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What actually happened on Black Tuesday 1929 and why it took 25 years to recover
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Alphabet Shares Drop After Second AI Star Departs for Rival
Greed is one hell of a drug
About 8 months ago i decided to start trading options seriously. I deployed my own whole savings (about 19k). Did monthly credit spreads on NDX and grew my account to almost 40k in less than 5months. I got greedy and wanted to make more and fast so i turned to …
Corsair - the Localized AI Inference Play
TLDR: Corsair has moved beyond gaming peripherals. It is now selling complete, ready-to-run local AI systems (hardware + software) that let small and mid-sized businesses keep using AI without paying ever-rising cloud token or GPU rental bills all the while keeping their data private. This reduces cyclicality and supports a …
Bismuth Before the Buzzwords
A few names near 52-week lows with decent cash flow and valuation signals
Here are 4-6 that I think are worth digging into further. Not recommendations. Just research candidates. [Amdocs (DOX)](https://intrinsicalpha.com/stocks/nasdaq/dox/software-infrastructure/amdocs-limited-intrinsic-value) $51.47, \~2.8% above 52-week low Intrinsic value at \~$143/share, a 179% discount. FCF yield of 7.1%, ROIC 12.7%, debt/equity 0.32x. 6 consecutive years of positive FCF. The concern is recent revenue growth …
AI is disruptive. Individual companies have never been more volatile. What’s the argument to not just buy indexes?
Looking at the price trend, indexes have been the most stable in this AI bull market. However investing in individual companies can make you lose your pants because AI is so disruptive. MSFT was like $470 three weeks ago and have now crashed (again) 20% in just three weeks. You …
COTY ($1.95) — The Turnaround Nobody's Watching
**TL;DR:** Coty is a $5.8B fragrance/beauty company trading at 6x EBITDA with a new CEO who ran an $8-10B division at P&G for 7 years. The problems are a broken consumer cosmetics division (being sold or restructured) and 8 CEOs in 16 years. The fix is straightforward: cut G&A, launch …
$LLKKF 4-years of quiet progress
**tldr:** Lake Resources is a pure play on industrial execution and structural commodity demand. If management successfully secures institutional backing and proves the scalability of its DLE framework, the asset boasts significant unpriced value relative to its current market cap. \---------- So Lake Resources was over-hyped 4 years ago due …