Guidewire keeps showing up in my screens as a wide moat software name that’s still undervalued, and earnings are due early June. They run the core systems for property and casualty insurers - policy admin, billing, claims. Sticky stuff with …
The numbers on Veeva Systems feels like one of those quality setups that doesn’t get enough talk here. Most chase big tech hype but this one has the wide moat, steady free cash flow, and a catalyst coming that could …
I have my big money in my taxable brokerage account and am aware that when I sell a stock for a profit, I incur capital gains, and those balance out with selling a stock for a loss. I want more …
Korea's export data for semiconductors are usually an early indicator for Samsung and SKH operating profits. Hence, we are expecting an unprecedented earnings beat for Q2. https://www.chosun.com/english/market-money-en/2026/05/21/CLNYE5H4VNHS5ISB265TCEHOLU/ "Exports from May 1 to 20 increased by 64.8% compared to the same …
The market is basically pricing a $1B cash pile and two profitable businesses at $1.3B as if they are going to zero in less than a year. First off the company has $900M in net cash which is equivalent to …
Chinese capital is leaving China for America at a record pace.In 2025, around $1 trillion left China, one of the biggest capital outflows in recent years. Compared to 2021, the amount of money leaving the country has more than doubled. …
Dumb beginner here. Has anyone felt like they bought some stocks and they shot up way faster/higher than you assumed and wanted to get out quickly, and were forced to factor taxes into your timing? I don’t invest much at …
I have been building underlying stock positions for these following four eVTOL companies: JOBY, ARCH, EVTL, HOVR. I just love the diverse applications of these platforms, and wanted a small allocation of my portfolio to be a part of this …
**Chinese semiconductor firms have begun flooding the market with domestically produced DRAM and NAND chips in a move that analysts believe could drive down memory and storage prices, offering consumers some much-needed relief. Reports suggest that several leading global PC …
The numbers here are honestly wild for a company this small. Current short interest is sitting around 3.85 million shares, which is roughly 39% to 44% of the float depending on the source. That is an insanely high percentage for …