Guys, I have posted here before about charter communications so posting this to start some discussion on it. I’m long with 200 shares at 130 cost basis. It’s trading at 110 apiece rn. I think it got repriced because of …
I have a job/career which consumes literally all of my time. I don't claim to be an expert on stocks, nor do I have the time to become one. I don't want to invest in bonds or ETFS either. Is …
I keep going back and forth on where an LLM belongs in a signal workflow, and what I keep getting stuck on is the sources. For the stuff around the trade they've been great. Reading filings, summarizing a pile of …
Kemper’s California nonstandard auto book is about $1.8B of premium (it was about $2.1B last year). That book has been running around a 107% combined ratio, so they’re losing roughly 7 cents on every dollar of premium. California Department of …
I'm sure you guys are aware how much home depot has fell Ytd. If you don't know, they have fell almost 19% this year for absolutely no reason. Yes, at some point the market did fall because of the oil …
**Question for the group:** With AI advancing so quickly, how are you using it in your stock investing/research? * Do you use AI for most of your research? * Only for specific tasks? * Do you use AI tools to …
10 years from now, what company will have the largest market cap?
I've been working with a 13-point checklist for evaluating companies, loosely built on classic value principles. Each check gets scored 1 to 5: 1. EPS trend 2. ROE trend 3. ROIC 4. Debt-to-equity 5. Free cash flow 6. Profit margins …
I'm trying a small experiment: judge a company only on its numbers, with no name or story to bias you. Large-cap US consumer company. Data as of today (Oct 5): 1. **Earnings yield: 6.2%.** Profits are 6.2% of the share …
OpenAI and Anthropic are losing money hand over fist. Conversely, Alphabet has almost a quarter of a trillion in cash, plus massive distribution. Alphabet is expert at monetising free products via ads. OpenAI had to charge $200 per month for …