An opinion piece on Micron and SK Hynix, following on from SK Hynix's recent IPO and recent publications on this subreddit. **The tell in Micron's contracts nobody seems to be reading** SK Hynix's CEO said last week that the memory …
Really good breakdown on this [https://open.substack.com/pub/somethings0ff/p/something-special-issue-3-playtech?r=rc0eo&utm\_medium=ios](https://open.substack.com/pub/somethings0ff/p/something-special-issue-3-playtech?r=rc0eo&utm_medium=ios) **The Setup** Playtech (PTEC.L) is a FTSE 250 company that builds the underlying software for online casinos and sportsbooks (DraftKings, bet365, Hard Rock, etc.). They don’t take the bets; they provide the B2B infrastructure. …
**TL;DR** * **\~98%** of Vertex's product revenue still comes from cystic fibrosis drugs. * That franchise came from a **2001** acquisition. The first drug out of it wasn't approved until **2012**, and it didn't become a giant until **\~2019**. * …
We all know how Microsoft has been trading at its lowest forward PE ratio levels in several years, we see posts about that on this sub all the time. I think this is a fast narrowing window which will no …
I realized that I have a good niche in identifying good stocks very earlier on. I do make the move & take that risk when others dont. I do get in very early in several of stocks (few examples NVDA …
I kind of forgot about Rollins because it has been trading at a premium for so long. I randomly stumbled on them again and noticed their stock price had fallen over 25% since the last time I checked. Rollins is …
This is my first post and I'm 16 if anyone has any comments on this business I'd love to hear it. Its currently at 24% of my portfolio and I think it's currently undervalued and that Bill Ackman can successfully …
This has come up enough times so here's our entire explanation in one post. RNS mentioned press comment on Innsworth class action on 13-Nov-25. Shares didn't move much that day. RMV fell 12% on 7-Nov, day of trading update. By …
Not sure if everyone saw the article by Simon Evan-Cook that was referenced in Terry's recent and now infamous letter to shareholders. See it below from Citywire. Can't post the one graphic from teh article since this sub doesn't allow …
The leading UK property portal, Rightmove is the website you visit if you’re looking to buy a house in the UK. For every 100 houses bought or sold, 84 are found on Rightmove. Rightmove is paid by the estate agents, …