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- Total posts
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- Total predictions
- 1042
- Success rate
- 11.7%
- Avg score
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I need help
**I built a Buffett-style company checker based on his shareholder letters. Looking for a few people with a finance background to try to break it before it goes public.** Heads up tho, there's AI in this. If that's an instant …
SELL
American Express is now tied to an alleged $13 billion of trade-based money laundering, set against a $350 million fine.
US regulators alleged American Express processed $13 billion in illicit trade-based transactions, dwarfing a recent $350 million fine and raising new questions about future operating costs and growth. While the initial fine gave no details on the conduct, the latest …
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BUY
Why doesn't TSM get more attention? Am I missing something?
Looking at TSM as a beginner, I'm struggling to understand why it doesn't get nearly as much attention as Nvidia, Microsoft, Amazon, etc. Consider the following: * **Valuation:** Forward P/E of approximately 20.27× (on par with Nvidia) * **Moat:** A …
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T-mobile, Verizon and AT&T - is the market reaction right?
I get why T-Mobile, Verizon and AT&T got hammered after the SpaceX news, but isn't the market getting a bit ahead of itself here? SpaceX still needs to spend a ton of money to make this work. The current satellites …
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Reverse DCF + Base Rates: A Better Way to Test Growth Expectations
I recently wrote about reverse DCF and one concept I think deserves more attention: **base rates**. Instead of only asking whether a company's growth story sounds plausible, base rates ask how often similar companies have actually achieved that level of …
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I rarely read the full 100-page earnings transcripts anymore. How do you guys actually process this stuff?
Hi guys, I am relatively new to fundamental investing and hitting a wall. I know I should be reading the 100-page annual reports and full earnings call transcripts for my biggest holdings, but it is completely overwhelming. I usually end …
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