The pitch is their stock is cheap with the product launch that's occuring through Zimmer Biomet. Zimmer bought a company called Monogram Technologies through the honey badger merger subsidiary last year (honey badger don't give a damn!) in order to …
I mean let’s look at it realistically, you’re paying $315 per share of a stock with a PE of 38 and a dividend of 0.34%. Is that really such a great deal regardless of moat?
*(****TLDR****: cyclical stocks often behaves differently from other stocks, but it can be rewarding if one can learn to spot the trough of the business cycle. )* Farming Is Terrible Right Now. That’s Good for Deere and AGCO Stocks - …
Why WD-40 Is Crushing the Hottest AI Stocks - Barron’s https://www.barrons.com/articles/wd-40-earnings-stock-price-ai-ea2f8b96 By Callum Keown Updated July 10, 2026 12:18 pm EDT / Original July 10, 2026 6:09 am EDT Key Points \- WD-40 stock jumped Friday after the company reported …
# Let's talk about using two methods to calculate the cost of Stock-Based Compensation. We will referance pages 92 & 93 of the [META 2025 10k](https://www.sec.gov/Archives/edgar/data/1326801/000162828026003942/meta-20251231.htm). Start with $115,800 Operating Cashflow. Then deduct 69,691 for PP&E, and another 2,524 for …
About a year ago I came across a content creator I came to really appreciate. It was just about the time that I was starting to become slightly suspicious of investing purely in passive index funds, (see my [thoughts](https://www.reddit.com/r/ETFs/comments/1utksxh/thoughts_on_the_grossmanstiglitz_paradox/)) and …
I keep trying to stress test my own long thesis on the AI capex names and I cannot decide if I am watching a moat crack or just reading marketing. The pattern is hard to ignore now. In January 2025 …
Meta is being discounted due to: 1. Aggresive CapEx relative to revenue 2. History of poor capital allocation with Metaverse I would like to point out that it is silly to compare the previous Metaverse investment with the AI buildout …
When I first learned how to build a discounted cash flow model, I thought the difficult part would be the math and building the model. I was overwhelmed making sure the model was perfect and ensuring the math was right, …
**Imperial Brands shares are down 18% from their peak and 7% from a year ago.** We have been cautious on IMB since initiating a Neutral rating in July 2019, instead preferring Philip Morris (“PM”), where we initiated a Buy rating …