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Stop SEC from Changing from Quartely Earnings Reports to Semi-annual Earnings Reports
Wendy’s actually sucks.
Literally I bought in and I’m still holding shares but I just got the “new” spicy chicken sandwich and it’s a flat processed patty no bigger than a dime in thickness across it. Ate half. Spicy af tbh but I won’t be getting again.
Has anyone had experience with Cameron ("Noremac") Newell?
Leverage in South Korean chip stocks is out of control
Single-stock leveraged and inverse ETFs tracking SK Hynix now hold \~$19 billion in total assets, more than 4 times the stock's average daily trading volume this year of \~$4.5 billion. At the same time, Samsung has \~$12.4 billion in leveraged ETF assets, +176% above its \~$4.5 billion in average daily …
University fees and investing 18M £13000
18M starting uni this September and will be taking out a maintenance loan and tuition fee loan. Im privileged enough for my parents to be able to work out the tuition loan and i have £13000 saved from work and gifts etc which they have told me is for paying …
Neurotech Q2 investment summary
Here’s a review of Neurotech investment in Q2. One of the most interesting signals of the quarter came from overactive bladder, which is not usually where people start when they want to talk about the future of the brain, but it is exactly the sort of market investors seem increasingly …
BTC rises over 10 % in the last week, US Fed more likely to lower rates / not rising, AI bubble will burst but 10x after again (trust me)
BTC rockets past 63,000, annihilating billions in shorts!!!
Are we experiencing a bottom in bitcoin? Price action could certainly be signaling this possibility. Since end of June, bitcoin is sharply rebounding and showing no signs of stopping, as it rockets towards 64k. This is not financial advice.
Microsoft (MSFT): Wide Moat, AI CapEx, and Why the Market May Be Underestimating Long-Term Earnings Power
# TL;DR Microsoft is not a deep-value stock in the traditional sense, but I think the market may be underestimating its long-term earnings power. The central debate is: > Is Microsoft’s AI CapEx cycle creating future earnings power, or permanently weakening margins and free cash flow? The CapEx risk is …
$OTIS: Another watchlist name to focus on
Otis was spun out of UTX in 2020. At that time: 433mm shares, $50 stock price, $5.2B debt, $1.1B net income, $0.60 dividend Today 390mm shares, $72 stock price, $6.9B debt, $1.6B net income, $1.65 dividend EV then: $26.8B, EV now: $35B, +30%. Sales, net margin, operating margin have al …