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Hormuzs sees triple of average ship crossings
https://insights.windward.ai/
Possible scammer approached me
Hey everyone, so today I was approached by someone working at the grocery store, who was doing an instacart shopping order. He asked if I know about "redplugging" with crypto. I tried to clarify if he meant "rugpull" but he said no, that it was a new technique to make …
community workshop 27june at 5pm PT
hey everyone, two quick heads up for those interested. i coordinated with the mods before posting this. i know the community is guarded against stuff like this, rightfully so, but it also sucks for people to lose the potential resource if interested. ive been active in the community long before …
FMX - Fomento Económico Mexicano
What is your opinion of FMX? THe idea of foreign constumer staples seems attractive, and it appears slightly undervalued. EV / EBITDA is 8.57 compared to industry average 10.68. They're a conglomorate with many subsidiaries, but two of them earn the lion's share of revenue: OXXO (South & Central America's …
Michael Burry Bought Microsoft. Interesting Timing
I don't usually care what famous investors buy. But Michael Burry buying Microsoft caught my attention. Not because I'm about to copy him. Because Microsoft has probably been one of the least popular mega-cap tech stocks over the last few months. Everyone's been talking about NVDA, MU, PLTR or even …
The Bunker, the Billionaires, and the Bank
On the QAV America podcast this week, I did a deep dive into a tiny bank based in Virginia that nearly wiped itself out, loaning a bucket load of money to a billionaire senator that owns a luxury hotel with a decommissioned Cold War era bunker underneath it, but somehow …
It's not over till Stradegy sells a lot
I didn't want to believe it, but I think that Strategy is the target for this cycle bottom. The market will trade against Saylor, BTC price will go down till they Force liquidate him. His average is 75k. He can only buy rips... I'm down a lot on MSTR and …
Is $CRM trading at 60% of its intrinsic value?
Salesforce's TTM free cash flow is about 14.66B. Management guided FY2027 free cash flow growth to 4%-5%. The balance sheet adjustment is -$19.67B, calculated as cash, marketable securities, and strategic investments minus debt, including the new debt from the $25B debt-funded share repurchase. Using a simple DCF: * Starting FCF: …
252 or 365 for de-annualizing IV?
I'd like to experiment with expected vs actualized moves, the problem is I don't know if I should use 252 or 365 to de-annualize IV? The formula I'm planning on using is IV \* sqrt(t/(252 or 365)), I'll be pulling the IV data from thinkorswim. I'm getting conflicting answers online …