It’s been beat down to $62, people may be eating less of it when saving money but I still see it has a cult following ? I’m leaning a bit more into bros at these prices just because coffee is …
I've been looking into McDonald's after its recent decline and wanted to get opinions from people who follow the company more closely. From what I can tell: It's down roughly 25% from its recent highs. P/E is around 21, which …
Before we get into it: Please focus on discussing risk management & positioning in regards to the luring burst of the AI bubble and refrain from arguing that there is no bubble - in the interest of this subs actual …
# The Thread That Compounds Amazon built an e-commerce and logistics empire across North America and Western Europe. What it never captured at scale is Latin America, Southeast Asia, or South Korea, three fast-growing consumer economies where local operators moved …
**Description**: Copart owns an online salvage vehicle auction platform, which sells damaged and total-loss vehicles. The company effectively sits in between insurance companies and buyers (such as rebuilders, licensed dismantlers, recycled parts resellers, individual hobbyists, used-car dealers, and exporters), providing …
Company write-ups from Substack, all published within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/p/giles-capital-weekly-week-29-b61](https://gilescapital.substack.com/p/giles-capital-weekly-week-29-b61) # Americas **Rebound Capital** on [**Amazon**](https://reboundcapital.substack.com/p/deep-dive-amazon-updated) (🇺🇸 AMZN US - US$2.6tn) AWS has a $364bn contracted backlog and silicon …
Here is my due diligence for GE Aerospace, I try and prepare such documents every quarter for my key investments. The summary for GE Aerospace for Q2 is this: a. The 4 main catalysts for this company are still intact, …
As a software engineer, AI has completely changed how I work. But using the same tools e.g. Claude Code/ChatGPT out of the box to invest hasn't really moved the needle. I know the likes of Bloomberg and FactSet have built …
The acquisition of IMXI by WU at $16 a share appears to be a good opportunity for an M&A Arbitrage. Everyone here seems to neglect the teachings of Graham's core 2 value investing books (II+SA). One of these neglected subjects …
There is a growing narrative in the market right now that generative AI will make mission-critical enterprise software obsolete, and that traditional software companies will see their margins and pricing power eroded. I believe this thesis fundamentally misunderstands enterprise workflows, …