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I Like LLY – Is Now the Time to Be Bullish?
LLY has long been one of my favorite tickers. It carried us out of the trenches back during the tough days of the **yen carry trade unwind in August**. But the question now is: **Should we stay optimistic this time around?** We’ve been stuck in **consolidation territory** for quite some …
All In: META's Journey to Shembeta – Calls Only, No Brakes!
Hello Everyone, Trading is a journey filled with **wins and losses**—it’s all part of the game. Someone recently asked me how I protect my capital on the downside, and if my **“directional gambling addiction”** always pays off. Well, let’s be honest: If there were a secure, foolproof way to bet …
Vans, Off The Wall $VFC
I'm here to talk about a speculative bet on $VFC the parent company of Vans, The North Face, Timberlands, Dickies etc. Some of you might have remembered my Turnaround DD i've posted 6 months ago. The stock has since then came off the low of $12.00 and has hit 52 …
Vans, Off The Wall $VFC
I'm here to talk about a speculative bet on $VFC the parent company of Vans, The North Face, Timberlands etc. Some of you might have remembered my Turnaround Story DD i've posted 6 months ago [Link to DD](https://www.reddit.com/r/ValueInvesting/comments/1c4y9lg/turnaround_story_the_north_face_vans_timberlands/). The stock has since then came off the low of $12.00 and …
$CHGG – Deep Value, Overlooked
**TL;DR:** With a sales multiple of 2, Chegg is priced like the company is going out of business soon, but the company’s financial situation makes this seem unlikely. They have cash on hand and are ready to plug away at their position and have made strategic partnerships with AI companies …
Should have bought Ford Puts
Amazon Too Big To Fail
Have any of you regards ever used Amazon Medical Care? I woke up today with a cyst in my mouth. Of course I didn’t know it was a cyst, I thought holy shit there is a fucking lump in my mouth, I need to see a doctor. But, I have …
Lithium Americas (NYSE:LAC)
Some big, exciting news today out of Nevada! LAC was just awarded a $2.26B ATVM loan from the federal govt for its Thacker Pass project, with buy-in from GM, too. I’ve been buying shares of LAC since December 2023, after doing research for my job on resource mining and first …
Like Baby Oil to Diddy
I think big bro corporate Reddit has been selling our data like hot cakes so the Super PACs and McDonald's can target us the exact second we sit on the toilet. Betting a surprise earrings beat and at least 5 mentions of AI. Post earnings up 12%.
LAC & IONR Cheap stocks with potential.
Loan of $2.2B to LAC from US DoE approved. Phase one to produce 40k metric tons of lithium carbonate per year. October price average of $10k/mt. That's $400m/year. LAC is backed by GM which will purchase 38% ownership at $625m. Both are out in the middle of a desert and …