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There is a real turnaround potential
I wrote a whole turnaround thesis on $WEN yesterday. Basically, hiring Bob Wright doesn’t fit generated DCF analysis or valuation reports. It’s a human touch that requires trust and patience. And that’s the whole point of investment; trusting the best Men for the job. There is no one better qualified …
Nancy Pelosi bought $UBER and $INTC
Nancy Pelosi reported new trades in $UBER and $INTC recently. I loaded up on some UBER shares, because I see the upside potential. And just google the CEO of Uber, Dara Khosrowshahi. This dude just looks like he’d do literally anything just to get some extra gains for himself and …
Grid Martingale EA
US bans imports of more Chinese technology goods
WASHINGTON, June 26 (Reuters) - The U.S. Federal Communications Commission on Friday said it will ban the import of more equipment from a group of Chinese manufacturers, the latest move by Washington to crack down on Chinese-made electronic gear. The move expands an FCC ban imposed in 2022 on new …
US bans imports of more Chinese technology goods
WASHINGTON, June 26 (Reuters) - The U.S. Federal Communications Commission on Friday said it will ban the import of more equipment from a group of Chinese manufacturers, the latest move by Washington to crack down on Chinese-made electronic gear. The move expands an FCC ban imposed in 2022 on new …
Free UK Stock Screener — no login, no fees, no tracking
I built a free UK stock screener and thought some people here might find it useful: It covers the main FTSE indices plus the AIM 100 (600+ companies), with no login, subscription, or tracking. The idea was to simplify stock research by boiling things down to four measures: Momentum Quality …
I built an app to practice ‘living in the end’ after some losses in the market
I recently took some losses in coin investing and came across Neville Goddard’s idea of “living in the end” As a developer I built a small app to help practice this idea in a structured way instead of just random affirmations I’m still experimenting with it and not claiming anything …
Apple seeks to buy memory chips from blacklisted Chinese company
"AI is killing (seat-based) SaaS" is stupid.
I work in SaaS. Here are the fears, debunked one by one: 1. People will vibecode their own SaaS Wrong. Cheaper software has always existed alongside the SaaS incumbents. People pick the incumbents still for a reason. Any growing business, especially at scale, would do better to focus on growing …
Planet Labs is one of those companies where I understand the business way more than I understand the stock
I've been following the space companies for quite some time now (since months before SpaceX secretly filed for IPO) and in doing so I stumbled upon Planet Labs the Earth observation company. It started interesting me not because it's some hidden AI stock or SpaceX sympathy play, but because the …