Hey everyone, wanted to get your thoughts on a high-risk, high-reward alternative investment: acquiring a permanent venture partner. The upfront CapEx (time, dinners, matching algorithms) is brutal, but if you end up deeply ITM (In-The-Marriage), the synergies are undeniable: …
Texas Pacific Land (TPL) has an insider pattern I don’t see highlighted often: one director and one 10%+ owner have logged around 60 open-market purchases over the last 90 days. That’s a sustained, cross-role accumulation rather than a one-off CEO …
Alright people, we do with SaaS related questions. Would you buy $NOW now? Is $MSFT cheap? What is the future of $META from here? Want to do true value investing, let us roll up our sleeves and get to work.. …
Intuit investors have been panicking over TurboTax getting killed by agentic AI. Goldman Sachs downgraded Intuit stock to a "sell" (as usual, after it became clear that the stock was at a multi-year low and heading lower) for this reason. …
I mean, ok it was a good strategy before the retail investor boom, but could it be, that since now news, hype and trends rule the market, we can say, its not a viable strategy anymore?
Here's my basic overview of Ferrari (RACE): * High quality brand name with the ability to easily adjust pricing * Possesses key assets of Formula 1, museums, and exclusive production in Maranello, Italy. * Limited production of vehicles to maintain …
I genuinely tried to imagine a future let's say 2050, I genuinely couldn't think of anything that wouldn't have AI into it, like we just started now and AI is so good that governments are banning it, how good will …
Hi guys I‘m looking to discuss high-quality compounders that are currently trading at valuation multiples below their historical averages( so not necessairly deep Value right now) I’m strictly interested in companies with durable moats, high ROIC, and proven track records. …
Stocks With 50 Years of Dividend Hikes - Barron’s By Andrew Bary https://www.barrons.com/articles/50-years-of-dividend-hikes-stocks-58af205d Updated June 18, 2026 5:45 pm EDT / Original June 18, 2026 1:15 am EDT Key Points \* Dividend Kings are an elite group of over 50 …
Am I the only one who thinks the market is pricing these two completely differently for no good reason? Micron (MU): \~53.5 P/E Sandisk (SNDK): \~76 P/E Both are exposed to the same long-term secular trend: exploding demand for memory …