Posts
Microsoft vs Amazon. Which one at this value?
I’ve been digging into both Microsoft and Amazon, and they both look roughly fairly valued right now depending on what growth assumptions you use. I’m trying to decide which I’d rather overweight long-term (5+ years). Any thoughts?
Does a public offering destroy shareholder value?
I am new to investing, could you explain this to me. Say a company is trading at $1.00 with a 10 million dollar market cap. They then give a 5 mil public offering at $0.50 per share. Upon the announcement, the company's stock plummets to around $0.50 per share. They …
Anyone else following the $RXT implosion?
If you're interested in seeing a company fall to zero in real-time, $RXT is some prime-time viewing. For context, Apollo Management bought it for 4.3B in 2016, eviscerated the culture and expertise, offshored as much as they could, and now have successfully destroyed 99% of their investment. It's now sub …
TDOC: $2.5B revenue, $860M market cap, $14B in goodwill destroyed. Two businesses hiding in one ticker.
TDOC isn't one turnaround story. It's two businesses stapled together. One looks like boring infrastructure. The other is shrinking fast. The market is pricing the whole thing like it's mostly the second one. I work in clinical operations (20 years) and started reading Teladoc's SEC filings when they began acquiring …
When stock market goes up/down, is it retailers driving it or institutions?
..Put another way, who has the biggest influence on the markets.. all retail traders or all the big institutional traders? ...Put yet another way, who has more buying power.. all of retail or institutions? ...i understand institutional traders do/can collude to push markets in the direction they want but they …
Investing in healthcare, which stocks or efts
I am interested in investing in healthcare. but I don't know here to start as a beginner in investing in healthcare. (i do mostly indexing, and about 3-5 stocks that I am familiar with) are there healthcare stocks that are not so sensitive to what happen to government policies or …
Longterm young investor thoughts
Hi all, If I am a longterm investor - this is a good time to buy right. I am in my 20s these are the stocks I am thinking of entering Shopify Spotify Netflix Uber Amazon salesforce Robinhood at 50
What has happened to NFLX stock?
The stock is down more than 25% in the past year. Down more than 5% today. I can’t figure out what’s causing this, considering it’s the undisputed leader in the space (along with YouTube). Does anyone know?
I'm making 55 cents a day in SCHD dividends. (Trying to find something in my otherwise bleak life to feel good about.)
I own 176 shares of SCHD, the dividend yield is currently 3.62, and the SCHD share price is currently $31.76. Based on all that, I'm making roughly 55 cents a day in dividends. (For growth, I also own 16 shares of SCHG). I've been feeling really terrible about myself these …
Avoid RDTL and go long on RDDT. The fact remains: this is the absolute best time to buy.
While Reddit's (RDDT) EPS soared by 244%, rising from $0.36 in Q4 2024 to $1.24 in Q4 2025, the stock price paradoxically dropped from $214 to $140. This shift caused its Run-rate PER to plummet by 5.2 times, falling from 148 to 28. Despite achieving a staggering 244% year-over-year EPS …