Today’s CPI was mixed but slightly hot: Headline CPI: +0.4% month-on-month, exactly as expected. Headline CPI: +3.4% year-on-year, exactly as expected. Core CPI: +0.3% month-on-month, hotter than the +0.2% forecast. Core CPI: +2.4% year-on-year, in line with expectations and down …
Am I just fucking stupid? What am I missing? You know, I'm not this AI/Chip sector guy, but I decided to dabble with my money a bit, chose Broadcom to invest for a year or so and later decide what …
Trading around **$18.37** (Market Cap: **$3.70B**), Bath & Body Works stock has shed over 70% from its post-spin/pandemic highs. The market is pricing BBWI as a distressed or secularly decaying retail asset, yet operations continue to produce roughly $600M–$650M in …
People love to claim uber vs AV is same as apple vs Nokia, Netflix vs blockbuster. However, these are just very lazy argument without deep thinkings I can list counter examples like EV vs legacy car, perplexity vs Google, Amazon …
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Started buying copart this year. I have yet to dig into the latest earnings report, but I did see they intend to aquire ACV auction. I need to do some more research on the deal, but it is all cash …
The overall earnings for this quarter were good, with record FCF and solid revenue, but the Q4 guidance was a bit light or in line. I would say that most fundamentals didn't change that much: margins are still healthy, FCF …
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So whenever you, some greasy redditor with worn-out New Balances, someone on the very very end of the supply chain, see something "blow up" or become "trendy" it has already been priced in months, probably quarters ago. So please for …
For people who own individual stocks rather than mostly ETFs: At what point does your portfolio become too large to actually follow the companies properly? With 5 companies, reading earnings and major filings seems manageable. With 15–20, keeping up with …