Any toughts on that company? I have put so far 60,000 and my cost basis is 111( i know ,my first purchases were at 160) . Do you guys have any insight,tough ot analysis to share with the common people …
Danaher (DHR) reported Q2 adjusted net earnings Tuesday of $1.94 per diluted share, up from $1.80 a year earlier and above the FactSet consensus of $1.84. Second-quarter sales were $6.27 billion, up from $5.94 billion a year ago and above …
Everyone still thinks about OXY as the company that almost blew itself up buying Anadarko. That was 2019. The company today looks very different. According to OXY's latest 2025 10-K and Q1 2026 10-Q: Debt has been reduced from over …
Hi - I'm curious how actively do you guys currently manage your investments? From a personal standpoint, I invest in stocks but forget about them but i know I should be looking at them more actively but the sector / …
Alphabet and Tesla report earnings on July 22. I think the interesting part is not just whether they beat estimates. It’s what these two companies tell us about the AI investment cycle. Alphabet already prints a lot of cash. The …
Badger Meter ($4B EV, no debt) is the only publicly traded company that manufactures water meters. The name recently popped up as a new buy in a manager letter to clients. I am not a client of this manager but …
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I sold my index fund because I couldn't unsee the inelastic market hypothesis: passive flows piling into cap-weighted mega-caps regardless of price, just because that's where the next 401(k) dollar is mechanically required to go. I still believe it. I'd …
I know what you're going to say: Disney has been dead money for more than 10 years, but hear me out. Disney has had a tough time during Covid and post-Covid - their debt-heavy Fox acquisition in 2019 right before …
I’ve been thinking about valuation multiples in a slightly different way. When you pay a high multiple for a company, you are not necessarily saying that it is a bad investment or that its growth expectations are unreasonable. You are …