I'm not super new to the valuation model space but I can't say I'm proficient. I'm trying to value a couple of biotech names but I honestly don't have time. Is there anyway I could do it super fast? Any …
Just started investing put in $1000 ish. Planning to hold for a couple years maybe 3-4. CREW (Coreweave) $181 ( avg buy $89) NBIS (Nebius) $250 ( avg buy $238) VST (Vistra) $500 (avg buy $140) Give us your thoughts. …
The 10-year just closed September near 5.2%, the highest since 2007. Are we close to the top?
Dictated my thoughts to AI. TLDR: Xiaomi will continue to decline. But two years from now, might be a great buy. The Decline of Xiaomi I'm getting more excited about Xiaomi as an investment precisely because I think the next …
A point from René Sellmann made me think a bit differently about software moats. I used to put quite a lot of weight on being the “system of record”. I still think it matters, but maybe not as much as …
Ever since Applovin's Q2 earnings they have fell over 35% even though their revenue and net profit both climbed over 50% growth. I'm down over 20% on my position simply because I bought before earnings and I bought before earnings …
Two weeks ago I posted a walk through Conagra's FY26 10-K and asked what the Q1 print would say about whether last year's cash was the floor. I also missed that they had already halved the dividend, which someone here …
Hey everyone, I wanted to share an update for anyone who invested in $TWTR around the time of Elon Musk’s acquisition. Back in 2022, Musk agreed to buy Twitter for $44 billion. After the deal was announced, he started raising …
The last 4 months, analysts been saying how soxx is crashing and it’s over for semis. Well they’re brain dead cause now it’s only 9% down from its absolute peak. Semis never died, algos just scared retail cause of the …
Up to $2.6 billion is the headline, and $300 million is the upfront. That is the deal Novo Nordisk and Jiangsu Hengrui Pharmaceuticals announced on Sept. 29, with Novo getting exclusive rights to HRS-1596 outside Greater China. I broke down …