I have read the following investment books in total: \- Intelligent Investor, \- Essays by Warren Buffet \- Peter Lynch, One up on Wall Street. I liked Peter's approach, enjoyed the book immensely, but I found it really difficult to …
Credit to twitter - [https://x.com/thebuildout\_co](https://x.com/thebuildout_co) Most of the lists are stopping at Layer 1 the big guys, but the real value lives in really going much much deeper. The big names might give us 1.2-1.5x, but there are some small …
Our hypothesis on UK housebuilders has been there the industry is fundamentally unhealthy - building homes costs too much relative to the price people want to buy. Today's FY26 "pre-close" statement from Barratt Redrow illustrates his point. **Barratt Redrow on …
Hey guys, I tried asking AI why IBM released earnings early and I get the response, "to explain a significant performance shortfall to investors." I don't find that a satisfying explanation and am hoping this sub could help. Is it …
Here's the source: [https://live.euronext.com/en/financial-news/exclusive-stripe-advent-offer-buy-paypal-more-53-billion-sources-say](https://live.euronext.com/en/financial-news/exclusive-stripe-advent-offer-buy-paypal-more-53-billion-sources-say) Payments company Stripe and private equity firm Advent International have made a joint offer to acquire PayPal Holdings Inc for $60.50 per share, in a deal that would value the payments company at more than $53 …
I've been combing through some deep-value plays lately and stumbled upon a potentially interesting setup in a French small cap auto parts supplier. Weirdly I find that longer posts occasionally get shit on in the comments in this sub, so …
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Hi everyone, I want to share a structural investment thesis on why AMD is positioned to capture a massive share of the AI inference market from Nvidia, and why the market is currently mispricing AMD's system-level cost advantages. **The Core …
For years my earnings call routine was track down the IR webcast (replays sometimes expired by the time I get to it), or pay Seeking Alpha for a transcript I then read top to bottom. Got sick of it and …
IBM had its worst single-day drop ever on Tuesday — down \~25.2%, from $290.23 to $217.07. A bigger one-day percentage loss than Black Monday 1987. About $69B of market cap gone in a session (WSJ). What's unusual is why, and …