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Cybersecurity Overvalued - PANW and CRWD
Been holding CRWD and PANW since the CRWD outage few summers ago, up 200% and 100% respectively. Is this the time to take profits? I usually hold for the long haul but their market cap is way too large for how much revenue they’re bringing in. I don’t see their …
When the facts change, I change my mind. What do you do sir?
My journey for stock picking ends here! Over the last 2 years, I decided to dabble my hands with active investing. For the most part, I adhered to value investing. I poured countless hours reading 10ks, research companies, looking at valuations, playing with valuation models and whatnot. At the end …
Circle's entire business model is under direct attack and the stock already dropped 17% in a day.
17 Investment write-ups to look at
17 company write-ups from Substack, all published within the last week or so. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com](https://gilescapital.substack.com) # Americas **Capitalist Letters** on [**Microsoft Corporation**](https://www.capitalist-letters.com/p/microsoft-undervalued-and-undisruptable) (🇺🇸 MSFT US - US$2.8tn) Microsoft shed US$500bn in market cap this year on AI capex fears. At 22x …
Stripe just bid $53 billion for PayPal. The prize being fought over: stablecoin infrastructure.
UPDATE* I have taken everyone’s advice and fixed my portfolio
After making a post on here yesterday, I have fixed my portfolio, listened to you guys by selling off any fractional stocks, investing more into ETFS, and I have cleaned up my portfolio and it is already doing pretty well. I just want to personally thank you to everyone that …
The Lounge
Talk about your daily plays, ideas and strategies that do not warrant an actual post. This is the place to request buy/sell advice from the community. Remember to keep it civil. Trade responsibly.
Is this subreddit censored?
tried to post about /r/Nanogotchi and it was taken down without any reason. Nano (XNO) is a cryptocurrency, and it didn't break any of the rules so?