A lot is happening in Reddit’s world recently. A lot of noise and speculation about its dependence on Google, etc. There have been a lot of Bull and Bear arguments floating around. The stock price has been a roller coaster …
Hey everyone, I’ve been trying to get better at analyzing stocks and reading company financials. Balance sheets make sense (what you own vs. what you owe), and Income Statements make sense (revenue minus expenses = profit). But the Cash Flow …
In early February 2026 lots of SaaS stocks were crashed due to AI fears. Many of them were still growing double digits, while their stocks remains in cheap value territory. As Graham stated: The stock market will "weigh" and reevaluate …
Haven't seen an earnings post so thought i would make one. Salesforce up nearly 20% since Q2 release yesterday The Highlights Revenue: $11.35B (+11% YoY), slightly beating the $11.32B consensus estimate. GAAP EPS: Reported $4.29 GAAP EPS vs. $1.80 consensus …
I recently posted my DCF on this forum and received very helpful feedback. I appreciate you taking the time to review, and have made the improvements and adjustments suggested. I have also made an equity research note, based on the …
It's [microtrends.org](http://microtrends.org). New quarters are updated 10 minutes after market close versus Macrotrends which takes 4-5 days. Can see things like [BYD's financials back to 2011](https://microtrends.org/byd/revenue) or [Tencent back to 2004](https://microtrends.org/tencent/revenue) whilst Macrotrends stops in 2012 and has very shaky …
There have been a few headlines recently of several hedge funds getting burned by the AI trade (Situational Awareness comes to mind). I was curious of the extent of the industry's exposure, and the industry as a whole still has …
A couple of weeks ago, I posted the first video in an educational series built around a three step investing plan: [buy good companies, don't overpay, then do nothing](https://www.reddit.com/r/ValueInvesting/s/hdcJJToliA). But how do you determine what a good company is? One …
This one came up in my stock screener and looks like a potential quality compounder with plenty of headroom for growth serving a highly regulated industry (they sell parts for the US Navy). 1bn usd market cap. 261m revenue, growing …
TJX was clobbered after the recent quarterly results but to me their moat in this environment is untouched. I go to their stores in Canada all the time and they are full. Their business model is exactly what works in …