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McKesson is up Nearly 10% Since I First Wrote About the Company on June 23rd While the S&P 500 is up Only 2.5% and the Nasdaq 100 has Fallen 1.25%. Read Why I think McKesson's Selloff Was Overdone and why the Business Has a Fantastic MOAT
**I wrote the following less than a month ago, and since then McKesson has powered on and is up almost 10%.** I thought it would be good to revisit it. I wanted to share a quick fundamental thesis on McKesson Corporation ($MCK) following its recent \~20% correction from its peak. …
RMD split inherited IRA question
greetings, my family member and i received an inherited IRA from our father when he passed away, split evenly between us. we were told by fidelity that we have a COMBINED amount that we have to take for an RMD every year, but google said something slightly different - that …
Created an app to challenge and synthesise my investment thesis into assumptions and trackable metrics
My career background is in finance/fintech and I've often invested into concentrated value stocks that have served me well, but I felt like I didnt have enough time to do the process as I would like. With the advent of LLMs I decided to create something that could perform the …
Stock pick thought exercise
Ok, obviously this week has been "fun"/chaotic or even a bit of a bloodbath. Also, Im sure everyone sees those what's one stock that's... posts that are annoying. I wanted to ask, purely as a thought exercise, let's say hypothetically, you are told you have to put 100% of your …
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What crypto concept took you the longest to understand?
​ Everyone remembers being new to crypto and feeling confused by something. For some people it was wallets and private keys. For others it was token economics, consensus, or smart contracts. What concept finally “clicked” for you after struggling with it?
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What does a potential short squeeze look like?
I've never looked at short squeeze analysis too deeply and I suspect it needs more than this but I have some shares in $SIDU and it seems the market is over reacting to analyst coverage saying to sell. I saw this on Robinhood today and noticed the short interest is …