Been looking at Zoetis for the past week and I keep landing in different places depending on which part of the analysis I'm staring at. The moat case is real. Animal health doesn't work like human pharma vets don't price …
One of the great financial tech franchises - $FISV - getting murdered over and over again as we watch. When weakness in the fundamentals drives a stock down, do not invest until the fundamental turn. PYPL fundamentals are also degrading. …
[https://www.reddit.com/r/ValueInvesting/comments/1dh8a2l/5\_reasons\_why\_intel\_samsung\_and\_tsmc\_may\_be/](https://www.reddit.com/r/ValueInvesting/comments/1dh8a2l/5_reasons_why_intel_samsung_and_tsmc_may_be/) I really believe that one of the greatest activities that an investor can do is looking back at their comments and think...."hmm, would I have said that in hindsight". What I got right and what I got wrong. I …
So my first tranche of UNH shares just hit the one year mark and I am up 50% and the hardest part like always at least for me is knowing when to take profits. I have 5 batches I bought …
Gross margin: 91.5%. That is seven straight quarters above 90%. For every dollar of revenue they keep over 91 cents. That is software margin most companies only dream of. Revenue: $663 million last quarter. Up 69% year over year. The …
Guys I’ve been trading for the past 13 years and I’m simply unable to pick a stock that goes up over time. Is it not as easy as “if it has steady positive net income, it should go up over …
Graham would land in the $50–100B range using net asset value and GAAP earnings discipline. The $4.9B net loss, $41B accumulated deficit, and xAI burning $30B+ annually in capex would result in no margin of safety calculation even getting close …
After Australia last year, the UK just announced restrictions on social media apps such as Instagram, TikTok, YouTube and Facebook from being used by the under-16 age group. Many more countries are considering the same. If even a portion of …
I'm already down 23% on my Adobe shares. Pretty conflicted on whether or not I should average down or put that money on Intuit. Both soared up quickly two weeks ago after the $SNOW earnings beat but have quickly come …
# **Edit: Added a short therm thesis up front to TLDR, make sure to read up on the full article for the full analysis.** # Overall Thesis - Short format Netflix's growth outlook is driven by three self-reinforcing forces. First, …