It’s got a PE around 21, Costco trades at 48. They’re Growing in Texas. They’ve primarily operated in the northeast but are trying to make inroads in growth areas now. Larger variety of items and a more convenient shopping experience …
I've been making my way through this subs wiki and found value ( :-) ) in the youtube links to courses from A. Damodaran. I downloaded his FCFF Valuation Model/Excel and have been getting familiar with it and that is …
I used to be a TTD investor myself, so this isn't coming from someone who has always hated the company. But at some point, **rationality has to come first**. Being emotionally attached to an investment thesis after the underlying business …
My drug of choice was junk food. I went to 20 stone, tried everything- keto, etc but nothing ever worked. Then I tried Zepbound (aka Mounjaro), and I went down to 12 stone. In my opinion, it's one of the …
Been investing for about six years. Work in tech. One thing I've gotten better at over time is distinguishing companies that are 'growing fast' from those with 'durable competitive advantages'. Confusing these cost me real money early on, and I …
**What happened?:** The Trade Desk is down 50% YTD and 85% from all time highs while the business still generates strong cash flow and carries little financial risk. At first glance this implies substantial upside but we must re-value the …
I just published my deep dive on $CELH. The Alani Nu acquisition transformed Celsius’ growth story but the valuation has also changed dramatically. I break down: Alani Nu and the acquisition Revenue & margin growth The core Celsius brand Valuation …
Build-A-Bear's new "omnichannel" strategy will cause its revenue to nosedive. They are creating partner stores that don't deliver the experience. It generates quick cash at the expense of Build-A-Bear's credibility. Sacrificing what makes Build-A-Bear unique and meaningful for money, and …
Been thinking about this since 2025 - finally pulled the trigger. Tell me why I am a genius or a moron depending on your provaction. **My thesis:** Water infrastructure is chronically underinvested, and three separate tailwinds are converging at once: …
I hold a few Korean names directly (Samsung, SK Hynix) and noticed Korea's official English disclosure portal shows basically nothing in real time — filings are only translated voluntarily. Curious how others here who invest directly in Korean stocks handle …