Something I keep hearing from serious individual investors: 10–15 positions, plus another 10–15 companies on a watchlist. Then there are earnings calls, filings, valuation updates and new developments to keep up with. Finding companies isn’t necessarily the hard part. Keeping …
Before I say anything else, I want to thank Bill Pulte for really sticking it to the man and standing up for the little guy. I was really excited once I had saved up \~200k for a down payment and …
We tested a simple question: what would have happened if you copied a manager’s disclosed holdings **only after each 13F became public?** We picked 10 widely followed investors, including Stanley Druckenmiller, David Tepper and Bill Ackman. The test covered September …
*(TLDR: a* counter balance to the previous post which was a bit too bullish) Meta’s New AI Agent Is an Instant Hit—and the Backlash Has Already Begun Amazon blocked the Muse app from shopping on its site, and privacy and …
usually when do a company review one requires get the financial statements, I known that we can get it from official sec page or investor page, but do you use/known some specific tool/page (free) that list the last N years …
**Is Cerebras ($CBRS) being overlooked after the IPO selloff?** The stock is down \~46% from its high, but the business has some interesting numbers: * **$25.4B RPO** * **$880–890M** 2026 revenue guide * Cloud revenue **+287% YoY** * **750 MW** …
Of the four water-related stocks we reviewed, I’m currently more interested in Pentair ($PNR) because of its potential turnaround setup in 2027. The ugly part is obvious: Q2 revenue fell 17%, Pool was hit by roughly $170M of channel destocking, …
Meta’s Muse Jumps to the Top of the Apple Store—and Triggers a Panic in the Stock Market By Josh Schafer Updated Sept 22, 2026, 1:27 pm EDT / Original Sept 22, 2026, 12:52 pm EDT Key Points About This Summary …
Vaso Corporation ($VASO) is a small company with a $52MM market cap and $48MM in cash. Until recently consisted of three separate businesses, the professional sales segment, which represents GE Healthcare (NASDAQ: GEHC) in selling diagnostic equipment; the medical device …
Man, is anyone here looking at $JACK? If you bring up $JACK to most people, they just shrug and assume it’s another tired fast-food chain stuck in a rut. But if you actually dig into what’s going on under the …