Disclosure: I am the developer/operator of DDUBUCK Financial Data. The service is free and does not require an account. I am sharing the framework itself here and intentionally leaving out a link. When I look at a company, I try …
Recently lots of post about reddit and every post talk about numbers. I agree numbers are there but recently I'm thinking about the moat behind the reddit and does it have potential to be another Meta. I feel the moat …
What a 1980s Client and 3 Shares of Berkshire Hathaway Taught This Merrill Veteran About Value https://www.barrons.com/advisor/articles/berkshire-hathaway-investing-buffett-lessons-0d4dde7a By James Patrick Rooney Aug 27, 2026 4:33 pm EDT “Bull markets are born on pessimism, grow on skepticism, mature on optimism, and …
AAON manufacture and sell HVAC across USA. One of the biggest in HVAC industry. Stock price is pretty much oversold. EPS constantly growing yoy. Forecast for next year is also up. Forward PE is 21 Current ratio is 3.01 (superbly …
I understand this isn't a traditional value investing type of opportunity but it is "value" investing in the sense of a company that can deliver the price you pay in its terminal value (and probably a fair bit of cash …
I've been looking at Universal Music Group (UMG.AS). The stock is already down \~40% over the last year but I think the market may still be underestimating the structural deterioration. * **Power is shifting from labels to DSPs:** Labels used …
Just out of curiosity. Did you ever attended one? How was it? Did you ever meet Charlie and Warren? What was the best thing that you learned there?
Hey everyone, I made a previous post about how to research on value investing and someone recommended to look over MWC. Been digging through it, it’s a Japanese software development and IT solutions provider specializing in the automotive/mobility sector (Software-Defined …
These companies have razor thin margins. Is it best to just buy when they crash down because they cut membership or whatever and sell when they are up high? These companies can't go bust since they are backed by the …
Found out in Canada the mobile app had an issue where if you clicked a promotion code, your entire order regardless of cost is $0. This lasted a couple hours and it affected all stores. Not sure if American stores …