Hyperscalers? Softwares? Semiconductors? Computer Hardware? Cybersecurity? Robotics? Utilities? Other sector? Do you think sectors or companies that are cheap now will still be hit when the bubble burst?
We just had a flawless deployment for BlueBirds 8, 9, and 10, which literally validates the tech and the scale they’re building toward. Instead of moving up, we’re watching a classic "sell the news" event, with the price continuing to …
On April 10th, i called every one to buy saas, especially ciber security stocks, and I said it was probably near the bottom if not the absolute bottom. I bought panw crwd rubrik and msft. I also added many others. …
(***Note:*** *I previously did a valuation of RDDT a year ago, and based on my required rate of return of 15%, put a buy price of RDDT at $150 and below. This post is an attempt to do the valuation …
Anyone knows what the heck happened with DUOL? It kinda kept rising recently while the other SaaS is seriously screwed up? Maybe their 400 million share buybacks bumped the price up? I’m long DUOL with 3% of my portfolio so …
I was just wondering what everyone’s thoughts were on the sudden pivot to Adobe pushing a freemium model? Annual Recurring Revenue Growth is arguably the single most important metric for the stock from the perspective of Wallstreet and the stock …
The stock market has taken [ACN to the wood shed](https://userupload.gurufocus.com/2067772463433031680.png). Down 18% today! Down 70% from its high and -58% in a year. Forward PE of 9 basically saying that the company will never grow from here. Yet it delivered …
I'm writing this post so I can encourage discussion so that everyone can help me and others understand economic moats better. Literal Definition: An "economic moat" is a company's ability to maintain a sustainable competitive advantage that protects its market …
I think a lot of people don’t understand the most important thing. AI is being used for free because it’s being subsidised by large investments and future payments. As a result, you can use Claude, Gemini, ChatGPT for free. Soon …
And when I say "Deep Value" I don't mean companies like META or MSFT... While those companies are cheaper than the broader market, I wouldn't say they are "deep" value. I'm referring to companies that the market absolutely despises and …