I have seen that this sub’s picks lately have been doing pretty decent. Won’t say that they are rebounding hard but doing better than the broad market. UNH, Adobe, PayPal, NVO, NOW Good work, yall! Normally I just inverse this …
I feel like if I see one more comment claiming that "forward PE is always low at the peak of the cycle", I’m going to lose my mind. You guys are spreading this foolish mantra all over Reddit, infecting uninformed …
PACCAR receives very little media attention, as is a company that I know fondly from work experience and through the transportation sector. PACCAR is a global manufacturer of premium commercial trucks, and the trucks are the cyclical part. Bolted to …
*Fmc stock is down -85% in 5 years* FMC looks like a deer caught in the headlights. Chinese and Indian generic manufacturers have squeezed its margins by aggressively flooding the market with cheap off-patent alternatives to its flagship insecticide, **Rynaxypyr …
Coca Cola has gained 30% this year and is reaching PE 30. It is now more expensive than NVDA, GOOGL and most other tech stocks. Is this a sign we are reaching the peak of the bubble, similar to the …
Quick context: Solstice is the chemicals business Honeywell spun off last October. Refrigerants, pharma packaging film, armor fiber, plus the only plant in the US that converts uranium into the gas that gets enriched into reactor fuel. The stock ran …
It is hard to have a polite debate via text. Everyone reads your words in their head with their own tone and interpret intention differently. Let me be clear that none of this is directed at anyone with malice of …
Kering is ripping around 12–13% today after reporting its H1 2026 results. The reason is simple: Gucci is still declining, but it is finally bleeding less than the market expected. Kering generated €3.65 billion in Q2 revenue, up 2% on …
SK Hynix numbers: revenue +257% yoy, operating profit +557%, 76% operating margin, best half in company history. DRAM prices up \~30% in the quarter. stock fell 14.7%. kospi triggered a circuit breaker. hynix down 41% on the month. been chewing …