(Note the Flair Basics / getting started.) Previously I mentioned about the concept of the “pre-mortem” which I read from Pat Dorsey, to ask questions on what could go wrong with an investment and then work backwards to figure out …
Currently the average price to earnings ratio in the S&P 500 is 26. This compares to a historical average of 21 and a historic median of 16. It feels like the entire market currently is a house of cards. We’re …
Anyone looking at RJET? Here's my take. Republic Airways (NASDAQ: RJET) is an airline that doesn’t sell tickets. It flies regional routes for American, Delta and United under fixed-fee contracts. The big airlines set the schedules, sell the tickets, keep …
What are your thoughts on the PEG ratio and its utility for screening and identifying good companies? Conceptually it makes sense. You want to factor in growth into screening and want cheap companies with good growth prospects. The problem I …
Sup y'all. This is a name I've been in before, sold, still watch, would consider getting back in. But I have some questions. The headlines look great, increase sales, increase margin.... If things are so great...why is the share count …
(I couldn’t find the right flair. So I labelling it as ai) A speculative Barron’s article that perhaps Berkshire Hathaway might have bought MSFT. The truth will be out by tomorrow late afternoon as the deadline for filing the 13F. …
HOG has a lot going on right now, and it splits cleanly into what you can count and what you can't. **I**n 2025 they sold the $5B+ HDFS loan book to KKR/PIMCO at a premium to par, with the buyers …
Bought AMAT earlier this year, given its really strong fundamental story. When it dipped this past month, bought some more. It's now down over 5% in after hours, despite beating earnings and raising guidance for its semiconductor systems, and expects …
Looking for medium term investments that will perform well with rising interest rates assuming the fed decides to go that route. I’m thinking energy and consumer defensive will do well and growth will take a hit. Any thoughts?
Hey, I recommend looking into ETON (Eton Pharmaceuticals). I shared it multiple times on this sub the last few years but it still seems largely unnoticed. They develop and sell rare drugs and the management has really impressed me with …