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If You Aren't Currently Reading the Latest Market Wizards Book, You are Missing Out
Iran closes Strait of Hormuz again
i am all in in btc. all my life savings
$171k in btc, all my savings in btc. i know i am stupid
BFAM - Betting on Work From Home is coming to an end
Bright Horizons Family Solutions Inc provide child care for corporate worker. The service is bought by corporate and use as employer benefit. Good B2B recurring revenue, sticky corporate contracts, valid MOAT They took a pretty big hit by covid, then the WFH culture future drop the stock price as the …
Visa at 28x earnings: "wonderful company at fair price" or just expensive? Running it through Buffett's framework
Visa is the stock where everyone agrees on the quality and argues about the price. Here's what the numbers actually say. The moat case Network effects are the core: more cardholders → more merchants accept Visa → more people want Visa cards. That loop has compounded for 60 years across …
sharing some cheap call picks from my model this week
been running a screener for call options for a while now and figured I'd drop some picks again for anyone who wants to look through them posted similar stuff a few weeks back, got a decent response, some people found it useful which was nice to see, one ticker in …
Discorddit - Community Chat Channel
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$GCTS - GCT Satelite, breakdown of all their partnerships.
Skylo Technologies (Feb 2026): Partnership for 3GPP-compliant 5G/4G silicon + Skylo NTN network integration. Focus on chip/module certification for seamless cellular-to-satellite IoT devices and ubiquitous coverage. Globalstar (announced \~March 2025): Partnership to develop two-way satellite messaging systems, IoT modules, and devices. Uses GCT’s GDM7243i (IoT), GDM7243SL (4G), and future 5G …