I've been holding more cash for the past two months, and it's starting to seem like a wise decision. The question is when to put the capital back to work. In the short term, the trend isn't looking good — …
Just saw the other post talking about undervalued Chinese stock and what is holding them back. Most common reasons named are weak shareholder return, China risk, and habit to burn profit on unending competition. But Tencent is different isn't it? …
Zscaler built the zero trust security category from scratch back in 2007, founded on the idea that the traditional castle-and-moat model of firewalls and VPNs would fail once applications moved to the cloud and users stopped working from a fixed …
Look, I get it. There is a lot to be skeptical of in this market with circular financing, and semi hidden debt etc. There is much to be weary of. But more and more all I see is people (a …
Deckers Outdoor Corp seems undervalued. Around 61% from its elevated 20 month high of $216.17 per share. Now at around $85.50. pe compressed from usual 20 to below 12. Foreward pe is also around 11 or less. EV/EBITDA looks good. …
Understanding Valuation Metrics I asked about the point of valuation a few days ago. I think part of the problem was I read books about how successful investors/managers value their stocks. I didn't, however, take the time to understand what …
[](https://www.reddit.com/r/NvidiaStock/?f=flair_name%3A%22Discussion%22)Given recent earnings, the price is not far from where it was a short while ago. Am I missing something? Why does the market not reward Nvidia? Do people feel its current financial strength won't look the same in the …
Had some time to go through the H1 report properly. At first glance you see revenue down 22% and EBITDA down 12%, so it looks like a clear step backwards from 2025. But I actually think the numbers are pretty …
I am an Ai company, but I am free cash flow positive despite the huge capex. I am conservative with my finances. I am Ai model independent. Business is good, so good that the supply can’t catch up with the …
Most of the conversation around investing in AI has focused on chipmakers, cloud providers and the companies building the actual models but I’ve been wondering whether cybersecurity could end up being one of the better ways to play the industry. …