Hi all, Found myself reading a lot of opinion style blogs in my spare time but I'm almost up to date on all of them. Wondering if anyone has any recs? Would appreciate anything with an Australian focus since I …
Hi, I wanted to bring some new stocks upon the table. These won't be long writeups since I will covering 3 companies (part 1), and people don't like long texts. If people do ask for a longer write up for …
Big picture: H&R Block has great financials and aggressively returns its capital to shareholders, but it’s a slow growth legacy business with declining margins. P/E \~6, earnings have been slowly growing slightly ahead of inflation. The tax man is not …
Copart has a pretty good duopoly on the used car market, namely old ones that get into accidents. But they've experienced a pretty extreme drawdown, in what would have been a classic value investor, moat play. Does renaissance capital selling, …
My mental health improved drastically after clean all my positions I’m not Warren Buffet, just a Genz who personally hates MSFT, their Teams, Copilot, Outlook, I have to use their dogshit cooperate bullshit everyday I bought around 360 from march …
Am considering dumping half my equity positions and moving into short term treasuries ( 2 to 5 years duration ). Main reason for this is I’m getting closer to retirement and am in more of a wealth preservation mode as …
**Yes, SpaceX is deeply involved in all five areas.** Over its history and during its massive expansion, the company has grown from a traditional rocket manufacturer into a vertically integrated powerhouse heavily involved in **satellites, military defense, artificial intelligence, and …
Like the world didn't just get that much richer overnight, and I'm not sure how these huge investment firms are selling in order to buy into that ridiculous 2+ trillion IPO I'm no economist and obviously I'm looking at this …
Given the punishing stock performance of large cap software, is it realistic to think the large caps and big spenders to take a breather, in a somewhat coordinated outlook - I mean isn’t that really the only way to boost …
Why have the CEO and CFO both left, and why is it that almost no one at the top is buying company stock with their own money, and they seem to be constantly selling it? It's very puzzling.