Im not sure if this common, but i swear to God I come across so many companies when researching stocks that i think would be good investments that i dont have time to go through them all. Noodling on this, …
I posted a breakdown of Reddit's **Q1** filing [here](https://www.reddit.com/r/ValueInvesting/comments/1ubr41x/the_case_on_reddit_stock_rddt/) back in June. The new filing came in Friday and the stock dropped 21% in a day. This post will also go through the Q2 filing and check how much of …
This i[nterview on Bloomberg Podcasts](https://www.youtube.com/watch?v=zbKDmkJPVvI) highlights the Circularity of the Hypersclaler's AI revenues on Anthropic and Open AI. * The AI revenue streams of cloud giants (Google, Amazon, MSFT) are heavily dependent on two unprofitable, capital-hungry companies—OpenAI and Anthropic—creating systemic …
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wanted to discuss valuation on align technology because the market is sleeping on this stock right now. everyone is worrying about short term margin noise but if you check the sec filings from the latest 10-k and 10-q forms, the …
hey guys wanted to drop a fundamental breakdown on clorox because the market is treating this like a dying brick and mortar business when the actual 2026 financial statements say otherwise. looking at the raw numbers from the recent 2026 …
Leopold Aschenbrenner is a mere archetype of financial folly. He is the latest victim of hubris, ego, and utter ignorance so typical of speculative euphoria. I tried to showcase 2 more market booms and busters who briefly rose to fame …
The number that framed Meta's Q2 for me wasn't the EPS miss but the free cash flow number, $784m, down 91% yoy. Capex hit $31.1b in the quarter and fy guidance sits at $130-145b. For a company that used to …
Which option do you think is smarter for achieving strong long-term growth? Is it better to take more risk by investing in only a handful of high-quality stocks, or to reduce risk by investing in an entire sector, a broad …