Disclosure: I am not affiliated to the financial website insidearbitrage. Nor do I own any shares of the companies me mentioned in the article. The tldr of this excellent article is this: Value investors like to monitor open market purchases …
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Veeva has rallied a lot from the depths of SaaS-pocalypse and it doesn’t seem super cheap on trailing earnings. I think it might still be positioned for a multi year run. I think it’s a very high quality business with …
For me the question is whether OpenAI can keep paying for the compute it has already promised to buy, that suppliers are relying on for their own debt repayments. Oracle is the one Im most concerned for. It's borrowing against …
For the last month or so, I've been building a research system that looks at financial quality, valuation, expectations, earnings, competitive position, risks, and separate bull and bear cases before reaching a conclusion. I'm at the point where I need …
[https://web-production-2f5c7.up.railway.app/](https://web-production-2f5c7.up.railway.app/) Heyy there. I created a free step-by-step learning guide for financial reports. I need feedback. Three questions: 1 - After going through one company, could you explain in a sentence whether it’s doing well, and why? 2 - Where …
I looked at the average price that all hedge funds paid for SPGI Pat Dorsey - Dorsey Asset Management - bought at $407.26 Bill Ackman - Pershing Square Capital Management - $407.26 Triple Frond Partners - $407.26 Christopher Bloomstran - …
Comcast's current value is $21. My estimate of fair value is around $26-27, not crazy cheap, but I am confident i have left room for upside. They are currently paying a 6.2% dividend a year. Comcast’s stock price only makes …
I am invested in the space stocks all the major ones (spacex, rklb ) around 15% of my portfolio, now combined space portfolio is down 7%, what should i do? Should i buy more at dip or sell it?
The midterm election is coming up. What usually happens to stock market and value stocks before and after midterm election? What about this particular midterm election: 1. The Democrats will likely win the House. If that happens, what will happen …