There's a lot of talk, and strong arguments, in two opposing directions at the moment: 1. AI is the future, and the revenue growth from the infrastructure layer is real. 2. The ROI for AI applications is lacking, and we …
I recently stumpled upon Teleperformance SE. A generic call center & digital service business provider. Trading at a TTM PE of 8.63. So why is Teleperformance SE interesting? One of the most important touch points in the customer journey, is …
Oracle reported Q4 FY2026 a week ago $19.2B revenue (+21% YoY), cloud infrastructure up 93% to $5.8B, EPS of $2.11 beating estimates by 15 cents, and a record $32B in operating cash flow for the year. Backlog sits at $638B. …
Cyclical industry investing is challenging. When business is booming, earnings soar, making valuations look very attractive. However, these high watermark earnings levels are susceptible to rapid decline from any macroeconomic or competitive supply shocks. The auto manufactures have always been …
First time caller, long time listener. I am 38. Looking at building a div income sleeve that I can access in about 10-14 years. All of this would be in a taxable account and probably never go beyond 5-7% …
I m not sure if this sub is the right place for a topic like this, but I d like to share with you my high risk but high potential stock picks. I did a lot of research on them …
Mainstream index funds have a flaw. The bigger a company gets, the more of your money goes into it. The top ten S&P names are around 40% of the index right now. You are not buying 500 companies. You are …
The critical minerals trade is starting to look less like a normal commodity cycle and more like a government strategy cycle. Canada is offering Italy priority access to critical minerals. The EU is shortlisting projects in Brazil. Germany is expanding …
(Posted this idea here a while ago, but cleaned up and made my writing more concise. Hope that’s ok. Enjoy!) Historically, BellRing traded at premium multiples as it combined high growth, strong margins and an asset-light business model. However, revenue …
Everything on the Hardware side of AI seems to have had a run recently, and so has this ticker, but I think it is worth taking a look at it. Penguin Solutions is a hardware company trading under the ticker …