I am trying to find a reason but can't seem to find one as to why but at precisely 3PM EST the market decided to launch SAAS up a significant amount. If you are part of the SAAS gang and …
Big investor news on a battleground stock! Bearish sentiment and jitters concerning missed M&A opportunities, coupled with concerns over viewer engagement have weighed on Netflix near term. Does Ackman’s new position change the equation? Where does our value investor community …
I’ve seen some charts that seem to suggest micron following a similar run up to 2000. Do you think there eventually will be a larger correction for the memory companies specifically, since they don’t seem to have the ability to …
I archive quarterly fund letters (about 2,600 now) and pull out every company each one mentions, with the exact sentence attached. Ten letters from eight managers report a position in Accenture. One manager initiated, one added, four hold, and four …
Tencent just released earnings yesterday. Seems to be a mixed bag of decent revenue growth with improvements across the overall business The pattern looks like the hyper scalers of the United States (META, GOOGL etc.) in that spending has risen …
I recently wrote up EW Scripps. I think it's a super interesting trade as consolidation comes for the broadcasting Industry. The way I'm playing this theme is, so far, through Scripp but it's not hard to envision a bunch …
Sports the latest anti-AI play. You might have missed the MSG spinoffs or the Braves. But you might not know two telecom companies own 2 different hockey teams and 1 baseball team Rogers Communications own the Maple Leafs and Blue …
**TLDR:** Before you evaluate any stock, understand the sector it's in. Different sectors have different economics, different "normal" metrics, and different macro sensitivities. Comparing across sectors without accounting for this is how you end up with conclusions that sound right …
I recently wrote up Scripps. I think it's a super interesting trade as consolidation comes for the broadcasting Industry. The controlling family know it & are making sure they get top dollar before cashing out. I think it's a …
I have been collecting data on investing tools for a project that I am building. The dataset now includes 361 tools, so I analyzed the prices. Some results surprised me: * 289 tools, or 80%, have a permanent free plan. …