GRPN is my biggest holding. I think they are pulling off one of the best business turnarounds we have seen in the past decade and the market is dead asleep on it. Am I regarded? Read and decide for yourself. …
The price of CVX seems to have come down recently so I am thinking of buying it again, however I’m still a bit skeptical. 1. the margins seem to be declining 2. the PE ratio is pretty high 3. the …
Hey guys , forget the usual names like MSFT, META, or ADBE because Copart ($CPRT) is on sale , and I am struggling to find a reason not to load up. They own the actual land (junkyards/processing facilities), creating a …
I’m sure you’re all sick and tired of Microsoft posts, however valuations can vary dramatically depending on the creators expectations of Azure and return on AI infrastructure projects. I have taken a simplistic approach to attempt to provide a sense-check …
With so many investors using a set buy strategy in ETF's or index funds is intrinsic value even applicable anymore? The whole point of passive investing is you invest regardless of what's happening in the market/companies. This literally makes intrinsic …
The market calling Microsoft at 39x FCF expensive reminds me of Amazon. For two decades Amazon looked expensive on FCF while it poured money into data centers and logistics. The same overreaction looks like it is hitting Microsoft now: its …
FORTINET\*\*\*\* autocorrect omg So this is for my personal brokerage, I have separate retirement accounts. I own 10 stocks of PANW and 10 of Fortinet. I am current up 70% for PANW (cost basis $183) and 62 for fortinet ($97). …
Huge opportunity to get in on a stock so cheap it’s hard to find historical comparison. Do some work here. They just posted a one time $111.2M bargain purchase accounting gain! AIRT is a portfolio of airline related businesses. https://www.sec.gov/Archives/edgar/data/353184/000035318426000056/pressreleaseairtfy26.htm …
**TL;DR (Too Long; Didn't Read)** **The Core Premise:** Wall Street models HBM4/HBM5 market share using independent, additive yields. Physical 3D integration dictates that supply chain risks are **multiplicative, not additive**. **The Alliance Bottleneck:** The TSMC-Hynix/Micron alliance faces cross-border logistical latency …
**Quick background**: Accenture (NYSE: ACN) is the largest IT-services and consulting firm in the world — \~780,000 people, roughly half strategic consulting and half multi-year managed services, capital-light, ROIC near 20%, net cash on the balance sheet. After a steep …