So in an effort to discuss something different. What's everyone reading, finance wise, right now? Currently I'm working my way through Quantitative Trading by Chan. Also slowing reading Dividends Still Don't Lie. Next in the queue are Investment Valuation (which …
The current price of any stock already implies the growth rate the business has to deliver to be worth it. You can extract that number with a spreadsheet in about five minutes. Most people never do. This is what a …
I have around 900 shares of Accenture and am currently sitting on a significant unrealized loss. I’m unsure how to proceed from here and would appreciate some perspective. For context, I did not purchase these shares directly as an investment. …
I won't bore y'all with bull/bear convictions on Adobe. The truth is, nobody can tell the future and I don't have a crystal ball. *But what I do have are a very particular set of skills. Skills I have acquired …
Hi guys — I figured I’d post about a very unusual setup that I think the market is currently misunderstanding: Greenland Energy Company (GLND). This is a classic scenario where a stock is heavily discounted due to short-term selling (mostly …
I’ve been looking at Leidos (LDOS) and think it might be an interesting value play. Leidos is a government IT / defense / cyber contractor. Not exciting, but the business is tied to DoD, intelligence agencies, civil government, aviation, and …
Disclosure: I work at Obermatt, a research firm that ranks stocks relative to peers on metrics like Value, Growth, Safety, and Dividend Yield, sharing this because the overlap here is a good test case for separating real value from value …
Most of the market feels and is expensive right now, but I believe in any market there are always pockets and companies where sentiment is bad enough that value might exist. I am curious where people here are seeing the …
Honeywell is separating its Aerospace Technologies division into its own publicly traded company, $HONA (Honeywell Aerospace), with the distribution date set for June 29, 2026. The deal is that for every 2 $HON shares you held as of the June …
Okay, hear me out... Bill Ackman put in a $64 million dollar bid to buy UMG. UMG responded by declining and signalling that they think their being undervalued and opted to buy back their own stock. The major labels in …