I’ve been thinking about Micron heading into earnings. AI has created enormous demand for memory, almost unlike anything we've ever seen before. So it’s easy to look at the business and assume a strong report would send the stock higher …
When analyzing a company’s moat, one question does a lot of the work for me: how vulnerable is this business to being replaced by something that solves the same problem in a different way? I think that often gets overlooked. …
Thoughts about Goldman at these levels? It's fallen hard but long-term it seems like a great value play? Maybe BX is better? BX seems to have more real estate exposure though (which may already be priced in - or maybe …
Tencent Music (TME) is down \~65% from its 52-week high of $24.25, currently sitting at $8.37 — basically at its 52-week low of $7.70. Meanwhile FY2025: revenue +15.8% to RMB32.9B, net profit attributable +66% to RMB11.1B, operating profit +53%, RMB38B …
Where do I start I’ve debated this on and off but I need to get into it. Quit gambling because obviously that’s just blowing my money so I want something a bit less risky. I’m not in this as a …
Fico fell 22% overnight on news of opening up the credit score market. It's lost half its value this year. Not pretty. Although on one hand the business is still doing well, so far there is not a huge exodus …
Micron reports fiscal Q4 on Wednesday. Most of the preview talk is about HBM and the $50bn guide. The last 10-Q, for the quarter ended 28 May and filed on 25 June, has a business-unit table that tells a slightly …
16 year old Hi I have approximately 20% of my portfolio in BROOKFIELD CORP (BN) average price of 43usd and im thinking of selling it to buy more hhh which is 16% of my port as I think even after …
I’ve just sat through the GFRD results presentation by the CEO and CFO. Absolute snoozefest. Waste water? Roads? Buidings? Tedious. And that’s just the way I like it. Debt - none Profits - up Cash on hand - tons Dividend …
I like to do stock analysis work on my own. Digging info from reports, putting numbers into spreadsheets, and writing my conclusion/conviction down. But increasingly I’m seeing more of my friends and peers delegating most if not all of their …