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. …
Leidos is one of the largest US government services contractors, formed from the SAIC split in 2013, with roughly 50,000 employees and $17.2B in annual revenue. The business spans four segments: National Security & Digital (military intelligence software, cyber operations, …
People wonder why certain stocks are falling when at the same type these stocks that are falling are funneling hundreds of billions into hardware manufacturers, I think people are right and the market agrees, MAG7 getting blasted is a confirmation …
The numbers on this company looks ridiculously cheap. EV/FCF = 4.5 Valued at 1.2bn USD, with FCF of 282m Which means its probably too good to be true. Hit me with why I shouldn't buy this one? It feels like …
To be clear, I think Microsoft will continue growing and I consider it a value stock. I am simply getting sick of seeing 10 Microsoft posts a day, with most of them containing misinformation. I'll explain the bear case by …
And a couple of others like ADBE, CRM, and NKE... Tomorrow, I am going to sell my car and open a lot of short positions. People always say never short hype stocks and momentum stocks... These are now the most …
Planet fitness stock has gotten beat down 50% over the last year. At $51/share it’s valued at the same price as they were in 2018, despite doubling their revenue since then. What do you all think? Trailing EV/EBITDA of 10.8-11.2x
Portfolio: Hyperscalers: GOOGL, AMZN Semiconductors: TSM, NVDA, AVGO Financials: SPGI, GS Industrials: GE, GEV, CAT, NOC Some of the stocks I hold I bought a long time ago with significant amount of gains, so I wouldn't buy them at today …
I don’t think these companies are going anywhere but be warned with these recent dips. I personally don’t think this is the bottom and with CapEx spending to reportedly ramp up, I think we will see lower levels through the …