Many customers believe that Wendy’s died the day Dave Thomas was buried in 2002. And rightfully so! Dave Thomas was more than a founder; he was literally and figuratively the company’s patriarch. An orphan and high school dropout, he built …
Hey has anyone used the app barebone.ai it seems useful but SO expensive $40+/month for what seems to be a perplexity wrapper as an app?? **Here’s what it offers which seems fishy:** \- INVESTMENT RESEARCH Instant, deep analysis on any …
Pizza Has Gone Cold. Domino’s Is Still Worth a Look - wsj https://www.wsj.com/business/hospitality/pizza-has-gone-cold-dominos-is-still-worth-a-look-38fab850 The category’s sales are stagnant and its chains are faltering, but Domino’s can emerge as a winner By David Wainer June 25, 2026 at 5:30 am ET …
What is your opinion of FMX? THe idea of foreign constumer staples seems attractive, and it appears slightly undervalued. EV / EBITDA is 8.57 compared to industry average 10.68. They're a conglomorate with many subsidiaries, but two of them earn …
On the QAV America podcast this week, I did a deep dive into a tiny bank based in Virginia that nearly wiped itself out, loaning a bucket load of money to a billionaire senator that owns a luxury hotel with …
Salesforce's TTM free cash flow is about 14.66B. Management guided FY2027 free cash flow growth to 4%-5%. The balance sheet adjustment is -$19.67B, calculated as cash, marketable securities, and strategic investments minus debt, including the new debt from the $25B …
Got into Zoom Communications today. I want to preface this by saying that I do not intend to hold onto this long-term. The company doesn't have a strong moat. However, when applying a 2 year window (max), this stock is …
Everyone thinks the car is ugly, sure. But I think the market is not entirely pricing how the Luce will expand their TAM to an entirely new customer base (Ferrari expects \~50% of Luce buyers to be entirely new customers). …
I have been following these two sectors closely for the past few months. On one side you’ve got the smaller public space names like Firefly, Redwire, Voyager, Intuitive Machines etc. On the other side you’ve got the drone/autonomous delivery stack …
Final edit: Thank you for all of the brilliant and thoughtful insights. The people who replied shared excellent strategies to find value in the market. This is an incomplete summary of my approach, not everything… but generally what I do. …