**TL;DR:** Microsoft isn’t undervalued at $380–400. Unless it delivers exceptionally strong results over the next two quarters which I don’t expect, it faces growing challenges that increase the downside risk. Last Friday was the last chance to escape this ass …
The business has been around 25+ years, has a brand recognized in many places, makes good quality items, is growing in china, and still has 40% + gross margins. And also great ROIC. Their store level worker incentives used to …
to his wife. It’s been posted before (in comments section - not thread topic) that Warren recommends his wife/widow (upon getting inheritance after her passing) put 90% of her wealth into the S&P 500 and 10% into short-term government bonds …
That likely means foreign countries will not have access to any advanced models in the future. This will affect all AI companies. The uncertainty is high; no one knows if there will be more restrictions on foreign markets in the …
( **note**: I put the flair as Basics / Getting Started because it is good to see how professional funds assess a turnaround restaurant stock. Imagine if all posts in this subreddit were written like this…. **Disclosure**: I don’t own …
Jim Chanos: The AI bubble is bigger than the dot-com bubble
I’ve been looking at SAP SE and trying to evaluate it from a value investing perspective: \-Strong moat \-Enterprise software deeply embedded in customers’ operations \-Recurring revenue \-High switching costs \-Strong balance sheet \-Consistent free cash flow The stock has …
Hey community, Always appreciate y’all’s thoughts and discussions. I’m looking at NFLX. Although it’s significant down from its ATH but looks like it’s growing roughly 15% and at a multiple of almost 26. I had bought 100 shares at 90 …
People often look at companies like SpaceX, OpenAI, Nvidia, Tesla, etc. and say something like: “This valuation makes no sense. The market has gone insane.” I’m not sure that’s actually the right conclusion. A valuation can look absurd without the …
Is ABDE a value stock? What about PYPL? I see these posts everyday and everyone has their own opinion. I made a post about MU being value when it was trading around $100 and it was generally scoffed at. Who …