Wetouch Technology primarily produces touchscreens for the automotive, medical, industrial and other specialized industries. WETH ($1.22 close) has: **\*$120M in Cash** **\*1.72 PE** **\*0.71 TTM EPS** **\*No Debt** **\*<0.10 Price to Book** **\*Growing YOY Revenue and Net Income** **\*$10M/YR, 5 …
Love giant pubs cutting price targets and downgrading SaaS companies after they are 40-70% down YTD. Very helpful. Curious if anyone knows of anyone who has actually provided an accurate prediction for SaaS when they were at all time highs? …
I agree with quite a few of these and continue to appreciate MS’ valuation method and moat rating system.
During Covid there was a time when I had invested in over 100 stocks and some 15 Mutual Funds. I used to explore all the ideas and then invest in them. While this felt awesome , it did not materially …
> # Part 1: Software Moats Are Never About Code — They Are About Ecosystems and Standards The SaaS doomsday narrative comes in two classic variants, both circulating widely across X and financial communities, both sounding plausible on the surface, …
The short answer: **everyone who can buy it already owns it,** and the revenue lines that would force a model revision haven't printed in a quarterly filing yet. The long answer: On May 20, NVIDIA reported $81.6B revenue, up 85% …
Hey everyone. NOC is an aero-defence company that has a total monopoly over the US nuclear triad. It's slightly undervalued now; isn't it time to consider this stock for value investing? Haven't seen many posts about this stock. What are …
Hi all, I am looking for suggestions of serial acquirers / compounders in Europe to invest (long term horizon). I know a few, particularly in the Nordics (Investor AB, Lifco,…), but wanted to get some additional suggestions. Which do you …
I’m building a long-term AI infrastructure watchlist and trying to understand where the market may still be underestimating the bottlenecks. The names I’m currently researching are: Eaton (ETN) Schneider Electric GE Vernova (GEV) Arista Networks (ANET) Micron (MU) My thesis …
16 write-ups from Substack within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/](https://gilescapital.substack.com/) # Americas **Medis Market Notes** on [**Netflix**](https://medismarketnotes.substack.com/p/netflix-a-sisyphean-task-or-understated) (🇺🇸 NFLX US - US$326bn) Netflix writes off $32bn in original content faster than …