I've tracked FICO closely since the spring and read essentially everything published on it this year: the sell side, the independent deep dives, the long form substack write ups (fun fact: I even came across one that was 112 pages …
I spent the last couple weeks digging into Broadridge Financial Solutions (BR), a $19.4B financial infrastructure company. Nobody really talks about it, but it functions essentially as a monopoly toll bridge for Wall Street. The stock has been beaten down …
I was recently going through the smallest stocks in Singapore and found an interesting little company. TSH Corporation Limited ($KUH) They run a couple of whisky bars in Singaporean hotels. They also import and distribute whisky, and buy whole casks …
Hey everyone. Let’s talk about DXC Technology, a big name in the IT services space that often flies under the radar unless you are hunting through the dust bin. If you haven’t looked at them lately, DXC is a vendor-independent …
Any time a famed value investor starts blaming market mechanics and the passive bid, my ears perk up. I'm always curious to know if it's the market that's wrong or if the Terry Smith's of the world are off their …
Feels like week after week former market favorite stocks are getting buried further and further from their highs. A few that I was looking at 2026 ytd are OKLO -54%, OPEN -57%, SOFI -38%, RDDT -34%, AVAV -39%, JOBY -58%, …
It's a stock/crypto broker that has a customer base mainly in the UK and Europe. The stock fall to 28$ which is 2.3B with 1B of cash on hands no debt.. P/E of 11. They ain't got that much growth …
Uber and Costco expanded their U.S. Uber Eats partnership to 47 states, an increase from 17. The deal allows Costco members to get items delivered from nearly 600 stores. As part of the deal, some Costco members will be able …
Does anyone have a dcf model on nyse rddt you're willing to share? I'd love to discuss the assumptions behind them and the stocks future potential. Thank you
Whirlpool ($WHR) is in trouble: sales and profits are shrinking, debt is heavy, the dividend is suspended, and its stock is sinking. Price of the stock dropped -65% in the last 6 months and -90% in the last 5 years …