Posts
Reddit
by [deleted]
February 13, 2026
Sanity Check 2026
Reddit
by timestap
February 11, 2026
The SaaS bloodbath: opportunities and perils for investors
Reddit
by [deleted]
February 9, 2026
REITS, Private Market Discounts, and Déjà vu at $FSP
Reddit
by dwshorowitz
February 5, 2026
$500m market cap sweet spot
As I screen for undervalued companies, it seems there's a sweet spot right around $500m market cap. Last month I stumbled upon Miller Industries (ticker: MLR), the dominant player in tow truck systems. Low debt. Low multiples. Cyclical compression. Growth drivers: international expansion, military contracts, robotics (FWIW). Roast me. Last …
Reddit
by [deleted]
February 4, 2026
Optical & Networking Supercycle at the heart of the AI Revolution
Reddit
by [deleted]
February 2, 2026
Death, Taxes, and Garbage: The Story of WM
Reddit
by tandroide
February 1, 2026
US Trucking Primer II : Truckload Carriers Overview
Reddit
by unnoticeable84
January 31, 2026
How I Think About SBC in Valuation
Reddit
by [deleted]
January 28, 2026
Damodaran - The Trust Deficit - Bonds, Currencies, Gold and Bitcoin in 2025!
Reddit
by [deleted]
January 26, 2026