IGV is down roughly 25% from its September 2025 peak. Salesforce is down about 40% this year, with Workday in a similar range. Around $2 trillion of software market value has disappeared, and software’s forward P/E has fallen below the …
Here's the full list, up 3.21% vs SP500 -0.04% 1. DOW (Dow) 2. BDX (Becton, Dickinson and Company) 3. GSK (GSK plc) 4. MDT (Medtronic) 5. PEP (PepsiCo) 6. ELV (Elevance Health) 7. CVS (CVS Health) 8. PFE (Pfizer) 9. …
Like a lot of people, i've mostly stopped clicking through Google results. i read the AI answer and move on. by the old logic that should be killing their ads business. then this quarter printed: queries at an all-time high, …
I hung in tight after buying Kenvue stocks based on Scott Galloway tip. I wonder when I might be able to let it go. I only bought 50 shares (ugh at 20.88). Thanks!
It's common knowledge in value investing circles that volatility isn't risk. While I think this is true when viewing risk from a comprehensive perspective, many falsely believe this means you can ignore volatility entirely. The truth is, there is a …
***(Note: I bought CMG roughly 10 years because of food poisoning. I sold after the ceo left for Starbucks 2 years ago. Now I am watching this sector closely. This is a long tooth gift horse. Buy with a plan!)*** …
Normally, I write a long post explaining my point of view. I'm new to Reddit and want to do the opposite and not bias anyone. This is my first post in r/ValueInvesting. Here are a few facts: * Reddit crushes …
Why does the SK Hynix ADR (P/E 23.1) trade at a 33% premium over its local shares, 000660.KS (P/E 17.3)? Does this mean anyone in the US buying SK Hynix stock is paying a 33% premium just to hold the …
You've prob seen SOTP discounts before, but this one is absurd. At €75/share, €38Bn MktCap. Volkswagen (VOW.DE, or $VWAGY) trades at a **62% discount** to a conservative SOTP (€100Bn) Volkswagen's stake in **Porsche** (75%) and **TRATON** (87.5%); both are publicly …
Im not trying to bring politics into this, but lets just say that i think the next US administration will be a democrat and I think politically that offers an opportunity in renewable energy and moreso in things like solar...im …