After the classes live online class, Phil Town's team offer a year long course for $10K. Has anyone took it? If yes, what's your thoughts on it and could you learn what they teach in other places without having to …
A few names on my buying list lately (feel free to scrutinise) 1. FICO - i understand its moat could be eroded but at this price i think it is worth to take a closer look 2. MCD - is …
[https://www.sec.gov/Archives/edgar/data/315090/000119312526409451/xslF345X06/ownership.xml](https://www.sec.gov/Archives/edgar/data/315090/000119312526409451/xslF345X06/ownership.xml) My personal opinion is that these buys belong to Ted Weschler, given their relatively small size. BRK now holds 26,034,436 class A shares of Lennar and 553,000 class B shares of Lennar.
|\#|Company|Ticker|FCF/Sales|2026 YTD|5Yr Rtn|Div Yield|Cap| |:-|:-|:-|:-|:-|:-|:-|:-| |1|AppLovin Corporation|APP|65.88%|\-56.90%|\+301.31%|0.00%|$173.1B| |2|VeriSign, Inc.|VRSN|62.42%|\+17.16%|\+40.06%|1.15%|$22.7B| |3|Antero Midstream Corporation|AM|59.09%|\+17.10%|\+171.77%|4.46%|$10.8B| |4|Krystal Biotech, Inc.|KRYS|58.52%|\+34.89%|\+536.97%|0.00%|$11.0B| |5|Sandisk Corporation|SNDK|56.77%|\+632.96%|N/A|0.00%|$336.5B| |6|Palantir Technologies Inc.|PLTR|54.55%|\+5.23%|\+678.08%|0.00%|$280.3B| |7|Arista Networks, Inc.|ANET|48.91%|\+55.38%|\+847.94%|0.00%|$214.3B| |8|Veeva Systems Inc.|VEEV|48.16%|\+27.87%|\-0.94%|0.00%|$28.8B| |9|Exelixis, Inc.|EXEL|47.55%|\+33.26%|\+176.30%|0.00%|$13.5B| |10|Visa Inc.|V|47.23%|\+3.07%|\+67.55%|0.75%|$663.2B| Market values above $10 billion · September 30, 2026 [75 …
It’s trading at around 10x what the FCF for 2026 should be, with 3,5% organic growth. The combination of net income jumping up plus the buybacks starting should be tailwinds. They have great management and long term thinking owners. Fears …
Here is a summary of Nextil's H1 2026 financial results compared to H1 2025 based on their latest earnings report. **Key Financial Metrics (H1 2025 vs H1 2026)** **Revenue**: 27.2 million EUR on a like-for-like basis, up 66.4% year over …
Hey everyone, I run the independent research firm Northwise. I just posted about Amazon this week, and wanted to follow up on Nike. Nike reports after the close tomorrow, October 1. I've been working through what its earnings could look …
Peter Lynch said the little guy has an edge. Is that still true?
Bought an entry level position in CASY today - looking for Buffet style play, that is; **Easy to understand** Gas, snacks, and pizza in small-town America. Casey's is usually the only real store in town, so people fill up there, …
Hey guys, if you missed it, United Natural Foods ($UNFI) just agreed to settle $39 million with investors over claims that the company hid how inflation-related inventory gains were boosting its profits. The settlement terms have already been submitted to …