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Howdens Joinery (LSE: HWND) - Best In Class Building Materials Company, Running Out of Runway
Does anyone here own Howdens Joinery (LSE HWDN)? It posts gross margins 20+% higher than it's UK peers, and has a counter-intuitive model (sells directly to builders, not consumers). There's a moat (Helmer's counterpositoning) and local scale economies, although three year ROIIC is 1%. It does have a \~18+% ROIC …
Simple investment idea for someone with guaranteed high income for life
Hypothetical: how would you create a "simple" (for conversation purposes, let's just say a basket of no more than 10 investments of any kind) investment strategy for someone who has a guaranteed income of nearly $1M a year for life? Some weird details: state income taxes do not apply, only …
selling spx spreads based on volatility expectations
Curious to hear if anyone else has a similar strategy that works. I havent tested this enough to confidently say its profitable, but I believe it should be. Basically built a tool that looks at 0dte greeks on SPX chain to estimate dealer positioning and analyze the relative compensation for …
WeTouch Enters Global Supply Chain of One of Japan’s Top Three Office Equipment Manufacturers - WETH
I realize I'm likely again only talking to myself, but here goes anyway. [https://www.globenewswire.com/news-release/2026/07/14/3326979/0/en/WeTouch-Enters-Global-Supply-Chain-of-One-of-Japan-s-Top-Three-Office-Equipment-Manufacturers.html](https://www.globenewswire.com/news-release/2026/07/14/3326979/0/en/WeTouch-Enters-Global-Supply-Chain-of-One-of-Japan-s-Top-Three-Office-Equipment-Manufacturers.html) This is good news, $10 Million ADDITIONAL sales revenue with approximately 30% annual growth rate. From a Google search: "Canon, Ricoh, and Konica Minolta are widely recognized as Japan's "Big Three" dominant office equipment and multifunction …
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$BSP deep dive part 2 - operazione cucchiaio
**tldr: BSP buys dead-ish apps, fires most of the acquired staff, jacks up prices via sneaky weekly billing. Ratings are cratering across the portfolio with a ton of 1 star reviews. They have $4.4B debt which only works out if churn stays low, but churn is already high and the …
$1.56 billion moved from crypto exchanges into casinos on Ethereum last year
How to predict breakout?
Hey guys. I am new to the market, been only 6 months, i tried swing afew times have been lucky till now. I buy om the uptrend and when it has strong fundamental. Now what I wanna learn is how do I predict whether a stock will breakout in near …
Does anyone else only trade options overnight?
I primarily sell SPX put credit spreads between **3:50-4:15 p.m. ET**, then I close the position **right after the market opens the next morning (usually between 9:30-9:34 a.m.)**, regardless of whether I’m up or down. I usually do 10-15 10 wide put credit spreads, around 1.3% otm. The main reason …
Thoughts about diversifying
So I have been investing for a couple of years now, mostly in index funds, ETFs and some individual stocks. When I started, I didn’t know what I was doing at all so I was dumping all of my cash into indexes and etfs that basically contained the same stocks, …