Basically I’m interested in tickers where they are low pe, low debt, and generally go up or pay dividends without much issue. A few of my favorites are all, rf, cf, and Cigna. I understand these all could go down …
GE Aerospace is a genuinely high-quality business with real earnings power, but the market has priced in a trajectory that the current fundamentals cannot yet justify, and the Samsung-driven chip selloff yesterday is a useful reminder of what happens when …
# GESHIP: P/E of 6.9x — A Valuation Anomaly in Marine Shipping > # Why This Stock Deserves Your Research Attention The Great Eastern Shipping Company Limited (GESHIP) is India's largest private-sector shipping company, operating in the marine shipping industry. …
SemiAnalysis projects that cumulative AI IT and datacenter capital expenditure from 2024 to 2029 will reach approximately $11.1 trillion (Save this). Annual capex is expected to exceed $2 trillion by 2028, growing almost every single year in the forecast window …
The protein powder that I used to buy went from $60 to $80, then yesterday, it's at $101. So I did a quick research and found that the demand for whey protein has gotten extremely high because of glp-1. Food …
Trying to get my head around the memory cycle and something isn't adding up for me. Total DRAM+NAND revenue went from \~$170B in 2024 to \~$200B in 2025, and maybe \~$290B in 2026. So call it up 20% then 40%. …
Autotrader in the UK (AUTO) is hilarious, they're such a monopoly their customers are trying to revolt but can't. Been searching for UK monopolies for my substack and find this vehicle selling platform. 63% margin, 51% ROIC and they convert …
AAPL used to be one of the names where I trusted the first clean reaction more than I should have. Big liquid stock. Real buyers. Less nonsense than high-beta names. That was the story I told myself, and it made …
I was inspired by Charlie Munger's inversion approach to problem solving to write this article about reframing the problem to solve problems more easily