💡 **Note**: This article was created with the assistance of AI. On Friday, the Federal Reserve Chairman delivered his most hawkish speech since taking office at the Jackson Hole Economic Symposium. Markets reacted sharply, with the probability of a September …
Many decades ago, technology was limited, and information asymmetry could be more effectively arbitraged to achieve outperformance. Let’s imagine a relatively unknown company whose market capitalization was trading below book value. Their financial data was shoved towards the back of …
Sp500 funds are generally much lower in fees but what do you guys think of FCNTX (contrafund)? Worried about Will Danoff retiring after 35 years. You think it will still be worth the premium over voo?
A Finnish company that sells clothes, home decor items and, bags and accessories. These are my 2 cents on Marimekko. STRENGTHS: 1. Growth and profit ratios are very good, an average 30% both ROE and ROCE in the last 10 …
Hello everyone, I'm learning about value investing and there is a conceptual thing I think I am struggling with that I hope someone can try to explain to me. We try to figure out free money a business will generate …
I’ve relied on free services such as Yahoo Finance, ChatGPT, along with my brokerage tools (Fidelity, Thinkor Swim) historically. Are there any subscription-based tools that you think are worth it for analyzing large numbers of stocks, perhaps ones that allow …
Attached is a DCF template that i used to value the hyperscalers.I am just sharing it here in case anyone wants to experiment with it. [https://docs.google.com/spreadsheets/d/1oexuOkRTpnQCPWyQDTiE-Z2OEihBfci6FLysPJIysR4/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1oexuOkRTpnQCPWyQDTiE-Z2OEihBfci6FLysPJIysR4/edit?usp=sharing) Please read the notes in the Google Sheet tab. I have listed down the …
It has been an interesting journey analysing OCL, with plenty of ups and downs along the way before reaching an investment decision. My view is that the company has developed a credible strategy to address a significant challenge that is …
A reminder why dollar cost averaging and value investing long-term is worth the effort. Better sleep at night for basically the same returns... have a read
I have a 'durable AI' watchlist and one of the stocks I was having a look at, was Sterling Infrastructure. They are almost down 50% of their all time highs and because Sterling has such a great backlog and so …