Paul Rusnak, a 10% owner of Sonic Automotive (SAH), bought $1.66M of the stock (open market buy) on Oct 5 at an average of $59.76. SAH closed at $60.52 on Oct 7, down 0.8%. It is 46.5% under its 52-week …
Seems like its biggest revenue and profit driver are selling satellites? I mean it would make more sense investing in something like Starlink which can generate recurring and predictable revenue from satellite services rather than a satellite maker. By MDA …
I’m looking to add a value tilt to my portfolio given the heavy weight of tech and AI stocks in the S&P. Looked at SCHD, AVLV, VTV and a few others. What are your favorites and why?
Per FT and CNBC, OpenAI told investors its annualized revenue was approaching $50B at the end of September. The \~$70B figure reported last month reportedly included partners' gross sales, closer to how Anthropic counts. OpenAI also told investors its run …
I have a very hard time having any sort of predictive power for FICO when just taking a look at the data. And don't see the compelling reason to buy at these levels. This company has been essentially a stable …
I have a very hard time having any sort of predictive power for FICO when just taking a look at the data. And don't see the compelling reason to buy at these levels. This company has been essentially a stable …
Open to analysis and opinions. Earnings at the end of the month.
I am not smart enough to have anything to offer to this discussion, but I’m curious if this might be a bad sign for software companies’ theoretical value? I understand AI implications on software comes up as a topic frequently, …
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Been looking into WOLF after the $1.5B Pentagon financing news and the big jump in the stock. I went through their October 7 SEC filing and found a few interesting details about the 30-year loan, the $600M debt refinancing, and …