Not a view on the price. Just one accounting point that changes how you read every SpaceX number. SpaceX launched 78 times in the first half of 2026. Only 17 were for paying customers. The other 61 carried its own …
In my last post, I discussed why I decided to go down the Copart rabbit hole. As many of you know, it is easy to tumble down the wrong one, so I always scrutinize a company prior to starting an …
I have been noticing deeper into Broadcom ($AVGO), and I think the most interesting part of the story is being missed. Broadcom does not need to beat Nvidia in GPUs. Its bigger opportunity may come from what happens after hyperscalers …
A few weeks ago I posted my TOYO thesis here and asked what I was missing: [Original post](https://www.reddit.com/r/ValueInvesting/comments/1vwdn9h/toyo_what_am_i_missing/) Full disclosure: since writing the original post, I’ve started accumulating a fairly large position in TOYO. So I’m no longer looking at …
What is your best compunders to buy now (fair valuation) hold at leat 5-10years. I am thinking about amzn, v, pg, hsy, nflx ...
Anyone else looking at Copart after earnings? Revenue was up a bit to around $1.15bn but profits were weaker. Net income was down 17% and EPS came in at $0.35 vs $0.41 last year. They also announced the $1.9bn ACV …
The key takeaway: HITI has become a far more compelling "compounder" than any of its peers in the sector. The Q2 2026 figures are remarkable: quarterly revenue of C$179.3M, up 26% year-over-year; Adjusted EBITDA of C$13.9M, up 73% year-over-year; adjusted …
Oatly is the world's largest oat drink company, and most people know it as the poster child for bad IPOs. It listed in 2021 at a $10B valuation and has since fallen more than 96% to a market cap of …
Mine: KSPI: Low PE moat stock. Dominant biz in KZ favored by high oil price tailwinds. Huge divy \~8% at current price. IR are starting to drop there so should get more attention. Optionality on Turkey venture working RDDT: Even …