Looking to understand the meta and Microsoft bulls. Do you guys just not care if the companies bounce back for a few years or is there an actual angle to this? Is it because their businesses are easier for you …
The stock has recovered noticeably, largely pricing in a growing foundry pipeline that includes the multi-phase $119B "Terafab" project with commitments from Tesla, SpaceX, Nvidia, and Google. While the immediate crisis has passed, the capital expenditures required for this expansion …
This recent market has been rough. Feels like every day another stock on my watchlist is suddenly a lot cheaper than it was just a few weeks ago. The interesting part is that a bear market creates two completely different …
Nike will be releasing earnings next week. Management already prepared us to not expect any major wins A lot seems to have gone wrong with the company in recent years, and the worst part is that this seems to mostly …
Many customers believe that Wendy’s died the day Dave Thomas was buried in 2002. And rightfully so! Dave Thomas was more than a founder; he was literally and figuratively the company’s patriarch. An orphan and high school dropout, he built …
Hey has anyone used the app barebone.ai it seems useful but SO expensive $40+/month for what seems to be a perplexity wrapper as an app?? **Here’s what it offers which seems fishy:** \- INVESTMENT RESEARCH Instant, deep analysis on any …
Pizza Has Gone Cold. Domino’s Is Still Worth a Look - wsj https://www.wsj.com/business/hospitality/pizza-has-gone-cold-dominos-is-still-worth-a-look-38fab850 The category’s sales are stagnant and its chains are faltering, but Domino’s can emerge as a winner By David Wainer June 25, 2026 at 5:30 am ET …
What is your opinion of FMX? THe idea of foreign constumer staples seems attractive, and it appears slightly undervalued. EV / EBITDA is 8.57 compared to industry average 10.68. They're a conglomorate with many subsidiaries, but two of them earn …
On the QAV America podcast this week, I did a deep dive into a tiny bank based in Virginia that nearly wiped itself out, loaning a bucket load of money to a billionaire senator that owns a luxury hotel with …
Salesforce's TTM free cash flow is about 14.66B. Management guided FY2027 free cash flow growth to 4%-5%. The balance sheet adjustment is -$19.67B, calculated as cash, marketable securities, and strategic investments minus debt, including the new debt from the $25B …