**Premise** Bath & Body Works Inc (BBWI) is trading at severe lows both on a trailing and forward P/E basis. The company is trading as if it’s going out of business, but the actual story over the last few years …
Everyone lately is hunting random penny-stock garbage lately, but NEL ASA actually looks like one of the more interesting beaten-down clean-energy plays to me. This is not some sub-cent shell company with no business. Nel is a real …
I have been buying MSFT every single dip below $400, but as everyone knows, there have been too many dips. I have ended up with MSFT being almost 50% of my portfolio. (The rest is mostly Google, AMZN, and META) …
All are talking about SaaS lately which I am dipping every week more and more. My thesis 1. AI agent won't kill SaaS but strengthen them 2. Some SaaS firms like MSFT will need more time to recover. …
**TLDR:** VG is not a clean value stock. It has severe legal risk, a mountain of leverage, and execution question marks. However, the market appears to be pricing it entirely as a toxic lawsuit story while heavily discounting a massive …
Hyperscalers? Softwares? Semiconductors? Computer Hardware? Cybersecurity? Robotics? Utilities? Other sector? Do you think sectors or companies that are cheap now will still be hit when the bubble burst?
We just had a flawless deployment for BlueBirds 8, 9, and 10, which literally validates the tech and the scale they’re building toward. Instead of moving up, we’re watching a classic "sell the news" event, with the price continuing to …
On April 10th, i called every one to buy saas, especially ciber security stocks, and I said it was probably near the bottom if not the absolute bottom. I bought panw crwd rubrik and msft. I also added many others. …
(***Note:*** *I previously did a valuation of RDDT a year ago, and based on my required rate of return of 15%, put a buy price of RDDT at $150 and below. This post is an attempt to do the valuation …
Anyone knows what the heck happened with DUOL? It kinda kept rising recently while the other SaaS is seriously screwed up? Maybe their 400 million share buybacks bumped the price up? I’m long DUOL with 3% of my portfolio so …