Are you familiar with the book "Rule One Investing" by Phil Town? It basically gives you specific steps for analyzing a company using the Buffett method, and I find it interesting to look at MSFT this way. Basic gist of …
Both used to sell basically one product to one company. CALM- eggs to Walmart SWKS- chips to Apple Both have diversified where now 50% of CALMs revenue comes from prepaid food/quick cook restaurant eggs. And 40% of SWKS to auto/data …
Veeva is much more niche, hence it isn't as big of a household name as ServiceNow. However, for every reason someone might invest in ServiceNow, I find Veeva makes a better case. Think ServiceNow has a deep moat because it's …
I don’t have an agenda; I hold both stocks and I’m curious about the bull case for Amazon over Google. From my perspective, Google looks like the stronger play right now. They have a lower valuation and a solid hedge …
Monthly recap of running Benjamin Graham's Enterprising Investor criteria across all US-listed equities! Around 5,875 tickers screened in total, here are the results: **PASS (2):** * $CCS Century Communities: P/E 12.4, P/B 0.62, MOS +30%. Affordable housing builder trading well …
So I’ve been reading a LOT of SaaS articles out there, many of them complaining about how value investing sucks or these bullish calls were awful and I’d just like to add my two cents based on some experience I’ve …
Hi all, I’m looking for a portfolio review from a value-investing perspective. And to pretext on why the portfolio is quite tech heavy, im an elder millennial software engineer :) I’m trying to build a concentrated individual-stock portfolio with the …
Guys, you already know about my obsession with quality compounders. A couple of days ago, we had a great discussion about the best compounders, but we focused primarily on US stocks. Now, I want to bring the focus in EU: …
Been digging into NVIDIA ahead of the next earnings, and here’s where I’ve landed. The bull case is mostly legit. CUDA is still a real moat — nobody’s come close in 15+ years. And demand for Blackwell from the hyperscalers …
A lot of SAAS names have actually held up super well past few weeks. Go look at charts like OKTA, DDOG, SNOW, CRWD, RBRK etc. All with high tight flags, some holding EMAs, some holding post-earnings gaps. These stocks have …