Let's say you're holding a stock because you entered it for X and Y reasons. You see it slide for months and you revisit your initial thesis for entering the trade. X and Y no longer hold true, or perhaps …
I just finished listening to the latest episode of the *Equitile Conversations* podcast ("Return of the Halo Trade" with Gerald Ashley and George Cooper), and they made some fascinating points about the current macro environment, specifically regarding the bond market …
Fellas, give me your top 10 stocks to buy in September. I’d choose Reddit
Spotify showed some trading momentum in the L1M, but is still down \~ -25% over the L1Y despite estimates moving up. I think the market has lumped it into the “media company getting disrupted by AI” bucket resulting in multiple …
I recently read this: **Vision Life Sciences article on Chinese AI drug discovery** and was surprised by some of the numbers. It led me down a rabbit hole on Chinese biotech, and I ended up taking a position in the …
so was going to just lumpsum it into an existing equity fund but now am second guessing whether spreading it out over 4-5 months would be safer. Feels like a small version of the SIP vs lumpsum debate. What actually …
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other …
Here's the irony: Toast is one of the most expensive stocks on the market. But the customers that use it restaurants are often the, undervalued ones,Boring restaurants, with bad margins that need optimizing. Toast is Customer First / Outcome First …
*(TLDR: comparison between the 1901 frenzy and the present day prediction market)* What a 125-Year-Old Bull Market Says About Today’s Trading Craze Trading apps have replaced bucket shops, but Wall Street abounds with eerie parallels to 1901 By Jason Zweig …
Fellas, I’ve been looking at Cigna after the recent decline and the valuation seems interesting. At \~$279/share: 2026 adjusted EPS guidance: ≥$30.45 Forward P/E: \~9.2x Q2 revenue: $71.7B, +7% YoY Q2 adjusted operating income: $2.05B, +6% YoY 2025 operating cash …