My girl told me about this deal at Tommy Bahama (owned by Oxford) where if you sign up for emails you get a free $50 gift card to use on any purchase of $100 or more. If you’re a fan …
Premier Air Charter Holdings filed a 10-Q on May 15 with going-concern language. The filing states substantial doubt about the company's ability to continue operating, citing global economic conditions and market volatility. The balance sheet: \- Revenue: $7.2M \- Gross …
**TL;DR:** SPS Commerce (SPSC) is the digital plumbing that connects retailers like Walmart and Target to their 300,000 suppliers. 96% recurring revenue, 100 straight quarters of growth, $147M net cash, management buying back shares aggressively. The stock cratered 59% because …
I wrote this report on Indian IT services in the AI era. TCS, Infosys, and HCLTech are often treated like defensive cash-generating machines. High margins, strong cash flows, sticky clients, good governance, domestic SIP support. The real question is not …
Earlier this year it felt like sentiment was extremely negative everywhere. People were talking recession, sticky inflation, rate cuts not happening, overvalued tech, AI bubble, consumer weakness, etc. A lot of people sounded convinced the market was headed lower. Now …
Three moves stood out in Berkshire's Q1 13F, but the story is the rotation between two of them: GOOGL: position more than tripled, from 17.8M shares to 54.2M. Roughly $5.6B → $15.6B. About $10B of fresh capital deployed in a …
Berkshire’s Q1 2026 13F had a few surprisingly clear signals. The biggest one: GOOGL. Berkshire increased its Google position from 17.8M shares to 54.2M shares. That is a +204% increase, taking the position from about $5.6B to $15.6B. That is …
All the tech stocks have been doing really well, bought in around 2021-ish with names like AMD TSM etc as well as the usual VTI. The thing is I didn't put in much capital back then since I was younger …
The new positions that jumped out at me: ServiceNow, Nvidia, Broadcom, Adobe, Oracle, Workday, Dell, Intel, Texas Instruments. Meanwhile Amazon, Meta, and Microsoft got trimmed. Even though I don’t like the guy, I’m very tempted to copy his exact portfolio. …
Yeah yeah, ik im late on Cisco. Everyone already talked about it a couple days back. I completely missed the 15% move live. After that I got kinda annoyed and actually went through the earnings properly instead of just scrollin …