Today I trimmed my Wix position to less than 1% of the portfolio (and if it dives back down I will happily buy more again). Last month I posted my Wix thesis on my blog with my model pointing to …
I went through 47,458 insider buys. The biggest ones were actually the worst. I have always paid attention when an insider buys stock, especially when it is a large purchase or the first one in years. So I pulled the …
Charter issued the equivalent of just over 46 million Charter shares to Cox Enterprises. Based on Charter’s share count as of June 30, 2026, and giving effect to the closing of the Liberty Broadband merger and the Cox transaction, Cox …
Hello, I have been aggressively DCA’ing into Saas/fintech stocks this year(TEAM, WDAY, SAP, GPN, TRI, NOW, PYPL, INTU, CRM, ADYEY,ADBE,HUBS, TTD). I started around March with entry points often between 50-60% from tops, thinking that the bottom was near. But …
Do you know of strong performing value investors - 10 year minimum outperformance record - who suddenly or gradually lost their touch and began underperforming significantly? If so, who are they and what was the reason they seemed to struggle …
Those who DCA into individual stocks, how do you decide when to weight one position more heavly than anorte? I have been exxperimenting with more flexiblw approach where i add more to names that seem undervalues or higher quality at …
People just keep assuming Google supplies the oxygen Reddit needs to survive. This is a complete misrepresentation of today’s Reddit. It may have been true in the past, but today Google is increasingly just one distribution channel for Reddit, not …
I'm a native Korean speaker and I read DART (Korea's version of EDGAR) pretty much every day. Yesterday a filing from a tiny KOSDAQ company made me stop scrolling, and since there's basically zero English information about this company anywhere, …
I’m contemplating if WEXE is a good hedge against US stock market and if it is also a good hedge against USD( as it trades in EUR and also holds a lot of other international markets in its portfolio making …
Recently I am keep watching Markel, it is a specialty insurance company that uses its insurance float to invest in stocks and bonds, while also owning a collection of operating businesses through Markel Ventures. In that sense, it's probably one …