Posts
Berkshire to buy Taylor Morrison for $6.8B in cash to expand in housing
https://www.cnbc.com/2026/06/01/berkshire-hathaway-taylor-morrison-home-acquisition-housing-market.html > Berkshire Hathaway agreed Sunday to acquire homebuilder Taylor Morrison Home in a $6.8 billion deal, deepening the conglomerate’s bet on the U.S. housing market after a prolonged downturn. The Omaha, Nebraska-based company will pay $72.50 per share in cash for Taylor Morrison, according to a statement. The offer …
The Economist on SpaceX
Mr Musk thinks he has found an even bigger market for SpaceX to dominate: ai. He believes that AI’s appetite for computing power cannot be satisfied by earthly data centres, which are often impeded by power shortages, red tape and opposition from a distrustful public. Along with several other AI …
been running a nightly insider buy screen since february
Started in February after I noticed I kept missing insider purchase filings until they showed up in the news two weeks later. Set up an agent that scrapes SEC Form 4s every evening and filters for open market purchases over $100k by top executives. Most of it is noise. Lots …
Really Really Stupid idea for my portfolio.
So I started investing last year and bought 1 share of $MRVL as a partial joke with thoughts about selling it when it was doing bad in the winter and I now have a 120% gain on it. If i had to guess the reasons it's due to the agreement …
Snap Future Gains
Been on Snapchat for years and not until recently (like 1-2 months ago) all of their ads in between stories were a clickable screen therefore didn’t have to watch or look at any of it. Something changed about 2 months ago where now every ad is a video (about 5 …
New $150k account.
I have a new $150k account in all cash. My previous trading underperformed the market. At the same time, I had a $6k account with 80% tqqq on buy and hold that just hit $24k. Thinking about 40% qqq, 40% voo, 20% individual stock shares and maybe a couple 6 …
Is HubSpot (HUBS) the next money machine? +10% on Friday but still down 60% last 12 months !
It popped almost 11% on Friday to close at $220.63, yet it’s still down over 50% from its 52-week high of $611.00 The underlying business momentum is actually very strong: • Strong Growth: Q1 2026 revenue was up 23% YoY to $881 million. • Strong Forecast: Full-year 2026 revenue guidance …
$NOW is up 10% overnight. Is SaaS the next boom that won't ever stop?
I've mostly been focused on AI names and semis, but seeing $NOW jump 10% after earnings/news has me wondering if the market is starting to reward software again. For the last few years it felt like SaaS was dead money compared to chips and infrastructure plays. Now companies like ServiceNow …
Why is nobody talking about Nike (NKE)? This looks insanely cheap.
Am I the only one looking at Nike right now and wondering why nobody is talking about it? Nike stock is down roughly 65-75% from its all-time highs depending on the timeframe you’re looking at, and it’s trading around levels not seen in over a decade. Yes, I understand the …
Give me your high conviction stock and I will analyse it.
I am a value investor looking for investing ideas in the US stock market. If you have a high conviction idea, let me know the ticker and I will do a detailed analysis on the company. I will also share my personal analysis so that everyone can make an opinion …