I’ve been looking at **Serve Robotics (SERV)** for quite some time now and this one actually feels like it has a product that makes sense in the real world. Robot delivery for short-distance urban routes doesn’t sound crazy at all, …
I wrote [a post](https://eastwind.substack.com/p/fable-in-shackles) about something I think investors are underappreciating in the AI trade. Most of the AI discussion the past few years has been about investing in bottlenecks (compute, memory, optics, power, etc.). But the recent Fable / …
Ticker in Canada is XLY.TO USA is CBWTF All numbers in CAD I've been invested in Auxly Cannabis for the last couple years with a current average cost basis of $0.11. Like many other Cannabis stocks, Auxly went public pre …
I've been watching what he's been saying about Cisco and Nvidia since he first put it out there. It was hard to dismiss, hard to time in the typical Burry style. He might be right about Nvidia, but how long …
Hi guys, I'd appreciate it if you shared your thoughts about the valuation of Micron. I know it's not a value stock right now but I hope the subreddit is suitable for a general valuation discussion, reverse DCF models etc... …
Netflix is introducing multi factor authentication (Face ID, etc) tied to individual profiles beginning July 7. They will eliminate the loophole of traveling and SMS codes that has kept password sharing going. Before the first round of password sharing restrictions …
Wetouch Technology primarily produces touchscreens for the automotive, medical, industrial and other specialized industries. WETH ($1.22 close) has: **\*$120M in Cash** **\*1.72 PE** **\*0.71 TTM EPS** **\*No Debt** **\*<0.10 Price to Book** **\*Growing YOY Revenue and Net Income** **\*$10M/YR, 5 …
Love giant pubs cutting price targets and downgrading SaaS companies after they are 40-70% down YTD. Very helpful. Curious if anyone knows of anyone who has actually provided an accurate prediction for SaaS when they were at all time highs? …
I agree with quite a few of these and continue to appreciate MS’ valuation method and moat rating system.
During Covid there was a time when I had invested in over 100 stocks and some 15 Mutual Funds. I used to explore all the ideas and then invest in them. While this felt awesome , it did not materially …