A follow-up to my earlier BETR thesis: https://www.reddit.com/r/ValueInvesting/s/bVQgbbOwdZ In that post, I argued that there were really two overlapping theses at Better Home & Finance ($BETR): a cyclical mortgage recovery combined with secular digital adoption, and a separate fight over …
**Investment Question** I have increasingly been considering whether Alphabet represents an attractive long-term short. The basic concern is familiar: ChatGPT and other AI interfaces are becoming substitutes for Google Search. What I find difficult to reconcile is how dramatic that …
As a beginner, I held off buying due to the **September dip** I kept hearing about. Unfortunately, that dip never came, despite rate hikes, the 10-year Treasury and ongoing Iran issues. So what now? Shall I wait for the dip …
I've been digging into CPRT after the selloff and I think the market is reading a temporary volume dip and pricing it as something structural. U.S. insurance volume fell 8% last year, but most of that looks like one big …
At today’s valuation at sub 7b MC, Celh looks like a stock with great upside and minimal downside. As they continue to integrate Alani and rockstar into more markets, I see growth restarting. In particular, Alani itself had a lot …
I’ve recently started investing in stocks and shares. I read about the ethics of some of these companies and wasn’t very happy investing in them. So I often for SRI and ESG funds just to find out most of the …
**Deep Dive: Why Institutional Flows Are Creating a Fundamental Mispricing in a Newly FDA-Approved MedTech Disruptor (OTC: IPLTF)** I’ve spent weeks breaking down a tiny European medtech company called **Implantica (OTC: IPLTF)** that just received FDA PMA approval for its …
Adobe just posted Q3 2026 earnings, beating on both revenue and EPS. The stock popped, then gave it all back in the days after — shares are still down 64% from the ATH and -26% YTD. Not exactly a quarter …
Nike went from one of the most dominant brands in the world to a stock trading near decade-old levels. I looked into what actually happened ,the DTC strategy, lost shelf space, Dunk and Jordan oversupply, China, Hoka and On gaining …