Posts
Micron ($MU): AI has raised the floor but has it killed the memory cycle?
Hi guys, I'd appreciate it if you shared your thoughts about the valuation of Micron. I know it's not a value stock right now but I hope the subreddit is suitable for a general valuation discussion, reverse DCF models etc... as well. Can be deleted if not. # Intro Micron …
Netflix is plugging password sharing loopholes
Netflix is introducing multi factor authentication (Face ID, etc) tied to individual profiles beginning July 7. They will eliminate the loophole of traveling and SMS codes that has kept password sharing going. Before the first round of password sharing restrictions a few years ago, Netflix had estimated 100 million households …
Is Wetouch Technology WETH a Value with $10/SH Cash?
Wetouch Technology primarily produces touchscreens for the automotive, medical, industrial and other specialized industries. WETH ($1.22 close) has: **\*$120M in Cash** **\*1.72 PE** **\*0.71 TTM EPS** **\*No Debt** **\*<0.10 Price to Book** **\*Growing YOY Revenue and Net Income** **\*$10M/YR, 5 Year Siemens Contract** Yes, it's Chinese, but can these numbers …
Can anyone show me examples of individuals or orgs that predicted SaaS downturn in q1/2 of 2025?
Love giant pubs cutting price targets and downgrading SaaS companies after they are 40-70% down YTD. Very helpful. Curious if anyone knows of anyone who has actually provided an accurate prediction for SaaS when they were at all time highs? Thanks for any help!
10 Undervalued Wide-Moat Stocks Worth Buying Right Now — Morningstar
I agree with quite a few of these and continue to appreciate MS’ valuation method and moat rating system.
Investment Baskets for Beginners created by community
During Covid there was a time when I had invested in over 100 stocks and some 15 Mutual Funds. I used to explore all the ideas and then invest in them. While this felt awesome , it did not materially give me better than index returns. So I shifted to …
The SaaS Apocalypse: The Absurdity of the "SaaS Doomsday" Narrative Buy $MSFT $NOW $CRM $SAP $TEAM $WDAY When the Market Is Most Afraid
> # Part 1: Software Moats Are Never About Code — They Are About Ecosystems and Standards The SaaS doomsday narrative comes in two classic variants, both circulating widely across X and financial communities, both sounding plausible on the surface, and both making the exact same fatal mistake. # Variant …
NVIDIA just had its best quarter ever. Here's why the stock doesn't care.
The short answer: **everyone who can buy it already owns it,** and the revenue lines that would force a model revision haven't printed in a quarterly filing yet. The long answer: On May 20, NVIDIA reported $81.6B revenue, up 85% YoY. $91B Q2 guide. $48.6B free cash flow in a …
Time to buy NOC?
Hey everyone. NOC is an aero-defence company that has a total monopoly over the US nuclear triad. It's slightly undervalued now; isn't it time to consider this stock for value investing? Haven't seen many posts about this stock. What are your thoughts?
Best serial acquirers in Europe
Hi all, I am looking for suggestions of serial acquirers / compounders in Europe to invest (long term horizon). I know a few, particularly in the Nordics (Investor AB, Lifco,…), but wanted to get some additional suggestions. Which do you think are most attractive and why? Thank you!