Gentlemen, allow me to share some personal habits and question i have about my process of investing, and feel free to opine as harshly as you desire. Well thought out replies are highly appreciated. a) For terminal growth, i use …
I feel I am usually pretty good at finding value stocks but struggle with when to sell. Anyone have opinions on this? Just hold long term or sell once a stock is up 20%-40% just sell? COV (Covalon Technologies Ltd) …
Any book recommendations for researching the real estate development industry? I’m interested in LEN and DHI and would like to learn more about the developer industry. Learning from Munger, I’m trying to expand my lattice of mental models. I read …
Been seeing Rollins trade lower and lower. There was news that the FTC ruled against their standing non-compete agreement, which blocked 18,000 employees from being poched by other pest control companies. I'm wondering if this news is overblown, or if …
I've been looking into Descartes for the past few weeks and from a value standpoint I am intrigued. They run a software program which connects shippers, carriers, freight brokers, and other customs authorities. The main reason I love the company …
I've been looking into Descartes for the past few weeks and from a value standpoint I am intrigued. They run a software program which connects shippers, carriers, freight brokers, and other customs authorities. The main reason I love the company …
Capstone Energy (CEPL) is a small, newly recapitalized power-equipment (turbines) company that has finally reached operating profitability (9 consecutive quarters of EBITDA growth and the last few have shown a small positive NI \~$2.8), with a potential data-center catalyst that …
I dont need my analyst to tell me when a 10x PE stock is cheap, I need an analyst to tell me when a 40x PE stock is cheap. - Steve Mandel, founder of Lone Pine Capital
**Babcock & Wilcox (BW): The balance sheet stopped being the risk** I’ve been digging into Babcock & Wilcox, and I think the market may still be pricing the company like the old B&W. 18 months ago, the company had a …
# We Analyzed 360+ Stocks with Gemini AI to Find Out When screening for growth stocks, investors are inundated with options: revenue per share, EBITDA, free cash flow, book value, and normalized earnings. But if your goal is beating the …