Posts
IS MICROSOFT BECOMING THE NEXT PAYPAL, ADOBE, OR UBER?
before everyone gets angry, i am not saying microsoft is a bad company. far from it. microsoft will probably continue making tens of billions in profit and be around long after we are all gone. my concern is whether the stock itself becomes dead money. paypal, adobe, and now arguably …
I will never forget being downvoted for saying MSFT is too expensive for a reasonable margin of safety
This sub continues to take L on companies they don't understand. If you project long enough with your MSFT positions you may be fine. But don't cry when you buy at a "fair price" and see -50% in your portfolio. LULU, Paypal, Fiserv, MSFT. I'm sure there's a couple more …
I spent a week pulling Pentagon AI procurement data from USASpending.gov. Found that BAH was sitting on a $6.4B AI contract ceiling while trading at ~$9B market cap. They announced a $720M acquisition this morning confirming the thesis.
I've been building a pipeline on [USASpending.gov](http://USASpending.gov) \- 30 million rows of federal contract data going back to 2020. I've written a few pieces on this data before, mostly about DOGE cuts and defense spending patterns. This one is different because the timing was quite fortuitous. **What is the CDAO?** …
Broadcom, Intel and SKYECHIP - similarity
Not going to make this too long. All of their ceo are from malaysia. All three leaders sit at the center of infrastructure demands for Artificial Intelligence. Broadcom builds the custom AI networking chips, Intel manufactures advanced node processors, and SkyeChip designs specialized High Bandwidth Memory (HBM) and on-die transport …
Don't understand why Microsoft and Meta have been punished but Google and Amazon appears to be doing well despite all of them have massive capex
Can somebody explain it like I'm 5?
Netflix- A good buy now?
Is Netflix a good buy at the current price now? It was down around 7% today. Do you see it bouncing back up to the 100s in the near future. Reading multiple articles about ad revenue growth but negatives state competition and content issues. Any insight appreciated. Genuinely confused. Fundamentals …
$SKYECHIP (KLSE/BURSAMY) - Similar to Broadcom
It is a malaysia stock under BURSA with 53% profit margin. The cap is still relatively small around $1B market cap. One of the director used to work in Intel, Broadcom and Altera. Lots of experience in overseeing technician work. Other director used to work in Intel and Altera as …
74x volume spike on TSX-V today – name change to “AI” + paid promo (we passed)
Hey r/ValueInvesting , Quick case study from today’s market action on the TSX-V. (Canadian venture market, my niche specialty) One micro-cap name (**MIVO.V – now Miivo AI**) saw its volume explode **74x** its average. The move? +3.9% on the day. **What drove it?** A name change riding the AI theme, …
Seneca Foods Corp ($SENEA) is a Small Cap Food-Packaging Company With Positive Recent Price Action and Numbers That Seem to Indicate This Could Be a Nice Value Play
Seneca Foods ($SENEA) is a vertically integrated food packaging company currently valued around $1 Billion Market Cap. It's business includes seed production, crop harvesting and packaging. Familiar brands include: Aunt Nellie's, Green Valley, and Libby's, to name a few. The stock price has seen a nice run up in the …
Smith & Nephew (SNN)?
I’ve been looking into Smith & Nephew recently and am considering starting a position at around the current price (\~1113p). A few things stand out to me. The share price is still well below where it was in 2021, yet the valuation doesn’t look demanding. Forward P/E is around 13x, …