Shares plunged 30% after the sporting-goods retailer missed second-quarter expectations and slashed its full-year outlook, with Foot Locker responsible for much of the disappointment. Adjusted earnings came in at $3.53 per share, below Wall Street’s $3.76 expectation, while revenue of …
Did tonnes of research into $NOW , found loads of reasons to be bullish Especially after interviewing customers and employees: massive switching costs, AI monetisation going really well etc. The seat based contract thing is a non issue for me …
I ve been wondering lately.... In my physics studies at university one of the most important things was to always use units as it also gave you a sense of whats going on and if things are correct. Now in …
I always try to look at companies that are mission-critical and have potential long-term tailwinds while being (somewhat) overlooked. I have not found many analyses on Wärtsilä, yet it does look appealing for the kind of companies I look at. …
I first wrote up Deckers Brands (NYSE: DECK) on October 30, 2025, when it was \~$84/share. The stock ran to \~$120/share by late February 2026, then gave most of that gain back and now trades at \~$91/share. ([see the original …
I’m interested in companies where the valuation still makes sense despite the broader uncertainty. Is there anything you think the market is mispricing because of these macro concerns? What’s the biggest risk to the thesis today?
One thing I have been thinking about from a value investing perspective is what AI does to the durability of software moats. Historically, part of the advantage of a strong software company was that reproducing the product required significant engineering …
A lot of retail investors view 24/7 trading as a victory because they think it promises more access, flexibility, and opportunity. I’m not convinced that any of those things necessarily create an advantage. More importantly the expanded window may actually …
Before you have an anaphylactic shock due to mentioning Palantir's name in the r/ValueInvesting, it will be used only to highlight the headwinds the software industry is facing. Many enterprise software companies are highlighted the r/ValueInvesting as value plays, hence …
Are we teetering on the brink of another tech bubble? This video delves into the current state of the tech and AI sectors in 2026, exploring why valuations are raising eyebrows once more and highlighting the warning signs investors should …