Here’s a more natural, conversational version: I’ve been thinking about how pharma companies will always try to commercialize human problems and maximize profits for as long as they can. With that in mind, I feel like companies developing new therapies …
How This Old-School Value Fund With No Tech Stocks Is Beating the Market - Barron’s By Lewis Braham https://www.barrons.com/articles/how-this-old-school-value-fund-with-no-tech-stocks-is-beating-the-market-595a331e June 17, 2026 2:00 am EDT During today’s extreme bull market dominated by the artificial-intelligence and SpaceX frenzy, even value managers …
A few of the tech company in my scoop have good earning but huge SBC is what is holding them back. Would a mass layoff be a huge catalyst? New investor, don't know too much, please enlightened me …
I realized that most of my investment work happens before buying a stock. Once I buy it, I mostly monitor price movements and earnings. But price is not the thesis. For example: For Vertiv (VRT), the thesis might depend on …
Obviously, I have not done a deep dive into what he did; all I know about it is just from the movie and some news articles. However, didn't everyone call him crazy? And didn't he suffer some massive losses by …
The honest answer might be "accept that you can't have both" but I'm not fully convinced. Index funds give you market returns with minimal effort. Getting above-market returns has always required either: (a) a lot of effort yourself, (b) paying …
A few months ago I came across a Bloomberg article, [AI isn't ready Trading](https://www.bloomberg.com/news/articles/2026-05-06/ai-bots-auditioning-for-wall-street-trading-are-mostly-losing?cmpid=eveus&utm_campaign=eveus&utm_medium=email&utm_source=newsletter&utm_term=260506&utm_content=4208&sref=iFWW0xUZ), highlighting how new frontier models were highly unreliable, trading too often, producing inconsistent results, and losing money more often than not. Everyone knows the saying, garbage …
Curious why I don’t see many posts about WDAY here? I know software is unloved currently but appears like a worthy business to consider looking at its fundamentals if you are a value investor. Genuinely interested to hear people’s analysis …
Hi guys , I’m buying the dip on CoStar. Here is why: They own the "Bloomberg" of Commercial Real Estate. It’s essential infrastructure, not just a service so their Moat is real !The market hates the spend they did with …
A cannibal is a company retiring its own shares aggressively - but not the fake kind where buybacks just offset employee SBC dilution. NET buybacks. The kind where the share count actually shrinks. The math is interesting: if true FCF …