On the credit side you never start with what a company is worth. You start with what kills it. It's a different question, and it puts you in a completely different set of numbers. Margin of safety on this sub …
I read that Elon Musk is predicting AI could push the USA's GDP growth from around 2% to 4% next year and he even left open the possibility of an even higher number. Ok, I see how AI could really …
Good morning, I would like some help stress-testing an approach I have been using to validate or invalidate possible investment theses, as this is the part of investing I personally struggle to find enough time for. My investing style includes …
The 2026 NPL market report is out, with a few headline figures worth looking at. The aggregate numbers can be somewhat misleading, though - the picture changes quite a bit once you look at underlying data. All figures are as …
Isn't booking.com an obvious value play? It takes 0 incremental value for onboarding ene users, AI is gonna cut if not already most of the customer service and back office costs and the stock is at 13x forward PE. 120 …
Tomorrow we start Meta Connect event which will cover the newest development in AI and Smart Glasses. A lot of happening around Meta recently as they growth to be a frontier AI Lab. A lot of the newest developments will …
So in order to teach kids the stock market in our school, they host a stock simulation game, where you get 50k virtual money and whoever performs best at the end gets a cash price. Im investing myself so I …
DKS closed Monday at $123.63. Management is guiding to $10.94-$11.94 in EPS this year, so the stock is around 10-11x guidance. That got my attention. The latest filing also makes the discount pretty easy to understand. Dick’s own business still …
Hey guys, I want to share a free tool I made for researching Swiss stocks. I know that recently with all the vibe-coded tools, self-promotion has been a sensitive topic here, so just to be clear and respectful of the …
I've read (in part) BG's Security Analysis (margin of safety) I've looked at balance sheets (interesting) Is the value investor just hitting refresh on their keyboard waiting for a stock they've valued to fall into 'buy'? struggling to be sensible/stay …