Most investors use a DCF backwards. They start with a company they like, make a few assumptions about revenue growth, margins, and terminal value, and then try to figure out whether the stock is undervalued. But I think the better …
I dont know if anybody ever mentioned this stock on this sub. I invested a small position of my portfolio a few months ago, maybe 1 percent of the portfolio into the company and its down since but i am …
I've been spending more time researching Voyager Technologies recently, due to my gravitation towards the upcoming space race and the current meaningful companies in that industry. The more I dug into the business of Voyager, the more it felt like …
Yes, this company a beneficiary of the AI boom. It provides ethernet networking for datacenters. The fundamentals are one of the best I've ever seen. Numbers speak for itself: \- Gain Margin 38% \- 30% Revenue & cash flow growth …
The stock idea recycling in this sub is just so tired. Let r/stocks do that. If you have an interesting stock - not even one you necessarily want to buy right now - that has never been mentioned in the …
Uber is the cleanest example I've found of the question value investors actually wrestle with: what do you do when a genuinely great business is trading at a merely *fair* price? Quick context for the setup. Bill Ackman's Pershing Square …
I’ve been looking at Zoetis after the recent selloff, and I think it is an interesting value setup. **The simple question:** Is Zoetis facing a structural impairment in companion animal demand and pricing power, or is the market overreacting to …
Every day i see some posts to buy microsoft because its cheap and has value. The truth is that im looking at most companies trying to figure out through ai to substitute all tools and make them as each CEO …
This post is kind of an educational post. A lot of people are currently talking about WEN and JACK. I want to give you some advice on what to look for in such a turnaround setup. Normally, if you want …
I am looking at Humana as a potential short. The stock is trading way outside of its historical trailing AND forward earnings even looking into 2027. In fact if you want to be bullish and see HUM putting up 17 …