Posts
Guidewire Software DD - insurance cloud leader trading 70% below targets with earnings right around the corner
Guidewire keeps showing up in my screens as a wide moat software name that’s still undervalued, and earnings are due early June. They run the core systems for property and casualty insurers - policy admin, billing, claims. Sticky stuff with deep integration and big switching costs. They’re moving everything to …
Been digging into Veeva Systems (VEEV) - wide moat SaaS name sitting 60 percent below targets with earnings next week. Thoughts?
The numbers on Veeva Systems feels like one of those quality setups that doesn’t get enough talk here. Most chase big tech hype but this one has the wide moat, steady free cash flow, and a catalyst coming that could move it fast. Veeva builds cloud software for life sciences …
Traditional IRA Stock Trading
I have my big money in my taxable brokerage account and am aware that when I sell a stock for a profit, I incur capital gains, and those balance out with selling a stock for a loss. I want more flexibility in trading though with smaller amounts of money, possibly …
South Korea's Exports Surge 64.8% in May 1-20, Semiconductor Exports Jump 202.1%
Korea's export data for semiconductors are usually an early indicator for Samsung and SKH operating profits. Hence, we are expecting an unprecedented earnings beat for Q2. https://www.chosun.com/english/market-money-en/2026/05/21/CLNYE5H4VNHS5ISB265TCEHOLU/ "Exports from May 1 to 20 increased by 64.8% compared to the same period last year, driven by a boom in the semiconductor …
FINV: Own a $400M EBITDA Business for Free
The market is basically pricing a $1B cash pile and two profitable businesses at $1.3B as if they are going to zero in less than a year. First off the company has $900M in net cash which is equivalent to about $3.75 in share value. They have an international business …
China is trying to stop capital from leaving.
Chinese capital is leaving China for America at a record pace.In 2025, around $1 trillion left China, one of the biggest capital outflows in recent years. Compared to 2021, the amount of money leaving the country has more than doubled. Chinese investors have been moving money into overseas assets, including …
Am I stupid to wait to hit the 1-yr mark for the tax benefits when I feel like my holdings are at peak value?
Dumb beginner here. Has anyone felt like they bought some stocks and they shot up way faster/higher than you assumed and wanted to get out quickly, and were forced to factor taxes into your timing? I don’t invest much at all but I put a lot of my measly savings …
eVTOL stocks - LEAP strategies? (JOBY, ARCH, EVTL, HOVR, others)
I have been building underlying stock positions for these following four eVTOL companies: JOBY, ARCH, EVTL, HOVR. I just love the diverse applications of these platforms, and wanted a small allocation of my portfolio to be a part of this sector. I am considering LEAPS into these stocks as well, …
Memory prices tipped to fall as China starts flooding the market with DRAM and NAND chips
**Chinese semiconductor firms have begun flooding the market with domestically produced DRAM and NAND chips in a move that analysts believe could drive down memory and storage prices, offering consumers some much-needed relief. Reports suggest that several leading global PC component manufacturers have already started using the chips in upcoming …
LFVN deserves more eyes than its getting right now.
The numbers here are honestly wild for a company this small. Current short interest is sitting around 3.85 million shares, which is roughly 39% to 44% of the float depending on the source. That is an insanely high percentage for a low float stock. Days to cover is currently around …