Posts
Some light DD related LNG and Santos(STO)
Disclosure: Long STO(ASX listed) $8.50c May 21. Small position. This is not financial advice. Do your own research. Qatar is the world's #1 LNG exporter. Every single tanker leaving their port at Ras Laffan has to pass through the Strait of Hormuz. Iran has now set a toll on Hormuz …
ANTX: Failed Drug, Fading Squeeze, Expiring Shelf
I developed a machine learning model that assigns a risk score to over 3,000 small-cap stocks to identify shorts. As of today, the #1 stock by risk score is ANTX. It recently ran from $1.06 to $6.91 on no news before fading to $3.77. During the run-up, management repriced their …
Any in all cash?
It seems that most people are expecting a market downturn and / or crash. Every day there’s negative sentiment and news. Would like to know how many are in all cash vs investment? Any ideas? What’s the best mix of wealth preservation?
Old US share certificate found in grandmother's papers
Hi, I live in Australia, hoping someone in this group can offer some advice. I recently found out that my grandparents had a safe custody facility in a bank here in South Australia (both deceased since 1997). One of the documents is a certificate in my grandmother's name for 399 …
$MTN. Vail resorts. How low can it go and could it ever be worth investing in again?
Vail resorts us famously having... issues. Their stock is down -50% in the last 5 years. Zero snow this year equals another bad financial year. Employee walkout and strikes, lawsuits, and equipment breaking left and right. You would think skiing is a good bet though, right? Rich people love it, …
Jury orders Meta and Google to pay woman $6 million in social media addiction trial
"A California jury on Wednesday found that Meta and Google's YouTube were to blame for the depression and anxiety of a woman who compulsively used social media as a small child, awarding her $6 million in a rare verdict holding Silicon Valley accountable for its role in fueling a youth …
Megan holdings MGN
what the hecc just happened in after hours trading for mgn? in just 30 minutes it dropped from $4 to $1 and now its down to 0.61. i don't see any news or releases or anything. Does anyone know what the hecc would cause this?
Is Arm Holdings ADR (ARM) a great deal right now? (march 25, 2026)
ARM is going to self-produce its chips. The breakthrough is expected to generate an additional $15 billion in annual revenue for the company within five years. Meta is a partner in this production effort, and will also be its first major customer. Is it great deal from a fundamental viewpoint …
Anyone else notice how ‘quality’ companies can be totally different investments?
I'd like you remember this sentence for the rest of your investing career: >*The best-performing stocks are companies that generate high returns on capital without putting themselves at risk of financial distress* I came across [this chart](https://imgur.com/a/f0ccNiC) that tracked performance from 1985 to 2024 across companies in the S&P500, ranked …
Future of renewable energy stocks of all types
Given the petroleum and natural gas supply struggles of late due to the middle eastern conflict, will this renew the vision of a petroleum free future? The underlying premise of five years ago were the environmental issues associated with petroleum. But now, there is the overlay of fuel availability for …