A few of the tech company in my scoop have good earning but huge SBC is what is holding them back. Would a mass layoff be a huge catalyst? New investor, don't know too much, please enlightened me …
I realized that most of my investment work happens before buying a stock. Once I buy it, I mostly monitor price movements and earnings. But price is not the thesis. For example: For Vertiv (VRT), the thesis might depend on …
Obviously, I have not done a deep dive into what he did; all I know about it is just from the movie and some news articles. However, didn't everyone call him crazy? And didn't he suffer some massive losses by …
The honest answer might be "accept that you can't have both" but I'm not fully convinced. Index funds give you market returns with minimal effort. Getting above-market returns has always required either: (a) a lot of effort yourself, (b) paying …
A few months ago I came across a Bloomberg article, [AI isn't ready Trading](https://www.bloomberg.com/news/articles/2026-05-06/ai-bots-auditioning-for-wall-street-trading-are-mostly-losing?cmpid=eveus&utm_campaign=eveus&utm_medium=email&utm_source=newsletter&utm_term=260506&utm_content=4208&sref=iFWW0xUZ), highlighting how new frontier models were highly unreliable, trading too often, producing inconsistent results, and losing money more often than not. Everyone knows the saying, garbage …
Curious why I don’t see many posts about WDAY here? I know software is unloved currently but appears like a worthy business to consider looking at its fundamentals if you are a value investor. Genuinely interested to hear people’s analysis …
Hi guys , I’m buying the dip on CoStar. Here is why: They own the "Bloomberg" of Commercial Real Estate. It’s essential infrastructure, not just a service so their Moat is real !The market hates the spend they did with …
A cannibal is a company retiring its own shares aggressively - but not the fake kind where buybacks just offset employee SBC dilution. NET buybacks. The kind where the share count actually shrinks. The math is interesting: if true FCF …
RELX plc, formerly Reed Elsevier ticker on LSE: REL essentially the leading player in the Analytics Industry, RELX owns established, trusted, and patented data collections and databases, ranging from insurance claims, over medical research, to legal precedent cases and case …
NovaRed Mining is starting to build a pretty unusual setup for a small Canadian explorer. Wilmac gives them the BC copper-gold side: 39k acres in the Quesnel belt, about 6 mil west of Hudbay’s Copper Mountain Mine. MetalCore gives them …