I see a lot of potential in CAVA. The valuation is definitely something to consider, but I think the long-term growth story is pretty compelling. I’ve seen some people view the low $60s as a good entry point, while others …
I have been tracking a paper portfolio of 20 most undervalued stocks for different stock markets. I have reviewed by 90 day reportcard - [https://kashvector.com/articles/undervalued-stocks-3-month-report-card/](https://kashvector.com/articles/undervalued-stocks-3-month-report-card/) Live S&P500 undervalued list - [https://kashvector.com/dcf/sp500-undervalued/](https://kashvector.com/dcf/sp500-undervalued/)
I have watched ADBE for a while. The stock is trading at 17× earnings, below its own 5-year average of 43× and below similar technology companies. I believe it is trading at a discount price. Anyone has the same feeling? …
I will start by admitting that I thought it was a buy more than 6 months ago and got burned, however, I think it is a strong buy now. The proof hinges on one big factor, they are buying back …
Fellow stock-pickers, definitely-not-gamblers, future Buffetts and future bankrupts, let me ask you a question: **Are software businesses that provide a digital system the best software businesses to own? Why?** To avail the unenlightened amongst us of their blushes: a system …
ASO dropped 11.5% over the 20 trading days through Aug 26 and underperformed SPY by 16.4 pts. Rough stretch. It closed at $43.60 on Sept 2. That’s about 6.6x the midpoint of adj EPS guidance at $6.40 to $6.80. At …
Help me understand something, Broadcom currently is exactly the same share price as September 2025. At Q3 Broadcom reported 15.95B revenue, and for that it was priced at 360$ a share. Now they reported 29.59B revenue and the share price …
So, the Mark Plier purchase is non-sense but this Starman moving into defense and DC AI leverage is not? I might have to eat crow but any one know much about Starman Optical? And is Starman acquiring GoPro which I …
Guys what do you think? Based on numbers this is super undervalued, plus 20% short ! . I know it has been talked about before, but if you looking for value, it is here.
ACR is a commercial REIT run by a private asset manager called ACRES. The REIT is trading at 0.5x book value so the managers of the REIT are having some trouble raising new capital because selling shares below book is …