I've been thinking about the proposed peace talks, but unless I'm totally out of the loop, I don't see peace happening anytime soon. Plus, if you look at the big picture over the last few years, the S&P 500 has …
looking at accenture - acn - right now, the massive selloff in 2026 has created one of the most heavy market mispricings for a tier 1 tech consulting firm. the stock has dropped down toward 135 to 140 dollars, dragging …
14 write-ups from Substack worth reading, all published within the last week or so. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com](https://gilescapital.substack.com) # Americas **AlphaSeeker** on [**Alphabet**](https://alphaseeker84.substack.com/p/alphabet-inc-goog-q2-2026-results) (🇺🇸 GOOG US - US$3.9tn) Best quarter in company history: …
Historically, the combination of a high [P/E ratio](https://www.multpl.com/s-p-500-pe-ratio) and historically[ high profit margins ](https://insight.factset.com/sp-500-reporting-highest-net-profit-margin-in-more-than-15-years-1)has been a highly reliable precursor to bear markets and poor long-term equity returns. When both metrics peak simultaneously, it indicates that stock prices are pricing in …
Veralto is essentially a global industrial technology company that spinned-off from Danaher. It became an independent, publicly traded company in late 2023. **What they do** The company operates through two main pillars. The first is **Water Quality**, where they provide …
Nike keeps appearing on "quality on sale" lists, so I ran it through my research process properly rather than relying on the label I'd filed it under years ago. It failed on quality before I ever got to price. Fiscal …
Does anyone know why online gambling stocks across the board having seen a big price increase today. DKNG, Flutter, Evolution AB, Playtech, GAMB and more have seen a +5% day. Searched for any news but nothing is appearing and theres …
The stock is trading at $8.33-8.65. Including Disney’s 70% stake, the look-through enterprise value is roughly $1 billion, while the company generates about $6.2 billion in annual revenue. That values the business at just 0.16 times revenue. At the current …
My valuation: perpetuity DCF with margin of safety hurdles and FCF yields. These are the most interesting opportunities I found: **CME - Chicago Mercantile Exchange** Fundamental driver: macro volatility. They sell hedging contracts. Revenues are a toll on risk. Perpetual …