adjusted EPS of $6.38 vs \~$4.90 consensus (\~30% beat), and they raised full-year adjusted EPS guidance to $19.50–$20.00 from >$18.25. Medical care ratio improved to 86.7% from 89.4% a year …
TBH, I really don't understand what's happening with the market right now. It feels like all the war-related news isn't having much of an impact anymore. At best, it seems to prevent the market from moving higher for a while, …
Tiderock Companies -OTC: TDRK operates a UK composites manufacturing business through its subsidiary. In the most recent quarter, manufacturing revenue increased 46% year-over-year and they reported a high gross margin of about 85%. They also signed a five-year lease on …
Hello friends, I wanted to share a quick update on my latest portfolio move. Here is my thesis on [**$BR**](https://www.blossomsocial.com/stocks/BR-STOCK-US-USD), which I bought at $147.50, increasing its weight from 0% to 7.5% of my portfolio. ***Business moat:*** [**$BR**](https://www.blossomsocial.com/stocks/BR-STOCK-US-USD) is the …
Would be nice if altcoins could hold a range for a while and just go sideways to give some confidence in the market. The last 2 years was like, can't go up, needs to dump. That's exhausting. Can altcoins give …
Run a Deep Dive on Netflix this morning to see how to position before earnings
I spend more time on this app than any other. In the AI age, they have both an authentic human platform as well as an immense amount of AI training data to monetize. I am a believer in this company …
Coins in my portfolio include: Chainlink (LINK) 15.43% Hedera (HBAR) 14.15% OriginTrail (TRAC) **9.97%** Wayfinder (PROMPT) **9.75%** Ondo (ONDO) **9.58%** Render (RENDER) **8.12%** Sui (SUI) **7.54%** Solana (SOL) **7.09%** SPX6900 (SPX) **5.52%** XRP **5.18%** Monad (MON) **4.42%** Pepe (PEPE) **2.21%** …