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 …
**The Technical Bottleneck** Running next-generation Post-Quantum Cryptography (PQC) lattice math on classical silicon architectures triggers crippling network latency and severe data packet fragmentation across modern transport networks. Legacy Arithmetic Logic Units (ALUs) lack the specialized hardware-level engines required to efficiently …
The future of marketing is --> co-created, omni channel & personalized. And we are in the midst of this changing industry. When you interact across platforms, you leave traces of data!. Braze can leverage these cross channel interactions; create a …
Hi again r/ValueInvesting, for those who haven't seen my posts before: I'm the GM of the stock research side at Obermatt, a Swiss investment research firm. We rank stocks across 60+ markets on four factors (Value, Growth, Safety, Sentiment) relative …
HubSpot ( HUBS ) is a marketing software as a service platform - competing with SalesForce ( CRM ). HUBS is down 53% YTD. Revenue up 23% YOY (5 Y CAGR 28%) and operating income up from -23M to +29M …
TL;DR: Collegium ($COLL) sells patent-protected extended-release drugs for pain and ADHD. Asset-light, 61% gross margins, ~$290M owner earnings, revenue compounding ~20% for five years. Including ~$488M of net debt, the whole enterprise trades around 5.6x owner earnings. I think the …
Quick note after reading up on the AI data-center power bottleneck (HV transformers 3–5 year lead times, BYOP trend, etc.). Main names I’m tracking: \- \*\*Bloom Energy (BE)\*\* – big Oracle deal, fuel cells avoid HV/MV transformers, cleaner/quieter, faster to …
**Rule tested:** each year buy the Mag7 stock with the lowest **positive** year-end trailing P/E from the prior year, hold for 1 year, rebalance annually. Selections were mostly **Apple 2013–2020**, then **Meta 2021–2024**, then **Google 2025**. Apple’s PE was very …
The ticker 3750 is the stock that foreigners can buy on the Hong Kong exchange. The other ticker 300750 is traded in Shenzhen. The Hong Kong shares trade at a 60% premium to the Shenzhen shares, but I still think …
People keep trying to pick individual stocks, or argue that Amazon and Nvidia are “value stocks” but I’m curious- what are your favorite value ETFs? \*Bonus points if you choose something less common than VTV(which is a great ETF just …