I created a free page with discounts, promos, and free plans for investment tools. It’s updated every week, currently has 30+ deals, and some of them are temporary, so you have to be quick. It’s 100% free, so I thought …
I estimated FY36 FCF of big tech (MSFT in this case) and what it would take for Microsoft to deliver given my desired rate of return to be 12%. It is working backwards to see what market cap makes sense …
**TLDR**: this is an early attempt to do a valuation of $HONA, the company Honeywell Aerospace which was spun off on the 29th June. Due to the Fog of War (FoW), this aerospace company is priced currently at fair value, …
I still feel a little sick about this one. Intel was my highest-conviction pick. The only American company that still makes its own chips, the last one standing anywhere near TSMC. I actually believed in it. Then earnings hit, worst …
I’ve been looking at UK housebuilders as value investments, and Barratt Redrow looks particularly interesting at around 279p. The obvious bull case is UK planning reform, political support for housebuilding and eventually lower mortgage rates. But these tailwinds could take …
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other …
Fresh batch of company write-ups from Substack authors, published from within the last week or so. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com](https://gilescapital.substack.com) # Americas **alphaseeker84** on [**Micron Technology**](https://alphaseeker84.substack.com/p/micron-technology-mu-q3-fy2026-results) (🇺🇸 MU US - US$1.1tn) Cheap only …
Hi everyone, I’m looking for some feedback and critiques on my Core portfolio architecture, which is designed for aggressive long-term growth with a 10-15+ year horizon, investing from Chile. # 1. The ETF Core (Global Index Base) This is the …
I established a portfolio of long-term compounder stocks that represented value at the time (2023/2024) with the intention of holding them forever. However, due to the AI buildout, several of these stocks have appreciated to the point I cannot justify …
Please challenge my thesis, I’m looking for the strongest counter arguments. Wise is a founder led company with an expanding moat driven by economies of scale. As volumes increase, it lowers fees, attracting more users, and reinforcing the flywheel. The …