Posts
Feb-Mar Active Liquidity Crunch Monitoring Checklist
Sitting in my red (and admittedly creaky) IKEA chair I've decided it's time to re-evaluate the liquidity hot potato. Assessing stock fundamentals and fair valuations is my piece de resistance, however in a sweeping macro environment even pure gold (literally) can get caught up in the tide. So, in light …
Saas Ramping up Ads
Obviously there's been a huge amount of discussion recently about the crash in Saas stock valuations. I have seen a massive increase in ads around Adobe, Workday, and a few others. I've noticed this recently on Reddit and Bloomberg. Has anyone else noticed the same? Seems like a bad sign …
[Long Post] Information on company reporting today
Went through SEC filings for Tuesday's earnings reporters and mapped out supplier/customer/competitor relationships and price correlations. Sharing what stood out if you follow any of these names and spot something off, let me know. Correlations below are 3-month daily return correlations between companies with disclosed SEC relationships. --- ## "Both …
r/Stocks Daily Discussion & Technicals Tuesday - Feb 17, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on …
Fukuda Denshi: accept takeover offer, or not?
I have a holding in a Japanese company called Fukuda Denshi. My broker has informed me there is an offer to acquire the shares of Fukuda Denshi. The bid amounts to 6721 JPY per share. However, the shares are currently trading on the open market for about 9120 JPY per …
Does PayPal pay Apple?
In Apple's app store they offer only two payment methods: \#1. Credit/Debit Card (Visa, Mastercard, Discover Network, American Express) \#2. PayPal Is this not huge? Everyone when they first get an iPhone can easily sign up with PayPal and get the 180 day chargeback protection and all the perks of …
How is wmt and cost growth sustainable?
Wmt and cost have extremely high valuations and low growth. Having a 45 and 52 P/E ratio respectively and growing around 5-7%. Despite this, they have more than doubled the sp500 returns and beat 5 out of the mag 7 comfortably in the same time frame. This is also during …
Similar chart to MSN Money
Hey all! I wanted to know if there is a chart like msn money has where it shows you a 1 yr return on hypothetical watchlist’s you can make? I find it valuable but I don’t find MSN money valuable. While it is free it would be nice to use …
Seen on Value Investors Club - Fox Factory Holding
As mentioned in the title, I saw this mentioned on the website and was curious as to what people thought about the DD. TLDR - potential to be valued at $72/s , if they can figure out their debt situation. Pasted below! **Executive Summary** Fox Factory is a highly respected …