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 …
I was just wondering what everyone’s thoughts were on the sudden pivot to Adobe pushing a freemium model? Annual Recurring Revenue Growth is arguably the single most important metric for the stock from the perspective of Wallstreet and the stock …
The stock market has taken [ACN to the wood shed](https://userupload.gurufocus.com/2067772463433031680.png). Down 18% today! Down 70% from its high and -58% in a year. Forward PE of 9 basically saying that the company will never grow from here. Yet it delivered …
I'm writing this post so I can encourage discussion so that everyone can help me and others understand economic moats better. Literal Definition: An "economic moat" is a company's ability to maintain a sustainable competitive advantage that protects its market …
I think a lot of people don’t understand the most important thing. AI is being used for free because it’s being subsidised by large investments and future payments. As a result, you can use Claude, Gemini, ChatGPT for free. Soon …
And when I say "Deep Value" I don't mean companies like META or MSFT... While those companies are cheaper than the broader market, I wouldn't say they are "deep" value. I'm referring to companies that the market absolutely despises and …
So in an effort to discuss something different. What's everyone reading, finance wise, right now? Currently I'm working my way through Quantitative Trading by Chan. Also slowing reading Dividends Still Don't Lie. Next in the queue are Investment Valuation (which …
The current price of any stock already implies the growth rate the business has to deliver to be worth it. You can extract that number with a spreadsheet in about five minutes. Most people never do. This is what a …
I have around 900 shares of Accenture and am currently sitting on a significant unrealized loss. I’m unsure how to proceed from here and would appreciate some perspective. For context, I did not purchase these shares directly as an investment. …
I won't bore y'all with bull/bear convictions on Adobe. The truth is, nobody can tell the future and I don't have a crystal ball. *But what I do have are a very particular set of skills. Skills I have acquired …