Hi everyone, I want to share a structural investment thesis on why AMD is positioned to capture a massive share of the AI inference market from Nvidia, and why the market is currently mispricing AMD's system-level cost advantages. **The Core …
For years my earnings call routine was track down the IR webcast (replays sometimes expired by the time I get to it), or pay Seeking Alpha for a transcript I then read top to bottom. Got sick of it and …
IBM had its worst single-day drop ever on Tuesday — down \~25.2%, from $290.23 to $217.07. A bigger one-day percentage loss than Black Monday 1987. About $69B of market cap gone in a session (WSJ). What's unusual is why, and …
Oracle, in my opinion, is the greatest buy in today's market. Let's discuss. **Valuation:** PE: 20.8-22x FWD PE: 15.5-16.5x MKT Cap: \~368B Price/Sales: \~5.6 Net Debt: $95-105B In the context of Oracle, the "valuation" doesn't tell the story on it's …
A few quick things: 1. Playboy (PLBY) is one of my largest holdings. 2. I prefer rough approximations on value instead of false precision 3. This is my investment thesis, but I had Claude help me condense and structure it …
Been looking at Blue Owl (OWL) recently after the selloff. What caught my attention is the dividend yield getting close to 9%, which seems pretty attractive if it's sustainable. The business still appears to be growing assets under management and …
I am going to cut and paste the abstract summary below and then turn it into English: Abstract: I study outcomes for a variety of "do-nothing" portfolios constructed from constituents of the S&P 500 index, from 1971 to 2025. These …
Citigroup, Goldman Sachs, and Wells Fargo all reported second-quarter earnings above expectations, but the results came from different parts of their businesses. * **Citigroup:** EPS was $3.15 versus $2.74 expected. Revenue rose 14% to $24.8 billion, while net income increased …
Hi I believe the market has not understood $SEZL. There are 5 reasons I do not agree with the consensus. **Reason #1: Actual Quality of Earnings is an issue!** Total Revenue was $135.5m. Consumer-paid fees were 45% of revenue: consumer …
*Researched and valued as of 13 July 2026. If you're reading this a few days later, treat the price/multiples below as a snapshot from that date, not today's numbers.* Plus500 is a CFD and options broker that's spent the last …