Can the mods do something about the incessant ADBE spam?
I swear every time I open reddit I see another post about ADBE on this subreddit. That's all Stop it
I swear every time I open reddit I see another post about ADBE on this subreddit. That's all Stop it
Most coverage of critical minerals frames them as a supply story: who has the deposits, who's digging them up, reserves in the ground. I think that framing misprices the whole sector, and the gap between "mining" and "refining" is where …
Quick transparency note before the analysis: The calculations in this report run on an algorithm I built myself — Graham criteria, Earnings Quality framework, all coded from scratch. Data from Yahoo Finance and SEC filings. An AI agent (CrewAI) narrates …
Adobe ( $ADBE ) just reported a **double beat,** **raised guidance**, but *dropped \~10% * A *12% FCF yield,*means the market is assuming not just slower growth, but actual permanent structural decline. I work in creative land and was buying …
Recently SpaceX has been saying that wireless direct to cell represents a massive market and could surpass broadband. SpaceX is far from a value stock, and I firmly believe that global connectivity will no longer be focused on terestrial cell …
I've been digging into NCRA recently and I'm still trying to figure out whether this is a genuine turnaround story or just another microcap AI play. The company has announced several initiatives involving AI, acquisitions, and technology-focused investments. On paper, …
Everybody and their Uncle knows about the recent SpaceX IPO. SpaceX just disclosed that they are buying a company by the name “Cursor”. How will they pay for it? Issuing stock, yes the same company they diluted to raise around …
Hey all, I’ve been investing for almost a year now. I studied Graham, Munger, Buffet and listened to Peter Lynch. I enjoy the information they have. I’m struggling on deciding when to take profits. I bought into oil CVX just …
hey, I’ve been thinking a lot about the diversification vs concentration debate. The discussion usually gets stuck between “own 20-25 stocks and you’re diversified” and “just concentrate in your best ideas,” which feels too simplistic. So I wrote up a …
This is the completed deep value report as promised. ( Not investment advice.)