Anyone have any thoughts on shoe? I've done some research and it seems like one of the most financially stable value stocks thats oversold that I can find. The previous ceo was rebannering shoe carnival stores as shoe station and …
Winter approaching People will be trapped indoors this winter looking for something to watch. Meanwhile, Netflix has my boy Bill Ackman coming back into the stock. Subscription growth Netflix will report its year end subscriber count with its Q4 earnings. …
Question for people who write research or DD notes professionally: before publishing, do you have any way to catch an old number that never got refreshed, a claim you never actually verified, or an assumption quietly invalidated by newer data? …
I was going through Berkshire’s Q2 13F and the change in posture is pretty dramatic. Berkshire bought $23.5B of stocks during the quarter and sold only $3.7B, ending a run of 14 straight quarters as a net seller. Cash also …
A remarkably low beta of .31, 5 year returns over 300% Compared to Mag 7 and large Canadian Banks, returns head and shoulders above all except Nvidia. Why don't I see the name here more often? PE 23 just a …
I don't really understand it tbh Netflix has a lot of good shows can't be found on youtube or other streaming sites AI will definitely change the game and the platform has a great opportunity to be one of the …
**2x trailing earnings, 1x book, 0.4x sales, 2.5x FCF and 1.4x EV/EBITDA after reporting $261M H1 revenue, $45.8M net income and $61.4M operating cash flow. Future 45X credits could be HUGE. Risks: Ethiopia/CBP, Commerce, new tariffs, lower normalized margins, financing …
I compiled the Q2 2026 13F filings of 46 well-known value managers (Berkshire, Appaloosa, Himalaya, Baupost, Fundsmith, Oakmark, etc.) to see what they actually did as a group. A few things stood out: \*\*They split hard on Alphabet (GOOGL).\*\* It …
I was trying to value Markel today , and I found out that it has securities worth 13.5 billion in companies like Berkshire and Google etc . I wanted to value this at 50 percent of its current value (in …
As Warren Buffet already started: "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." You named them: PYPL, TTD, ADBE. These stocks are decent companies with ridiculous low valuations, …