AO Smith is a water heater and water purification manufacturer local to the US and exports globally. They have seen a drag on sales related to the Chinese market front (< 20% of revenue), and the housing slow down (new …
I truly think Fintech will take over the market cap of most banks/institutions quickly. There’s only select small reasons you need to visit a branch. With the increase in digital transactions, using an atm is slowly dying out. Obvious any …
Hey guys, today I want to talk about a company that I believe represents a strong buy at these levels for anyone looking for a high-quality compounder with an overlooked growth runway The market is currently pricing The Trade Desk …
In the beautiful Pacific Northwest, on the long drive from Portland to the coast, trees stretch in every direction. I made a stop and struck up a conversation with a friendly stranger and made a comment about how beautiful the …
Less high profile than SPCX but an interesting tech roll-up play in consumer tech. Similar to CSU but with consumer apps. Summary: Bending Spoons (BSP) is a Milan-based serial acquirer of established digital businesses (Evernote, AOL, Vimeo, Eventbrite, WeTransfer, Meetup, …
I feel like a DCF is the intrinsic value of a company, when the cash come back to shareholders at a certain point. So either the company is sold to another company or somebody for a premium, or it gives …
I live in different country from where I was born and work online so no social security , i have saved 31k in these 3 years (my income is low) and now i want to plan how to secure myself …
\*\*UPDATE\*\*: Dropped the 50% individual tech stocks for QQQM.... Just yeah... It was a mistake to use dividend yield as a criteria of entry to my portfolio. Whole point of tech companies is: CapEx light, high FCF that allows re-investment …
I swear every time I open reddit I see another post about ADBE on this subreddit. That's all Stop it
Most coverage of critical minerals frames them as a supply story: who has the deposits, who's digging them up, reserves in the ground. I think that framing misprices the whole sector, and the gap between "mining" and "refining" is where …