Based on tangible assets, current revenue, debt levels, and traditional aerospace valuation metrics, SpaceX's implied share price would be somewhere between **$0.13 and $2.46 per share**. Yet private market investors continue valuing it at hundreds of billions. Why? Because nobody …
Wanted to create a post discussing every Risk that ADBE faces right now. We all know the valuation looks good, there’s no point discussing that. The investment thesis for Adobe solely rests on how well they can mitigate the risks …
Most people out there are just collecting tickers or chasing macro noise. If you prefer spending weeks reading hundreds of pages of filings just to find the one asymmetric bet where the odds are overwhelmingly in your favor, let's talk. …
I built a free Live Feed of US special situations as part of Special Situations Digest. Real-time SEC filings, filtered down to the events that actually matter: activist stakes, going-private deals, tender offers, spin-offs, strategic reviews, restructurings, capital returns. No …
New report. Interested to hear your thoughts on ACN and the SAS selloff as a whole
I'm curious your thoughts on the idea of writing up a series of blog posts or a short book, even, that covers some of the 101 principles of valuing a company. The idea would be to make it super accessible …
**Full Letter:** https://theoraclesclassroom.com/wp-content/uploads/2019/09/1984-Berkshire-AR.pdf **Letter Only** https://www.berkshirehathaway.com/letters/1984.html This week we will go over two segments on two fully owned businesses that have had extraordinary years, Buffalo Evening News and Nebraska Furniture Mart. Also the acquisition of a large stake in ABC …
Adobe released earnings and the stock dived over 10% within a day to its 8-year low. All of the reasons that led to this are also those that will see it trend up. The reasoning behind the SaaSpocalypse is simple …
I first posted this thesis on my twitter when the stock was around \\\~114/sh. I think it’s a compelling opportunity for people looking to build robotics/physical AI exposure. I’ve copied and pasted that same thesis here if people are interested. …