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 …
This may sound silly and like a conspiracy theory, but it’s kinda strange how every time I sell a stock it usually goes up the next day. Like literally no matter how much research I do on a company the …
TL;DR - There will be some winners, but most of these valuations are repeats of the same mistakes investors made during the dot com bubble. Neural Networks are the most significant development in global computing since the internet. The current …
**Kinsale** It’s not cheap, it may be trading at \~x17 while others are much cheaper, but the company has a growth potential that called my attention. They are doing a fantastic job. **Chubb** Probably one of the best insurance around …