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 …
> # Part 1: Software Moats Are Never About Code — They Are About Ecosystems and Standards The SaaS doomsday narrative comes in two classic variants, both circulating widely across X and financial communities, both sounding plausible on the surface, …
The short answer: **everyone who can buy it already owns it,** and the revenue lines that would force a model revision haven't printed in a quarterly filing yet. The long answer: On May 20, NVIDIA reported $81.6B revenue, up 85% …
Hey everyone. NOC is an aero-defence company that has a total monopoly over the US nuclear triad. It's slightly undervalued now; isn't it time to consider this stock for value investing? Haven't seen many posts about this stock. What are …
Hi all, I am looking for suggestions of serial acquirers / compounders in Europe to invest (long term horizon). I know a few, particularly in the Nordics (Investor AB, Lifco,…), but wanted to get some additional suggestions. Which do you …
I’m building a long-term AI infrastructure watchlist and trying to understand where the market may still be underestimating the bottlenecks. The names I’m currently researching are: Eaton (ETN) Schneider Electric GE Vernova (GEV) Arista Networks (ANET) Micron (MU) My thesis …
16 write-ups from Substack within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/](https://gilescapital.substack.com/) # Americas **Medis Market Notes** on [**Netflix**](https://medismarketnotes.substack.com/p/netflix-a-sisyphean-task-or-understated) (🇺🇸 NFLX US - US$326bn) Netflix writes off $32bn in original content faster than …
I'm getting really tired of volatility. My portfolio has been swinging around too much, and I don't think I want to keep chasing high-risk stocks anymore. I'm considering selling everything and moving into a much simpler portfolio. Right now, I'm …
Ok, I know many of you have been holding software companies and worrying about The AI. Is Ai gonna replace software, what if ai can be improved so much and eventually it can be good enough so that we just …
I know it's one of the 4 horseman of "value" stocks this sub likes to crap on but I initially bought in believing in the product and for the most part still do, however I sold so I could average …