I’m curious to know what long term stocks you guys are investing into your Roth IRA or 401k? To those that do both index funds and stocks what stock exposure did you decide to add more of.
Came across an institutional audit showing hyperscalers booked \~$150B in non-operating paper gains last quarter, masking baseline deceleration. Put together a 2-minute visual breakdown of the depreciation lag and $420B debt wave here: \[[The $150B Accounting Illusion: How Big Tech …
Zillow is down 86% from the 2021 peak (when it was significantly overvalued) and down 57% this year. Here's my thesis on why it is undervalued. 1. Its model is changing. It used to be advertising-first, where the buyers would …
Cellnex owns more than 113k telecom sites across Europe. Its biggest markets are France, Italy, Poland, England and Spain and it also has substantial operations in Portugal, Switzerland, Holland, Sweden and Denmark. By tower count, it’s number one or two …
There may be something here behind the dividend and debt.
Last week we ran an exercise that looked beyond whether I simply liked a company. I wanted to know whether the business, current valuation, profitability, long-term trend, downside risk, and potential upside all worked together at the current price. Today …
In general i know 10Y Yields are up and oil prices are up but the markets aren't t0o far from all time high. is this a still a good time to buy. are we in a small correction phase of …
With the k-shaped economy and higher interest rates potentially on the horizon, I am seeing consumer retail/discretionary stocks taking a beating. It might be early still, but I do believe there is value here and wanted to ask the community …
Me personally, I think after the cyclospora outbreak, YUM sold sharply, and I think the market reaction was too intense. My research suggests that YUM is rougly aroudn 10-15% undervalued because of the estimate of a 5Y 25x end of …
Do you think $NFLX could be one of the AI winners? I think they have a lot of potential because if AI does more and more work for people, humans have more free time and in their free time they …