It’s a fact that on Feb 7 Jared Isaacman has officially relinquished his super-voting power over Shift4 Payments (FOUR). This was achieved through a "Simplification Transaction" where the company collapsed its multi-class share structure into a single class of Class …
# I’ve been watching the recent move higher and I’m not convinced this is a full expansion phase yet. Some macro data looks fine. ISM is at 52.6, so growth isn’t breaking down. The yield curve is positive (+0.60), which …
# I’ve been trying to make sense of this rally and I’m not fully convinced it’s a clean expansion phase yet. Some of the data looks solid: ISM is at 52.6 Yield curve is positive (+0.60) VIX cooled to \~19 …
Hi All, I have seen some interesting companies like Monster Energy, Western Digital Corp, Fastenal and Corning. These companies are absolutely phenomenonal and silently beating earnings report. I know you guys would have invested or know about these stocks. Do …
Tempus AI dropped after good earnings, no bad signs, looks oversold and undervalued right now to me. LUNR dropped after a dilution and people panic selling/stop losses being hit? Also looks oversold to me What are your thoughts?
So everyone's piling into AI plays right now the same way people piled into “.com” stocks in the late 90s. You’ve got massive multiples, retail FOMO and and valuations that seem pretty detached from near term fundamentals. At the same …
Was looking at EXL Service (EXLS) and Cognizant (CTSH) recently. Both have dipped massively. There's a line of thinking that this sector gets hammered by AI and erodes billables hours. But another narrative that these guys implement the AI for …
The 2025 MRE established the Viken deposit as a polymetallic super giant. Stock has fallen 70% due to inquiry into alum shale mining risks to environment with a possible result of municipal veto. Inquiry conclusion is expected in 9-12 months …
Merck announced this week that it is creating a separate cancer business, as it braces for the loss of patent protection on Keytruda, the cancer treatment that accounts for nearly half of the company’s revenue. Merck is taking steps to …
I've only gotten to investing a month ago so maybe there's things I don't understand yet. But I see so many posts about the usual Tech suspects. Internacional players less so, but even then, occasionally someone will mention TSMC or …