All three stocks have been undergoing a hypergrowth stage of business. I want to go through each of their business models because many people in this subreddit seem not to really understand what they do, how they make money, and …
Quantitative Valuation of Coupang ($CPNG) *(i watched my investment in Coupang fall from a +30% to a present near -40%. All in less than a year due to a major data breach. anyway, this post isn't about the why or …
Last 10 years: Alphabet returned 8.9x QQQ returned 6.6x Given Alphabet's market cap, its upside may be relatively limited from here, whereas the law of large numbers doesn't apply to QQQ. Therefore, would it be prudent to invest in Alphabet …
The 30-year Treasury yield just pushed above 5.3%, its highest level in nearly two decades. Everyone keeps focusing on whether the Fed cuts, holds, or hikes next. But I’m starting to wonder if that’s becoming less important for markets than …
There are not many businesses that actually have a strong moat in their own category. Look at some of the companies the market is willing to value at huge premiums: |Company|Market Cap|Latest Q Revenue|YoY Growth|GAAP Net Margin|Competition| |:-|:-|:-|:-|:-|:-| ||||||| |**Cloudflare …
A growing share of Nvidia’s demand is being financed through debt. A $500B financing vehicle with Apollo & Co. allows data center operators to borrow money to buy GPUs. Nvidia is also backstopping part of OpenAI’s lease obligations in Ohio, …
I backtracked the stocks I recommended in January and April and in may and here is the outcom. in january /february I recommended selling energy (oil exp stocks) and buy or keep refineries. So i sold bp, hal and shell …
What do you guys think of buying stocks in a large selection of companies that have high profit margins as opposed to just index funds? Not everything in index funds is highly profitable, so why not narrow it down a …
The whole lawsuit and capex deal are driving the price down so much, im going to keep on buying the dip as im just building up the position and i think it is also a great long term hold, …
The London Stock Exchange, at first glance, seems to be just an exchange. However, its business has undergone significant changes after the acquisition of Refinitiv. The current LSEG exchange now contributes a relatively small portion of the revenue. Instead, more …