Posts
Finding Buy prospects in large, mid and small cap
I've posted before how I compare revenue growth and operating margin to operating multiple to find stocks to buy. I've used this for the last two years and generated above market returns both years. I generally look for a minimum sum of 40 for revenue growth plus operating margin. Then …
RIME Is Valued Like An Experiment While AI Logistics Peers Are Treated As Infrastructure
One comparison I keep coming back to is how AI logistics infrastructure is valued once the market believes it is essential. Companies like Symbotic and Honeywell are treated as critical supply chain infrastructure because their automation and optimization tools directly improve efficiency and reduce cost at scale. SemiCab’s economics point …
Buying gold coins (UK based)
I'm considering buying some physical gold to make use of the CGT benefits longer term. What would people recommend to buy, new coins from the royal mint or used coins through a dealer. Have people found a cheap way of getting close to spot price when buying and selling while …
Investing in VOO or VTI as non-american (dutch)
I am planning on investing somewhere around €10.000 into an ETF. This investment would be long term. Since I hear a lot of good things about VOO and VTI I am leaning towards one of these two ETS's. Besides the positive things I've heard about these ETF's I've also heard …
strategic reasons behind the Nvidia Groq deal
What are the strategiic benefits for Nvidia from the Groq deal. The obvious ones to me are * To be competitive in the inference specialized chip market * To kill off any potential long term rival, by practically acquiring them But apart from these obvious ones, are there any nuanced …
Phillips 66 (PSX) to Acquire Lindsay Refinery Assets, a Strategic Move for Growth?
Phillips 66 (PSX) has announced its agreement to acquire the Lindsay Refinery assets and related infrastructure in the UK. This move is set to bolster their operations, especially as they integrate the assets into their Humber Refinery. The company has stated that after thorough evaluations, it decided not to restart …
Chevron (CVX) and Venezuelan Oil: Implications for the Stock?
Just saw shipping data showing that an oil tanker, leased by Chevron (CVX), loaded with Venezuelan crude, has just left Venezuelan waters and is headed to the U.S. Gulf Coast. For context, this is significant because the U.S. has had sanctions on Venezuelan oil for years, and any move involving …
Do Fidelity.com comparison charts already factor in fees?
Long story short, looking to swap some mutual funds to ETF's, but the comparison charts show that a couple of my funds have outperformed VT, VOO and QQQ over multiple timeframes. Not by huge amounts, but still rather significant. I know past performance does not equal yada yada yada, but …
Anyone else tired of using 5 tools just to analyze one stock?
Maybe this is just me, but for a long time my investing “process” was chaos. Yahoo Finance open, a spreadsheet somewhere, notes on my phone, half an earnings call playing in the background. I wasn’t even analyzing… I was just jumping around. A few months ago I started using Forecaster …
Margin charged for open orders?
Hi all - I'm fairly certain the answer to the below is no, but asking search/AI engines has resulted in various or open ended answers, so I thought the community might be able to help put this to bed. I'm in the process of investing my account. Half is in …