\*\*Is ***Indonesia*** becoming one of the most interesting contrarian emerging-market trades?\*\* I feel like almost nobody is talking about Indonesia right now. And looking at the chart… I kind of understand why. The Indonesian market has been an absolute disaster …
I've been looking at the situation in Hormuz, reading various articles, observing US politics, and the start of this, the fundamental thesis is that I think oil has probably hit peak. Once a commodity reaches a certain price, people will …
Chatter about homebuilders has picked up since Berkshire bought LEN, so I went through five of the big US builders to see if any of them are value stocks. They all peaked within ten weeks of each other in late …
Curious about thoughts on GOOG here. I have a small position in it but planning on adding more, holding for next 20 years until I die. Do we still believe Google is the one. Or maybe it’s not a we …
I get why Tesla is liie it is: Musk stock. But still based on my valuation it current market price is 25% beyond my future expectation valuation. Iam i missing sth. in their fundamentals that is missing? My model includes …
Reading this title in the age of AI, some will probably think I’m crazy. You’ll also think I’m crazy holding over half a million dollars between Constellation Software and Topicus while frontier labs, Metas, Amazons, and Googles of the world …
Recurring subscription revenue, numbers look decent, peg ratio low enough. Analyst price targets look good. I know it's consumer discretionary which has been doing pretty poorly with higher rates and oil at the moon. Yes there is competition, but the …
P/E < 10. One of the top producers of GLP-1 medications. Why is the stock so undervalued?
Recently the stock dropped over 25% since it ceased to acquire a small digital bank. However, it still reiterated on earnings for 3rd quarter which it expects a 25% growth. Wondering what fundamentally changed about the business for people to …
Disclaimer: I own both CRWD and PANW, but the last time I bought them was during the Feb/March SaaSpocalyse scare. But back to my title - who is chasing these names? at $200, I found $CRWD hard to justify (and …