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$CSGP: Opportunity or trap ?
Hi guys , I’m buying the dip on CoStar. Here is why: They own the "Bloomberg" of Commercial Real Estate. It’s essential infrastructure, not just a service so their Moat is real !The market hates the spend they did with Homes but I love the strategy. They are disrupting the …
I sold DaVita in February because dividends felt more real than buybacks. It returned 70% while I watched. Here's what I learned about corporate cannibals.
A cannibal is a company retiring its own shares aggressively - but not the fake kind where buybacks just offset employee SBC dilution. NET buybacks. The kind where the share count actually shrinks. The math is interesting: if true FCF is growing while shares shrink, the yield available to you …
Need Help Finding Deceased Grandfather’s Shareholder Information? Northrop Grumman
Shot in the dark here.. My grandfather worked for and retired from Grumman, now Northrop Grumman. He passed away back in 1998. My family and I know that he had shares in the company from his time there. Shortly after he passed I even saw the documents supporting this. Unfortunately …
Bought 8/21 180 SPCX PUTS
Was crossing my fingers that this thing would pop on IPO and it did. I bought puts this morning when it was trading about $210/share out two months with $180 strike. Thought about extending longer as insiders lockups end which i still may do but was more than happy to …
$ALP – Volume is COMPLETELY Drying Up. The Spring is Coiling, and Jane Street Just Loaded Up 🚀
Hey everyone, If you’ve been tracking **$ALP (Alpha Compute Corp)**, you’ve probably noticed something wild happening over the last couple of trading sessions: **the volume has completely fallen off a cliff.** While the average retail trader sees a massive drop in volume and assumes a play is dead, seasoned squeeze …
Michael Burry says he’s tempted to bet against SpaceX, but passes on expensive options
Anyone looked into shorting the cattle industry with screwworm making a comeback?
It took over 40 years to push them back the first time and the department that did it doesn't even exist anymore. I figure I'll start with the feeder cattle contracts since the parasite targets the newborns first. Before we eradicated the fly ranchers in the southwest were losing about …
Spacex needs repricing as national telecom
thesis - as most of its business sits between telecommunications (satellite internet) and government-tied launch missions, it shares the same moat and exposure as Verizon and At&t which also provide government with full service line of high tech service Given this proximity to business structure and substance of its service, …
Serious discussion: Is it time to full port healthcare, or am I regarded?
Healthcare has been getting destroyed relative to SPY while everyone keeps chasing semi. Is this an obvious mean reversion/sector rotation play, or is healthcare cheap for a reason? Is it really this easy, or am I regarded?
Simple way to beat the market by 2X (18.53% Annualy)
I backtested a strategy where I just buy the #1 largest company by market cap and rotate everything into the new #1 the second it gets dethroned. from Jan 1980 to June 2026. The results are actually insane. $10k Investment since 1980: |**Strategy**|**Final Value**|**Avg Annual Return**|**Total Multiple**| |:-|:-|:-|:-| |**S&P 500**|**$694,900**|\~9.3%|69.49x| …