Some of the companies will face minimal disruption from AI, some a decent amount, and some will essentially be gone from AI. Regardless of which cohort, when do you think the market will start to rerate the software companies? And …
Anyone looking into this? Stock like EPA:MC (LVMH) or maybe EPA: RMS (Hermes) are down like 26% 5Y Since the recent news of US-Iran peace deal, maybe it’s good time for them to rebound? It’s also a plus that i …
Trump: Bought $1-5m of NOW on 10 Feb 2026 CEO McDermott: Bought 28682 shares, $3m worth of NOW on 27 Feb 2026 Performance of the stock is bad right now but the company is generating yoy revenue growth. 85% of …
I want to do some comparative analysis across three tickers in comparing multiples, gross earnings and cash flows along with margins across time. I felt that Nike was undeservedly given a premium despite having worse operational margins than other smaller …
CME * Mcap $90B * P/E at current price ~20x CBOE * Mcap ~$26B * P/E at current price ~19.0x I'm just gonna skip the financial details because they really don't matter here. Both are highly successful companies that grow …
This Undervalued Medical-Devices Stock Is Poised for a Rebound — Barron’s By Dan Victor Updated June 18, 2026 7:01 am EDT / Original June 17, 2026 7:00 pm EDT https://www.barrons.com/articles/medtronic-stock-poised-to-rebound-627c5d01 Medtronic is deeply undervalued and a good bet for your …
These are all fantastic businesses, but I can’t quite get past the fact that so much of their recent profitability and margin expansion is being driven by the massive scaling of their loan books. They are operating in developing markets …
With the recent market pullback, I like Xylem as a pure-play water tech giant with very good macro tailwinds. Had it on my radar for a while but was always too expensive, now after the pullback and not really doing …
And it never did. But its share price dropped by more than 50% and it took more than a decade for the price to recover. PE ratios of MSFT and most other tech stocks dropped to around 10-15 at the …
I'm not directly invested in any SaaS stocks. I'm mostly in financials (insurance) and some staples. Google is my only tech stock. Given you SaaS guys and gals have overtaken this sub, I'm curious when you expect companies like MSFT, …