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Does anyone else feel like discussions in the investing subreddits has mostly moved away from intelligent conversation to emotional chatter that is predominantly wrong in terms of outcomes in the market?
I mostly now look at the posts and comments in all investing subreddits as entertainment. In fact, I think it's even more entertaining when reddit is absolutely sure about a stock and it proceeds to do the exact opposite. In fact, it seems to me like reddit is very angry …
Bullish BLSH: CTB Suddenly Up, 24.75% SI, short shares available declining
Saw this one pop up on my screener, looks like some momentum today because of some Cathie Wood news yesterday. That said, short shares available appear to be on a slow decline and Fintel just showed a sudden jump from about 1% to almost 100% CTB. As always this isn't …
FactSet Q3 FY2026: Thesis Holds Up & What I'm Watching
I posted a FactSet (FDS) thesis [here](https://www.reddit.com/r/ValueInvesting/comments/1r12asf/factset_a_steady_compounder_trading_at_a_deep/) a few months back. It’s a steady compounder, beaten down by AI fears, with \~95% client retention. I argued the market was overreacting. They reported Q3 this morning, so here’s how my thesis is holding up. **The Good** **Growth re-accelerated:** GAAP revenue +6.4% …
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Critical minerals in Canada are moving from exploration stories to capital pipelines
Drilling still finds the copper - but these days, the drill bit follows the capital map. And Canada just drew a bigger one. Canadian juniors are still driven by drilling. That part of the business has not changed. What has changed is the environment around them. Natural Resources Canada recently …
Copper in the right jurisdiction is becoming more valuable than generic copper exposure
Copper location matters more now. The White House copper import action made that pretty clear. Copper is no longer being treated as just another industrial metal. It is being framed as a national-security input tied to infrastructure, manufacturing, defense readiness, grid buildout and supply-chain resilience. The policy details matter. The …
Just made good gains on the NBIS price swing in the morning
Tracking Deep Tech Integration in Resource Discovery
The intersection of machine learning and upstream supply chains is becoming an informative area for fundamental asset tracking, particularly as junior exploration models attempt to optimize legacy workflows. Data suggests that the primary bottleneck in early-stage mineral targeting remains decision-making under high structural uncertainty. It is worth monitoring how specialized …