The stock is down 20% today due to VantageScore 4.0, the Mortgage Credit Score, Now FHFA Approved for All Lenders Originating Fannie Mae and Freddie Mac Mortgage Loans. VantageScore 4.0 Responsibly Expands the Mortgage Market by Identifying More Qualified Borrowers …
I read Korean regulatory filings (DART) every day for a project, and this week I ran the numbers on the 500 largest companies on KOSPI and KOSDAQ, using their latest filed balance sheets and the September 4 close. I knew …
I spent part of this week and last week researching the best candidate for my next analysis after finalizing OCL.AX. To speed up the process, which historically ate up hours that could have been better spent actually analyzing businesses, I …
# The thesis **Omni Bridgeway (**[**ASX: OBL**](https://www.livewiremarkets.com/stock_codes/asx-obl)**)** is, in my view, the most compelling listed way to gain exposure to legal finance – a high-returning, largely uncorrelated legal-assets class – through a capital-light funds-management platform rather than a leveraged balance-sheet …
Bumble (BMBL) is incredibly cheap. I'm getting $297M in net debt plus a $444M market cap = $741M enterprise value. Last year's EBITDA was $313M, for an egregiously low EV/EBITDA of below 3.0. The bottom line is stable over the …
Specifically looking at STZ. $22 billion market cap. Near 52 week lows. They are the 3rd largest beer maker in the US, behind Inbev (BUD) and Molson/Coors (TAP). They do own limited wine and spirits brands as well (notably Robert …
Buffett transition from Graham's "cigar butt" buy-and-sell strategy to Munger's great-companies-at-fair-price moat strategy. But the reason he did this was due to SCALE. As a small investor with a tax-free account, I wonder if the Graham strategy makes more sense? …
Adobe has finally concluded the CEO search. Anil Chakravarthy, president of Adobe’s Customer Experience Orchestration business and worldwide field operations, will become Adobe’s next president and CEO and join the Board of Directors on December 1, 2026. Shantanu Narayen will …
Does anyone else build spreadsheets for their portfolio where they count their companies' output and future output, not the current market price of their portfolio? It feels a lot more reassuring when you know you own XX barrels of oil …
***( tldr:*** *While Google is getting alot of news, this company has a 4T market cap and is seeing its sales accelerate. Now it is Changing how it reports cloud/ai to investors.)* **This subtle Microsoft change could be a big …