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- Total posts
- 2607
- Total predictions
- 1042
- Success rate
- 47.2%
- Avg score
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Berkshire holds half a T$, now what?
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BUY
compounders
I see a lot of low growth companies mentioned in this sub What are some companies that can actually grow earnings by 10-30% per year for the next decade and are in your opinion reasonable valued? I’ll start \- planisware …
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Any good deals based on price to true fcf?
FCF (“Owner’s earnings”) =\~ Cash From Operating - CapEx - SBC I missed the oppty to buy $DBX at 10-12x FCF. I even posted about it here and now it’s run up like 25%+ 😾 lol I rarely see “value” …
BUY
Eli Lilly’s GLP-1 machine is still running hot
$LLY Q2 2026: Revenue: $22.97B vs. $20.26B expected Revenue growth: +48% Non-GAAP EPS: $8.38 vs. $6.01 expected Reported net income: $7.10B, up 25% Non-GAAP net income: $7.49B, up 32% The main drivers were Mounjaro and Zepbound. Mounjaro revenue rose 91% …
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A 17-step deep-dive research process
*Since the sub does not allow any images I am linking my substack where I’ve compiled all the points into a downloadable image for easier reference:* *This is a buy side institutional grade research process that we follow at my …
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BUY
Anyone looking at OPRA?
I’ve been looking at Opera (OPRA) recently as a potential valueplay and wanted to see if anyone on this sub has looked into them. The value I am seeing: **Valuation & Multiples:** Trades at \~14x forward P/E (\~13.5x EV/EBITDA) despite …
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BUY
Booking Holdings prevailing tailwinds
I came across a post that claims that the gross booking of Booking Holdings grew by 40% annually since 2020. While this is technically true, it started from a low base. That's why it is important to normalize numbers and …