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 …
To begin with, let us look back at the semiconductor industry's traditional model: most products flowed to manufacturers, who integrated them into electronic devices for sale to end consumers. This model is currently being disrupted by artificial intelligence. The construction …
Hi everyone! A few weeks ago I made a post about an AI hadware stock i liked, Penguin Solutions, and just yesterday it ran after earnings. So, I took some profit and put it into another AI hardware company I …
I mean, there were times in the past when the interest rates reached 8-10% and both the stock market and gold were flat. The economy was deflationary. Ordinary people didn't really have much money back then, so they couldn't take …
Over the last couple of weeks, I posted DCFs on the three big hyperscalers - [Microsoft](https://www.reddit.com/r/ValueInvesting/comments/1uio0by/six_months_ago_we_called_microsoft_overvalued_at/), [Meta](https://www.reddit.com/r/ValueInvesting/comments/1umbmng/the_meta_version_of_my_microsoft_capex_breakdown/), and [Alphabet](https://www.reddit.com/r/ValueInvesting/comments/1upov82/google_looks_cheap_at_27x_earnings_but_a_dcf/). The most common pushback, especially on the Google post, was that I was counting the cost of the AI capex without …
Hey everyone, Reading through SEC filings is a huge time sink, but crucial for fundamental analysis. I’m currently planning to build an free AI-driven tool to help automate the initial screening. The plan is to have the AI instantly surface: …
TLDR: $MFP small caps <2bn spun off this last week. The $1.50 Costco Hot Dog Is Made Possible Thanks to This Little Company By Al Root Updated July 07, 2026 4:38 pm EDT / Original July 07, 2026 9:06 am …
Hey folks, I want to share a product - '**Clear Thesis' -** that I built for long-term investors to help with stock research process. I know product posts are sensitive here, especially with the recent wave of AI/vibe-coded tools and …
**Full Letter:** https://theoraclesclassroom.com/wp-content/uploads/2019/09/1986-Berkshire-AR.pdf **Letter Only** https://www.berkshirehathaway.com/letters/1986.html This week we will go over two passages and an acquisition. First the intro to this year’s letter with a writeup on their management philosophy which ties in well to the theme of today’s …