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House Schedules July 17 CLARITY Act Hearing as Trump Pushes for August Passage
Can anyone show me examples of individuals or orgs that predicted SaaS downturn in q1/2 of 2025?
Love giant pubs cutting price targets and downgrading SaaS companies after they are 40-70% down YTD. Very helpful. Curious if anyone knows of anyone who has actually provided an accurate prediction for SaaS when they were at all time highs? Thanks for any help!
10 Undervalued Wide-Moat Stocks Worth Buying Right Now — Morningstar
I agree with quite a few of these and continue to appreciate MS’ valuation method and moat rating system.
Next Bloom Energy, $FCEL? "FuelCell Energy and Fit Energy Announce Strategic Agreement for up to 380 MW of Clean Power for Data Centers"
Disregard Private Credit Liquidity Tests. Acquire BLACKROCK. Long $BLK
This DD but also an open reply to u/DueDilligenceTrader and their post but also an option for those looking to take action rather than just read and discuss (are we r/WallStreetCasualTalks now?) >[Private Credit Is Passing Its First Real Liquidity Test](https://nl.reddit.com/r/wallstreetbets/comments/1udef90/private_credit_is_passing_its_first_real/) While I don't particularly agree or disagree with their …
Investment Baskets for Beginners created by community
During Covid there was a time when I had invested in over 100 stocks and some 15 Mutual Funds. I used to explore all the ideas and then invest in them. While this felt awesome , it did not materially give me better than index returns. So I shifted to …
What happened to WEN Memes?
There’s normally a plethora of Wendy’s dumpster memes, but it looks like mods purged all of them early this morning. Now it’s all SPCX this and SPCX that. I know we all love some good loss porn, but are we not allowed to glorify our future lives behind the WEN …
Total beginner, advice on how to top up bitcoin wallet 🙏
On United Parks and Resorts
The SaaS Apocalypse: The Absurdity of the "SaaS Doomsday" Narrative Buy $MSFT $NOW $CRM $SAP $TEAM $WDAY When the Market Is Most Afraid
> # Part 1: Software Moats Are Never About Code — They Are About Ecosystems and Standards The SaaS doomsday narrative comes in two classic variants, both circulating widely across X and financial communities, both sounding plausible on the surface, and both making the exact same fatal mistake. # Variant …