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How much does it cost to run a full node for a worldwide monetary network? Answer inside.
Most BTCers claim to be concerned if they will be able to run full nodes if we let Bitcoin scale. I'll show how one can easily calculate these costs so get better information to make better decisions. First lets make some educated guesses: - We want to look at node …
SaaS sector fell below market valuation for the first time on record. Breaking down which names are actually cheap vs. just lower priced.
Hi r/investing, I'm the GM of the stock research side at Obermatt, a Swiss investment research firm that ranks stocks across 60+ markets on four factors (Value, Growth, Safety, Sentiment) relative to industry peers. Standard disclosure: this is our own research, sharing it here because I think the framework is …
I’m Down with the Syndrome (WEN)
SaaS sold off as a sector this year. The Value ranks say the sorting still needs to happen by hand.
Hi again r/ValueInvesting, for those who haven't seen my posts before: I'm the GM of the stock research side at Obermatt, a Swiss investment research firm. We rank stocks across 60+ markets on four factors (Value, Growth, Safety, Sentiment) relative to their industry peers. Standard disclosure since I work there: …
Retired Man’s Covered Call™ (RMCC™)
I recently retired. I have been using PMCC strategies to earn premium and LEAPS profits. But you need to be very conservative with the Short Calls. I have developed a strategy that allows you to sell Covered Calls at deltas of 0.24 - 0.28 and earn much nicer premiums. If …
Hedging using monthly options on NDX
Looking to do a hedge strategy currently I short/long Nasdaq futures done some research and to me looks like a better play would be do hedge long puts (monthly) on Nasdaq along with buying Nasdaq futures long, the option play would be protection if the market fell dramatically, does anyone …
AVGO feels like a good company and a bad place to be too confident
AVGO feels like a good company, but also not a place to get too comfortable I was watching the discussion around AVGO and both sides kind of make sense. One side is basically saying the business is still solid. AI revenue is real, infrastructure demand hasn’t gone away, and the …