is buying Soxx or smh on this dip a risky longterm investment or would you say it’s safe too allocate 10 percent of my wealth as a higher growth play is there any other ETFS you would favour for a …
It all start with "oh low P/E, it is value" However, the more I learn, the deeper the rabbit hole go. I could spend day crunching number, reading all the thing about the company. To a point that, I question …
How are you positioning yourself and what is generally considered best practice during a market, where currencies are devaluated, inflation rising and debt rising. * Which asset classes are you going for? * Bonds * Stocks * Real estate * …
I've been digging into Leidos (LDOS), a $16B defense and government IT contractor. I think the market is overly focused on near-term headwinds and mispricing a highly durable business. Wanted to share my work. ## What they do Leidos provides …
The market is asking a lot from Micron Technology. At $924.03, today's price only works in my model if cash flow grows about 20.2% a year for the next 10 years. Recently, reported FCF fell about 18.8% a year (FY2022-FY2025). …
Temu's whole business model was built on a tariff loophole that just closed, and now the EU's closing its version too. PDD's the Chinese parent behind Pinduoduo (domestic e-commerce) and Temu, the ultra-low-price app that expanded hard into the US, …
NETSCOUT (NTCT) provides network performance monitoring and cybersecurity solutions to large enterprises, telecom operators, and government agencies. Unlike products that mainly analyze server-generated logs, NETSCOUT can directly observe the data actually moving across a network, helping customers identify network slowdowns, …
Been building my own valuation stack on the side for about a year, all free data (SEC filings, mostly). Not selling anything, everything on the site is open and you can pull the whole [evaluations CSV](https://kabrios.com/data/evaluations.csv) without signing up. Looking …
I have been working at Google for many years now so I have a lot of RSU/stocks at Google (never touched it). That makes up \~70% of my investments. Rest is in index fund strategy and alternative investments. Question I …