Posts
McKesson Deep-Dive ($MCK): A 20% Panic, and a Structural Margin of Safety
Hey everyone, I wanted to share a quick fundamental thesis on McKesson Corporation ($MCK) following its recent \~20% correction from its peak. I've pasted the link at the bottom of this post for anyone who wants to read more in-depth. The stock dropped from nearly $1,000 down to around $740, …
Invested in Service Now ($NOW) for 105 shares at $113.00 per share. What are your general feelings about this Company and its ability to recover?
I have done weeks of research into this $NOW stock, and I believe that it's one of the best investments I can make at the moment because when people are fearful, buying is the way to go. This is a highly profitable company, and most people are still worried that …
Future-proof investing considering biophysical shocks
Hi r/ValueInvesting I've long stayed on the sidelines of the stock market, considering myself a permabear and very pessimistic about the future reliability of financial systems. I believe this post fits the subreddit because **I do not think the market is pricing in the reality of changes** which will be …
Why the SaaS crash is a massive gift (The Peter Lynch Play)
SaaS giants like **INTU, ADBE, CRM, NOW and others** are down big. I’ve already started building positions in a few of these, and honestly, I’m happy to see the prices fall even further as long as the underlying numbers stay solid. But the next 6 months are a huge opportunity …
Dorian LPG (LPG) — Graham Screen: 5/7. P/E 11.35x, 7.34% yield, OCF > Net Income every year for 5 years. CEO bought twice. Not a recommendation.
# Dorian LPG Ltd. (LPG) — Financial Analysis Report # For the fiscal year ended 2026-03-31 # Executive Summary Dorian LPG delivered a strong financial recovery in fiscal year 2026, with total revenues rebounding 36.3% to USD 481.5 million and net income more than doubling to USD 193.7 million, yielding …
Space X - The Big Debate
Everyone would have seen the dramatic dip over the last 24 hours. I’m curious what everyone’s honest thoughts are here. Do you genuinely see SpaceX dropping below $100 a share, or do you think there’s too much support behind the company for that to happen? Whether you like Elon or …
I wrote up 5 alternative investment strategies that can diversify a portfolio
I wrote up a continuation of the diversification post I shared last week, since many people seemed to like that one. The previous idea was basically: diversification is not about owning more stocks. It is about owning different risks. This one is a bit more practical. I looked at 5 …
Anyone else loading up on NOK? Conviction got way higher this year
ok hear me out on Nokia. started a small position around $7 last year, honestly wasn't fully convinced back then, had other names eating up the budget. added a chunk a few months ago and now sitting on what feels like real conviction for the first time. saw a post …
Adobe is down to 2018 levels, and is trading 5x to 2030 earnings
Adobe stock is going through a massive selloff, and trading at 2018 levels. I think the market is being a little panicky with Adobe and I partially agree that a $500 million ARR step-down by going freemium would obviously be concerning to shareholders. But Adobe has done this before, and …
If you are hyper bullish on GLPs… what investments do you consider?
Keeping a long story short I recently got on GLPs for alcoholism and it worked almost immediately (I am not overweight) Within a few weeks my bloodwork retest showed massive gains. I’m eating drastically healthier, and exercising and sleeping better. I’m quite bearish on alcohol and certain fast food chains …