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I ranked 25 companies by 30-year durability and current valuation. Intuit and RELX stand out most to me.
I normally keep my valuation work and 30-year rankings separate. One asks what looks mispriced over the next 3–5 years. The other asks which businesses I would actually be comfortable underwriting over something like 30 years. The reason Intuit and RELX stand out is that they are the only two …
Still accumulating TXTM - Up 50% & thesis intacked
**My last post was 3 months ago on this forum of DD on TXTM.** S*ince then, the thesis has remained in tack (Fundamentals are even BETTER) than before.* If you are on blossom you can confirm my position is real, Never sold, Only accumulated, Some lots are up over 100% …
The Case for Deckers Outdoor (NYSE: DECK)
***We are long $DECK.*** Deckers Outdoor, the company behind HOKA running shoes, UGG boots and Teva sandals, is in our view, one of the best businesses in global footwear, and the market is pricing it like one of the worst. The stock is hovering around $80 as of October 8, …
Thoughts on Visa?
Nobody can deny that V has a great business - through it's VisaNet electronic payments network, it processes over 65,000 transactions per second across 200+ countries, but it has zero credit default risk because it gets paid for each transaction but does not manage the debt. I've held positions in …
Anyone else find the hardest skill is just sitting on your hands?
Been trading a few yrs. Used to chase setups nonstop and overtrade. lately the best weeks are the ones where I only take 1-2 trades, quiet days used to feel like failure but now they feel like progress. IMO biggest shift wasn't a new indicator, it was accepting that doing …
APLD: The BRUTAL TRUTH Behind the Recent Sell-Off
Samsung taps Solana and Sui to launch zero-fee USDC global remittances on 82 million phones
American Express is now tied to an alleged $13 billion of trade-based money laundering, set against a $350 million fine.
US regulators alleged American Express processed $13 billion in illicit trade-based transactions, dwarfing a recent $350 million fine and raising new questions about future operating costs and growth. While the initial fine gave no details on the conduct, the latest allegation specifies that this substantial sum passed through Amex's systems …
Daily Crypto Discussion - October 10, 2026
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