Posts
Grab- long term
Whats your opinion on Grab for a long time investment? Grab is big in SEA and doesnt have any presence, yet, on western world. Do you think its a good long term hold? Has anyone bought any recently?
24 y/o Canadian building my first real portfolio, drop your highest-conviction stock and tell me why (I'll actually research every one)
Drop your best Not looking for hot tips or Reddit moonshots. I'm 24, Canadian, and I've spent the last few months building a real framework for evaluating stocks, valuation discipline, PEG ratios, free cash flow, business model clarity. The whole thing. Now I want to stress-test it against what *you* …
UiPath - a contrarian play
Tired of posts about Adobe, Novo, PayPal, and whatever other falling knives people are trying to catch? I have an actual deep value play for you. This stock is down 80% since IPO, which has caused Wall Street to ignore it. They’re sleeping on the company’s fairly recent agentic AI …
Agentic AI for Travel - Will Sabre's Transition bring its lost Value?
Sabre Corp just rebranded and completed an AI overhaul that's gotten a lot of attention as of late. Stock recently dropped to all time lows and possible take over by CSU Constellation Software was underway in which invoked them to take Poison Pill They just unveiled a new logo with …
Which stocks do you truly believe in?
You know, these stocks where you wouldn’t mind putting a large part of your savings in and not checking again in years Not that I’d recommend anyone doing it but finding these stocks that you have true faith in gives you a peace of mind and I’m curious which stocks …
Despite today’s rally, my risk model still points to a transition market (Stage 2)
I track the market using a framework that combines macro indicators, volatility and breadth to classify the current **risk regime**. Even with today’s upside move, the data still suggests we’re in what I call **Stage 2: Transition**, rather than a clean risk-on phase. Some of the current signals: • ISM …
Is there any thesis why bitcoin and software stocks are going up today?
I just dont understand what happened, a lot of software stocks are recovering massively, I see huge volumes coming in the igv etf and bitcoin is also rallying like crazy. Does anyone have any explanation why this is happening. Is it just a dead cat bounce ir something because I …
Autonomous humanoid robots are underestimated relative to AI.
Autonomous humanoid robots are to manual labor as AI is to knowledge worker desk jobs. The value created could be massive considering you might be paying a manufacturing work or tradesmen 100k a year to work 40 hours, yet the robots can be purchased for 20-40k and work 24/7 and …
Companies that will profit from rebuilding of us bases
Are there companies you can invest in that build US bases abroad.? With all that is going on in Iran I would think these companies will have a lot of business and knowing the government will be paying them I would think they have good profit margin.
Data center stocks are over hyped investments try this instead
I'm convinced data centers are over hyped investments. Because everyone wants to be apart of the new tech and will miss out on this investment. The old technology the electric companysies The electric companies are needed more to power the new data centers. Prove me wrong . Electric company stocks …