I have been looking at the stock market and I am caught between two competing narratives. The first narrative is that we are in a new era. AI will create unlimited abundance where the old rules of value creation are …
On Sept 1 Bloomberg published a report that S&P Global (SPGI) is considering spinning out Capital IQ (CapIQ) which is currently in the "Market Intelligence" business segment. This comes on the heels of the July 2026 Mobility Global (previously "Mobility" …
Hi all, some of you might recognize me from previous posts here. I'm the GM of the stock business at Obermatt. We run a rules-based ranking system that scores stocks 1 to 100 against their industry peers across Value, Growth, …
I read DART filings every day. This one made me stop. CJ ENM is the company behind Parasite and a lot of Korean television. It shows up on screens at 998 times earnings. My first assumption was a data error. …
Curious about this stock **February 2026:** US government awarded a **US$41m sole-source development contract** through the Defense Health Agency Contracting Activity, 36-month period of performance. It funds Phase 3 *and* the regulatory work required for an Emergency Use Authorization for …
We started posting in this sub in August 2025. A year on, we went back through everything we published and looked at how those stocks have actually done. The table below includes every individual stock deep-dive we published in this …
Hey everyone, I'm trying to refine my portfolio management routine and address a bottleneck that hits every earnings season. As my portfolio grew past 15 holdings across different US sectors, peak reporting weeks have become tough to manage rigorously. I'd …
One thing I’ve noticed as a long-term investor is that access to information usually isn’t the problem anymore. The harder part is recognizing which changes inside a business are actually meaningful before they become obvious in the headline numbers. A …
I just found out their total assets on their balance sheet are worth 660 billion but in the market they are worth 40 billion lmao With their 14 billion debt they seem massively undervalued i actually cannot understand how that …
On my first trade I doubled my starting position. I was wondering what is the standard tactic? Should I sell half or sell my whole position? Please advise me on trimming/selling. My first position was 5k to 10k. So please …