I don’t know which companies will profit from AI eventually, because there are a lot of companies in the race and I don’t know who will win. Maybe open source, maybe google, maybe Microsoft, maybe OpenAI, maybe Anthropic… But what …
During Sea's Q2 2026 earnings call last week, it was mentioned that they are growing faster than their competitors in Brazil, taking a shot at MELI and hinting that they are winning the competition. Since 53%-55% of MELI's revenue is …
The core business is doing everything right. Bookings have grown over 20% YoY for four straight quarters, EBITDA is up 33% YoY, margins keep expanding, and membership plus cross-platform engagement are both at all-time highs. Management is even guiding toward …
Robinhood Gold ended their partnership with Morningstar earlier this month, and I’m trying to decide if I should pay for a subscription or not. As a 50/50 value/growth investor, I really appreciate their valuation method and am already familiar with …
Hyundai Corporation Holdings (KOSPI: 227840) licenses the HYUNDAI trademark for electronics, tools and small generators outside Korea. Nothing to do with the carmaker — the rights came from Hynix Semiconductor, the former Hyundai Electronics, in 2007. That business earned **₩26.0bn …
Hi everyone, I hope everyone is doing well on their ends. Hi I'm a swing trader and generally I trade gold and stocks. Just started to learn how to do fundamental analysis on stocks and gold. So can anyone suggest …
Taking all factors into account, please rank your favorite MAG 7 in order of preference from 1 to 7.
Two opposing views below, **Law of large numbers argument:** “Google is already enormous, so it becomes harder to grow rapidly.” **Pareto/power-law argument:** “If AI dramatically expands the economic pie, the strongest platforms can become disproportionately larger because advantages compound. In …
Mr Market going crazy again, but doubling (almost tripling) its valuation of Moderna OVERNIGHT. I’m amazed to not see a large scale discussion of this, on this sub. Edit: Clearly super crazy with me calling Mr Market Mr Crazy haha! …
**Law of large numbers argument:** “Google is already enormous, so it becomes harder to grow rapidly.” **Pareto/power-law argument:** “If AI dramatically expands the economic pie, the strongest platforms can become disproportionately larger because advantages compound. In accordance with the Pareto …