The investment case for Cerebras (CBRS) fundamentally rests on two core questions. First, is Andrew Feldman the right leader with the team to deliver and execute on the plan? Second, how much market share can he realistically take from the …
I want to know if classic Graham net-net / cigar butt investing is still doable in US stocks in 2026, from people who've actually done it with real money rather than backtested it. My account is under 100k, so the …
Instead of considering individual stocks what sector currently would you say is undervalued? And perhaps from there it would be easier to find good value plays.
Guys, I’ve been doing some thinking. I often see people on this sub labeling certain stocks as "Value" simply because the P/E ratio has dropped or the price is well off its all-time highs. We all know that **a low …
A few years ago I would've described Palantir as a defense contractor with great software. Now I'm not so sure. It feels like it's evolving into an operating system for organizations that need to make decisions from massive amounts of …
What are your thoughts on Keysight technologies (KEYS) as a company? It doesn't have many competitors and is top in its business segment. However, how many people do need these products which require a high level of electronics knowledge. Does …
Forward: I recently found myself hitting a milestone I always said would be the trigger for me getting a tattoo of the future value annuity formula (that alone should tell you how I approach investing).. it's a long story, and …
Thoughts on BSX? I normally prefer value stocks with a dividend (no dividend here), but I still find this very interesting at present price $44.23. The assumption is capital is rather being used for growth. Interesting to note that when …
Basically the company that franchises McDonald’s restaurants in Latin America, caught my eye recently for its incredibly low PE (7.5x). We aren’t talking about a crazy growth company and even if they don’t have high margins they are quietly expanding …
As some of you may already know from my previous posts, I have been tracking this company as a value play for the last couple of months. It was a few weeks ago that I noticed that not only was …