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My DCF valuation for Alphabet.
Here is my DCF valuation for Alphabet: [https://docs.google.com/spreadsheets/d/1z\_ZsFT5\_m7KVIllkJLMNr3YDa9DrNbRDIG0b7BXaDEM/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1z_ZsFT5_m7KVIllkJLMNr3YDa9DrNbRDIG0b7BXaDEM/edit?usp=sharing) I assume around 20% CAGR for the next 10 years and they keep their margins up at around 35% as well. To get around AI capex, I also assume some reasonable sales/capital ratio here. I'd love you guys to have a look …
NBIS and RKLB getting listed on June 22
NBIS and RKLB getting listed on June 22 I'm wondering what's the general pattern when stocks are getting listed, if we hold NBIS and RKLB, will it tend to go up when getting listed? or is it a bit random? Thinking about adding a bit to my positions.
r/Stocks Daily Discussion & Fundamentals Friday Jun 19, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * …
About SaaSpocalypse and my thought
All are talking about SaaS lately which I am dipping every week more and more. ​ My thesis ​ 1. AI agent won't kill SaaS but strengthen them 2. Some SaaS firms like MSFT will need more time to recover. ​ My reasoning ​ 1. Look at Google play. You …
Intel Stock Price Miracle
Intel stock price increased from $25 to $135 in last 12 months during same period there was no increase in revenue and Intel lost over $20 billion in last 3 years, a loss in every year and revenue was flat at $50 billion during same period with a slight $2 …
Unbedingt ansehen!
i made a whole desktop app for pos system like for every shop
I spent the last year building a desktop POS and inventory management system for local retail shops. It handles sales, expenses, inventory tracking, reporting, and can even work offline when there's no internet connection. A few businesses in my area have started using it, and it's been interesting to see …
BNB Chain opens applications for EASY Residency Season 4 with $500K funding and a Bhutan base camp
TL;DR: YZi Labs has kicked off Easy Residency Season 4 with dedicated support for builders on BNB Chain, expanding its builder residency program with more funding, mentorship, technical support, and access to the wider ecosystem. The idea: instead of just handing out grants, YZi Labs and BNB Chain is helping …
Daily General Discussion and Advice Thread - June 19, 2026
Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! Please consider consulting our FAQ first - [https://www.reddit.com/r/investing/wiki/faq](https://www.reddit.com/r/investing/wiki/faq) And our [side bar](https://www.reddit.com/r/investing/about/sidebar) also has useful resources. If …
Venture Global ($VG): messy LNG stock, but I think the market may be too focused on the lawsuit
TLDR: VG is not a clean value stock. It has real debt, real legal risk, and real execution risk. But I think the market may be treating it mostly like a lawsuit story and not giving much credit to the LNG capacity being built. If Plaquemines ramps, BP damages are …