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Memory stocks - next play?
How are you approaching MU earnings on Wednesday and the following momentum on all the remaining memory stocks, assuming all the stocks move higher? I was holding some OTM LEAPS on MU and DRAM starting from April, but I realized I’d be better off if I simply bought shares back …
KVYO: High growth, profitable, trading at under 3x sales while slower peers trade higher
In my opinion, Klaviyo has been unfairly bucketed with the rest of SaaS which has created a massive and generational buying opportunity. For Klaviyo, the AI disruption is not only wrong, but it actually is the opposite. This company will and already does benefit massively from AI adoption and advancement. …
Do Institutional traders have an edge over retail traders ?
According to Drew Day(I just watched a vid interview if him), institutions / funds have an edge over retail traders. They have better tools / software, faster connections, better strategy , better data etc. Is this true . I thought everybody was essentially on the same level. I can see …
Toast (TOST) Is stupid undervalued based on its current trajectory/moat IMO
Putting some visibility on this, been in this for about a month. Listened to a podcast ([Podcast episode link](https://open.spotify.com/episode/0Kw8wqrb6YmjaNIhEvQXA9?si=a8a52e5f7207463b)) talking about Toast (primarily POS solutions provider for restaurants), and its absolutely stupid how flawed the SaaSpocalypse-related "analysis" is compared to it's current situation. TOST/Toast is: \- Currently growing revenue 20% …
Do ROIC-WACC spread, EBIT margin, ROCE, EV/E, FCF yield, PE ratio mean anything to you?
If ROIC-WACC spread, EBIT margin, ROCE, EV/E, FCF yield, PE ratio are where you begin your research read on. value crowd on here knows that thousands of stocks are traded, accompanied by mountains of financial statements, news alerts, and analyst opinions and then there are grifters calling themselves value investors …
Is history repeating itself? Cisco 2000 vs 2026
Is history repeating itself? Cisco in 2000 vs. today: Cisco went up about 320% from October 1998 to March 2000 before crashing. So far, Cisco is up about 147% from July 2024 to June 2026, and its P/E ratio is still around 40. By comparison, in 2000, right before the …
Illinois Will Tax Crypto Transfers At 0.2% Starting 2027
Thoughts on GFL Environmental ($GFL) at its current valuation?
With the recent market pullback, I like GFL as a solid waste giant with very good macro tailwinds. **Valuation Multiples & Guidance** **Revenue:** $4.82 Billion USD **2026 Guided Revenue:** 5.31B – $5.33B USD (excluding SECURE) **Forward EV/EBITDA Multiple:** \~11.5x (excluding SECURE) **The Upside:** GFL’s current discount to its peers WM, …
Looking for thoughts and recommandations on hardware wallets with FIDO/U2F
Hi everyone, as the title implies, i am looking for thoughts, recommandations and opinions on using hardware wallets as FIDO/U2F tokens (as well as PGP tokens if possible) from people who used or are using these options. I'm specifically looking for one with these options as i need both FIDO/U2F …
Is the Fed hawkish or dovish?
In this Wednesday's FOMC, it was indicated that the Fed commitee expects rate hikes later this year. However, the market seemed to hone in on some of Chair Fed Warsh's remarks that could implicate a change in policy. Specifically, he implicated a possible soft change in the target inflation rate, …