Hi, I’ve been looking at BWXT recently and I was just looking for others viewpoints on the stock. It’s had a large pullback from its 52-week high and I’m wondering if it’s bottoming out soon. On paper it looks great …
Hi all, I'm currently valuing TEAM and pursuing a sell recommendation (university case competition). I'm presenting in 20 days and am trying to work out how SBC affects broker recommendation. From the sell-side reports I've read, it seems that Wall …
Why bet against the Zuck?
Ok, well, it's been a while since I found anything worth writing about, but this seems like it might be worth the time, so here goes. Be forewarned, the recent acquisition makes for a lot of yapping to get what …
Sofi Stock at 15 dollars a share: Is it worth it? The all time high for the year was above 32 dollars a share. The revenue growth year over year was at 40%. Membership growing at 35% a year.
Today was a rough day, in fact I won't lie since July 4th it's been rough all summer. But fico dumping today (I don't own it) sent me down a rabbit hole where I discovered "legendary" investor Dev Kantesaria, head …
Thoughts on buying it here? Or maybe selling a put option at $45? It currently has almost a 6% yield!
From everything I have seen in the real world, Celsius and Alani are staples in the energy drink category, not a flash in the pan.
That share is now falling (10-Q concentration footnotes): | Period | Largest client, % of revenue | |---|---| | FY2025 | 26% | | Q1 2026 | 24% | | Q2 2026 | 20% | On the Q2 call, management …
I'm finding it hard to ignore. Dividend has already been cut to sustainable levels, and even so remains extremely attractive. Their FCF could receive a 40% haircut, and still be at a valuation less than 15x FCF. Private label sales, …