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TARG
Deckers Brands / DECK is undervalued. LONG
hey everyone wanted to share my analysis on deckers outdoor ticker deck using actual numbers from their latest 10k and 10q filings as of august 2026. the stock is trading right around 97.46 per share right now with about 138.56 …
Target$225.00
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BUY
Which stock in your portfolio are you most excited about at the moment?
To set the ball rolling I'll say that mine is Accenture (ACN). It's been badly beaten down on the "AI will kill consulting" narrative, as well as the wider SaaS crash. I can imagine the market going full 180 on …
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Buffett’s Shareholder Letters: My top insights by year (What are yours?)
I have been reading the Buffett shareholder letters for a few months now, and they are both exhaustive and entertaining. Beyond the general wisdom, they clearly lay out the "elements of his investing style" (as Greenwald notes in *Value Investing, …
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Is the market underestimating the Iran situation again?
We're near highs on the S&P 500, Dow Jones, and Nasdaq, but things in the middle east do not seem to be getting worse, not better: \- Iran's proposal with Oman looks like a non-starter for the US, requiring reparations …
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A deep dive on Reddit for those who have the time
Hello. This is a very, very granular analysis on Reddit's advertising business that I wrote up on. RDDT is currently blowing up on X, and the sentiment seems quite interesting. Retail is very bullish, assuming that the 20% drop on …
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What high quality bonds ETF are you invested in?
I just listened to Streetwise with Jack Hough and they were saying it is very easy to get into bonds. You can pick it up easily via an ETF. Which high quality bonds are you invested in? I’m currently sitting …
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Looking for feedback on my DCF valuation of Coca-Cola before publishing
For context: this is my first try at a full dcf and is meant to be more of a passion project rather than a genuine financial valuation. With that being said, all figures used are accurate and my projections are …
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