For me it looks a lot like the rational behind Intel. It is the american packaging Company, balance sheet seems to be fine, with a pe below 30x(this is actually better than intel). Mkt cap of only 13B(asx main competitor …
I’ve seen plenty of posts about Uber lately, so I apologize for adding to the trend and asking yet another question about a heavily discussed stock. Nonetheless, Uber is one I’m becoming increasingly interested in. The main reason I view …
Overall the business is growing, slowly, but it’s growing mainly due to international exposure. It has a roughly 75% dividend payout ratio and over a 4.5% yield at the moment. My theory is it will continue to move inversely to …
Based on the [article](https://finance.yahoo.com/markets/stocks/articles/warren-buffetts-863-million-secret-092601887.html), the "proven moneymaking strategy" is investing heavily in broad-market **S&P 500 index funds**. Specifically, Warren Buffett's "secret" portfolio (managed via Berkshire Hathaway subsidiary New England Asset Management) has over **17.3%** of its invested assets (more than …
Been looking at s&p Global lately and I’m kinda surprised how little I see it mentioned here. Everyone seems to talk about Nvidia, Palantir, Microsoft, etc., but SPGI seems to fly completely under the radar. At first glance it looks …
Recently started positions in SOFI, MU and AMZN and plan to hold them for the long term. SOFI: I like the growth in members and products and the idea of having more and more financial services under one platform. I …
Delta reports Q3 Friday before the open Berkshire sold all four of its US airlines in 2020 at a loss. This year, under Abel, it went back in. 39.8M Delta shares in Q1, another 17.5M in Q2. That's 57.3M shares, …
🚨 $LAKE — THIS ONE IS WORTH WATCHING 🚨 My biggest reason for watching **Lakeland Industries ($LAKE)** right now: ☣️ **PNEUMONIC PLAGUE FEARS + PROTECTIVE EQUIPMENT DEMAND** If concerns around pneumonic plague or other highly contagious respiratory pathogens increase, governments, …
Thor Medical (TRMED) Supplier of essential isotopes for next-generation cancer treatment Thor Medical produces the essential isotopes (thorium-228 → lead-212) that form the basis for the new wave of targeted alpha therapies. These are extremely precise radiation treatments that deliver …
I went into Marvell’s Investor Day still not completely sold on the stock. Great AI exposure, sure, but at this valuation I kept wondering how much of the story was already priced in. After yesterday... yeah, I think I was …