I tried in the last year to buy companies that had better fundamentals and are cheaper than their sector, only to find out that they are falling more than their sector and are worse at recovery, and only by a …
Small portfolio that I made. Feedback welcome. What shouldnt be there, what am I missing. Thanks Semiconductors 19. 2% - 7.7% Tokyo Electron - TKY (PE 58, profit margin 24%, debt 28%) - 5% Shin-etsu chemical - SEH (PE 27, …
My wife's TIAA contributions have had a slice going into their QREARX Real Estate fund for a long time (fortunately, not a large fraction of her contributions). This has been a complete dog, as far as I can see, in …
Hi, I was interested in a few Vietnamese and Phillipine stocks. Any recommended brokers for these countries? Do any mainstream brokers trade in these? (IBKR doesn't)
Stocks like MU and SNDK already run up so much that I cannot convince myself to invest in them. Yeah, MU looks cheap on paper with its forward PE under 20, but it is still a cyclical stock. Are there …
Can someone tell me why Kraken Robotics is so undervalued ? All these American companies are valued at crazy times EBIDTA (20 to 30 is the standard no) ? But Kraken and Covelya’s net EBIDTA is 110 million. Trading 212 …
France’s TF1 said that it achieved its 18-month audience growth target from the Netflix partnership in just 3 weeks. I think this lays out a blueprint for what Netflix’s next phase of growth looks like. It will sign up legacy …
This is the question I’m thinking about this morning. Yesterday, the possibility of escalation was enough to crush sentiment. Today, the conflict has actually escalated further, and Nasdaq futures are green. If geopolitical fear is already becoming background noise, that …
Hello, starting to be more serious in my investment journey, I'm reading as much as I can currently on Value investing but also investing in general (Intelligent investor, One up on wall street, Charlie's almanach that I just finished, 100 …
I am still positive on AI for the long run, but trying not to get too excited just because one or two big names are green. $NVDA is obviously the leader, but for me the better signal is whether the …