Curious to learn from people here. I’m new to value investing and still trying to figure out an approach that will work long term. I’ve had some luck taking what may not be considered true value investing. I’ve been looking …
Amprius has consistently exceeded expectations for three quarters in a row **$AMPX - beat, raised, margin expanding, nobody’s watching** **Q2 2026:** Revenue $34.0M, +126% YoY, +19% QoQ Gross margin 9% → 20% → 27% in just three quarters, targeting 30%. …
Are there any bank stocks you hold? Would love to hear the thesis behind them. I'll start: \-Capital One (COF): Pretty undervalued here imo, Discover integration is starting to bear fruit, and the whole subprime exposure narrative is overblown imo …
They are currently trading at 18.8 pe ratio, they have a legal monopoly where the government allows them to take profits at \~10% of their infrastructure. And currently they have headwinds of 103 billion in capex allowing their revenue to …
Hey folks :) I recently wrote an article about my views on valuation – deliberately opinionated. Curious to hear your thoughts / feedback. In short, at one extreme, investors build elaborate models based on academic theories with discount rates calculated …
I've always liked Uber as a company (active user, especially internationally) due to its nature of being an asset-light company that has been printing a lot of cash. But I've always wondered where does it fit in a self-driving world …
Hi, I’ve been picking value stocks for the past four years and have had reasonably good results. That said, almost everyone has benefited from a strong market over much of that period, and I’m not convinced that my unleveraged stock …
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