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NCRA is starting to look interesting again
I’ve been following NCRA for a while, and I think people may be focusing too much on the convertible notes while ignoring what has changed over the past few months. Here’s why I’m still bullish: ● The company is no longer just the old aquaculture story. Management is clearly trying …
She is the centre of the zeitgeist
Lets see
$WEN is the new GameStop??
$WEN is in a bull run, with a 26% float short, but what makes this squeeze different from the one in 2021 when the stock rise to 26% and then plummeted? Will this bull run continue? Will it be the new GameStop? Or will it only last a day?
📈📈📈MU
DLR- Digital Realty Trust, Inc.
Digital Realty Trust is aggressively expanding its data center footprint to capitalize on rising AI demand. Recent transactions include acquiring 1,440 acres for **$475 million** and boosting its stake in Teraco to **77%** for **$650 million**. The company also launched an AI-native service across **800+ data centers**, enhancing its competitive …
[Week 21 - 1985] Discussing A Berkshire Hathaway Shareholder Letter (Almost) Every Week
**Full Letter:** https://theoraclesclassroom.com/wp-content/uploads/2019/09/1985-Berkshire-AR.pdf **Letter Only** https://www.berkshirehathaway.com/letters/1985.html This week we will go over two segments and an acquisition. One is a really wonderful and insightful writeup on executive and managerial compensation, and the costs and benefits of compensating with cash vs stock vs options and Buffett’s reprimanding of some practices that …
Amprius Technologies could be a real way to get exposure to the drone/aviation battery sector.
I have been following AMPX for some time now and it feels like one of those stocks where the actual company progress has been pretty damn good, but the chart still manages to make you feel like you’re missing something. On the bull side, I don’t think the story is …