I started investing not too long ago (ETFs for a couple of years, and individual stocks around fall 2025). When I started, I learned what I like and what kind of investor I wanted to be. In short: a concentrated …
I always try to find value companies with strong fundamentals that can deliver exponential returns in the next 10-20 years. Here are some filters I use: Market Cap < 10B USD PE < 60 Net Debt < 0 Revenue Growth …
I've seen about 20 posts a day in the last two weeks about people calling MSFT a good pick now and everybody complaining about the price action. In al the DDs, if I can even call those low effort posts …
I am calling it. Ai killing software companies because they are faster and cheaper? Yeap, total bullshit. It may impact when it comes to arts and graphic designs. But not certainly when it comes to software that …
Thanks to this subreddit I had a good run with the above four stocks. Is it time to sell or keep holding? All four sit in the same AI-infrastructure trade and show the same pattern: strong rallies, stretched valuations, and …
Some of the companies will face minimal disruption from AI, some a decent amount, and some will essentially be gone from AI. Regardless of which cohort, when do you think the market will start to rerate the software companies? And …
Anyone looking into this? Stock like EPA:MC (LVMH) or maybe EPA: RMS (Hermes) are down like 26% 5Y Since the recent news of US-Iran peace deal, maybe it’s good time for them to rebound? It’s also a plus that i …
Trump: Bought $1-5m of NOW on 10 Feb 2026 CEO McDermott: Bought 28682 shares, $3m worth of NOW on 27 Feb 2026 Performance of the stock is bad right now but the company is generating yoy revenue growth. 85% of …
I want to do some comparative analysis across three tickers in comparing multiples, gross earnings and cash flows along with margins across time. I felt that Nike was undeservedly given a premium despite having worse operational margins than other smaller …
CME * Mcap $90B * P/E at current price ~20x CBOE * Mcap ~$26B * P/E at current price ~19.0x I'm just gonna skip the financial details because they really don't matter here. Both are highly successful companies that grow …