For a long time, the cloud giants were the ones calling the shots. AWS, Microsoft and Google had the scale to squeeze suppliers and negotiate pretty favorable terms. But when vacancy is around 1.4% and most new data center capacity …
So I've been doing tons of deep dives regarding my database and I wanted to share this. This year’s biggest movers like [$SNDK](https://x.com/search?q=%24SNDK&src=cashtag_click), [$RGTI](https://x.com/search?q=%24RGTI&src=cashtag_click), [$NBIS](https://x.com/search?q=%24NBIS&src=cashtag_click) had some of the strongest YoY revenue growth. But growth alone isn’t enough: smaller companies …
Reddit's growth in Q2-2026 was up 61% vs. Q2-2025 (operating income up 242%), and that's amazing, but I do think its revenue growth will decelerate. Almost all revenue comes from advertising, so future growth has to come from an increase …
I noticed they have a lot of useful stock information for a thousand different fields of fundamental data. But wondering about the fidelity of this data. And also what people think of their assessments that certain stocks are "Overvalued" or …
Just finished the book and wanted to open a discussion for others who have read Fishers books. Specifically where you guys try to source the companies you look for and how you go about making sure that the management is …
* Market cap: 8.6B * Cash: 8.4B * Debt: 4.3B * Ebay Holding: 4.9B * Bitcoin holding: 0.5B Book value at about 10B > Market Cap of 8.6B I understand retail business is slowing, but it is still profitable, and …
Given the momentous bull run we've had over the last few years, investing now may not be a smart move because we're due for a correction, especially since it's September. Does anyone see a correction coming this month, or do …
[](https://www.reddit.com/r/Bogleheads/) >[**r/Bogleheads**](https://www.reddit.com/r/Bogleheads/)MOD3:04 PM >Your comment from Bogleheads was removed because of: 'QQQ' >Hi [/u/Nyet2L8](https://www.reddit.com/u/Nyet2L8), Content promoting investment strategies that are antithetical to Boglehead investing is not appropriate. >Selecting your equity investments based on the listing stock exchange, as QQQ/QQQM do …
**Lululemon Athletica Inc. ($LULU)** has increasingly become a prime **takeover target for private equity (PE)** and strategic buyers. This interest is driven by a stark drop in its stock price combined with an exceptionally strong balance sheet. \[[1](https://www.google.com/goto?url=CAESzQEB6zswFd7zzCNKSeZfALYbjfbIA6gCLUBwrb6F-0hVJRNtOLOkGT4OvI_2nVoU-0tHod5vKNEulWPfb93NTpUTJFf_G9qtUeWxGEPWB_dnuq6qEvPjVphpEosXaQDsfV7guaEFz9wsupRFrBdOhzxtvj2Zds79VS4ihOtJgP1aJL8vOmTDHky9_25Zb9rPqGLhft7Z2dDHm8XhRpWr4oM1BeJWz9nH-MNGW_l31LSbI1743hnLpYd7j5f_juOaKWdUDmtG-inD0CeVQ1Ap), [2](https://www.google.com/goto?url=CAESzQEB6zswFd7zzCNKSeZfALYbjfbIA6gCLUBwrb6F-0hVJRNtOLOkGT4OvI_2nVoU-0tHod5vKNEulWPfb93NTpUTJFf_G9qtUeWxGEPWB_dnuq6qEvPjVphpEosXaQDsfV7guaEFz9wsupRFrBdOhzxtvj2Zds79VS4ihOtJgP1aJL8vOmTDHky9_25Zb9rPqGLhft7Z2dDHm8XhRpWr4oM1BeJWz9nH-MNGW_l31LSbI1743hnLpYd7j5f_juOaKWdUDmtG-inD0CeVQ1Ap)\] Following …
A company's intrinsic value grows like clockwork. It is slow, steady, and unsexy. Quarter after quarter, they stack cash and compound earnings, yet the stock price just sits there, many people give up here. Then, suddenly, the market wakes up. …