What are the best quantum computing stocks for the next 5-10+ years I’ve been researching quantum computing as a potential long-term investment (5–10+ year horizon) and would appreciate some feedback from people who have followed the industry longer than I …
Would appreciate pushback on the assumptions below. I'm currently landing at fair value of \~$810/share vs. \~$640/share. For context, META is one of my largest positions in my portfolio (\~$3mm cost, check my post history for context) Link to my …
Netflix is a company pretty much everyone knows, especially in this sub. The stock has been hammered over the last few months, and it may have been for good reason this company at 40x earnings is overpriced. Well now we …
[removed]
[removed]
Nvidia's price climbed from about $11 in 2022 (split adjusted) to over $200 currently. After a run like that, people call it overvalued or priced for perfection. The idea is that everything has to go right from here, and that …
You really need to allow a well thought and well presented research ideas on stock analysis which are qualitative in nature and does not adhere to a strict definition of value investing, which is arguably too narrow. Qualitative analysis is …
I was working on a discounted cash flow tool using claude and thought of using the methodology to screen the entire S&P 500. I am running it since last 40+ days now. Some are loosers but overall performing better than …
This is the math behind my earlier CSL post and how I sized my position. I run this through a Bayesian split rather than a single-point forecast, and it comes out to a 69% probability of a full recovery case: …
I'm building an investment journal app for value investors, and I'm about halfway built. It's not finished yet – features are incomplete (viewable but not functional yet). But I'm starting to worry this might just be me building something I …