I've been thinking lately about how this sub pretty much only discusses individual stock picks. While this has its place in a value investing operation, I think there's far more to successful investing. In fact, there are probably *many* things …
[https://arena.ai/leaderboard/code/webdev](https://arena.ai/leaderboard/code/webdev) [https://www.kimi.com/blog/kimi-k3](https://www.kimi.com/blog/kimi-k3) With Chinese firm, Moonshot AI, releasing open weight (which means freely downloadable to run yourself locally on a server) of Kimi K3 which is now better than Fable 5 for many coding and is top 2 for most …
Not a stock I've seen talked about much lately, but I think its interesting. It has a ton of issues (margin, investigations, AI ROI fears, stock offering) but its also trading very cheaply and has booming sales this year. The …
genuine question. i am trying to purchase some companies I believe in, but the volatility is high and risk even higher… and many of them will not beat the market in 5/10Y anyway. so I am asking myself: what’s the …
Hey, Genuinely trying to gauge why this is. I know PayPal has recently been a value play, or value trap, based on how you see it. From what I understand, it's a mature business in a somewhat mature industry. It …
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# A Closer Look at NVDA's Vendor Financing In FY 2026, NVDA had $216B in sales. Let's look at the 10K to inspect their vendor financing. |NVDA|FY26|FY25| |:-|:-|:-| |Publicly-held equity securities|17,726|381| |Non-marketable equity securities|22,251|3,387| |Total|39,977|3,768| |Increase from FY25 (a)|36,209|| |Gains …
The easy version of this story: HCI Group is a Tampa-based Florida homeowners insurer trading at 8x P/E, 18% true FCF yield, with a CEO who's been buying its newly IPO'd tech subsidiary Exzeo in the open market every two …
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[Here's the full post if you don't just want to read text.](https://riskpremiumresearch.substack.com/p/verizon-valuation) # Thesis I feel like some of these telecom names are starting to get too cheap to ignore. They have incredibly stable businesses and actually pretty decent margins. …