Okay this might be obvious to people who pay closer attention to filings than I do but I just spent a weekend going through Airbnb's last two 10-Ks and there's something on there that I can't stop thinking about. The …
I sold off my Palantir ( not at the ath dang it) and bought into VCX at $86 and it's done very well. Mostly bought because my work was now moving to Claude from Palantir and Anthropic was getting hyped …
Alvotech developes and manufactures biosimilars, cheaper copies of expensive drugs. They handle everything in house from cell line development through to final manufacturing, which gives them a cost advantage. Five biosimilars already approved and selling across 90 countries: copies of …
Dear Mr. Cohen, The Board, with the support of its independent advisors, has thoroughly reviewed your proposal and has determined to reject it. We have concluded that your proposal is neither credible nor attractive. We have taken into account such …
This is just a hypothetical question, but let's say you could have a guaranteed annual yield for the next, let's say, 20 years. How high would it have to be for you to stop investing in individual stocks? A reasonable …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including …
one reason i treat $BREW more like a defensive hold than a normal consumer discretionary play is how sticky caffeine consumption really is people cut back on a lot of things during weaker economies, but daily coffee and energy …
The stock is down 11% YTD and I still think institutions are underestimating how many copies of the game will be sold. As soon as the numbers come in, the stock will jump, I just don't understand what people are …
I think the AI trade is nearing a peak and want to diversify. There's this crazy narrative in the market that AI is the only source of growth but I don't think that's true. A few I like: \- Internet …
With all the recent UAP/UFO news, congressional hearings, whistleblower claims, Pentagon investigations, and documentaries like The Phenomenon and The Age of Disclosure, I’ve been thinking about this from an investing perspective. If governments eventually confirmed that UAPs are real or …