Posts
The Easier Trade
I don’t know which companies will profit from AI eventually, because there are a lot of companies in the race and I don’t know who will win. Maybe open source, maybe google, maybe Microsoft, maybe OpenAI, maybe Anthropic… But what I know for sure is that AI is getting better …
Mercado Libre vs Sea in Brazil
During Sea's Q2 2026 earnings call last week, it was mentioned that they are growing faster than their competitors in Brazil, taking a shot at MELI and hinting that they are winning the competition. Since 53%-55% of MELI's revenue is coming from Brazil, is anyone worried about them losing market …
$UBER Undervalued in $70's
The core business is doing everything right. Bookings have grown over 20% YoY for four straight quarters, EBITDA is up 33% YoY, margins keep expanding, and membership plus cross-platform engagement are both at all-time highs. Management is even guiding toward reaccelerating buybacks. Yet the stock is stuck trading at just …
Any Morningstar (or other) subscribers out there willing to provide feedback?
Robinhood Gold ended their partnership with Morningstar earlier this month, and I’m trying to decide if I should pay for a subscription or not. As a 50/50 value/growth investor, I really appreciate their valuation method and am already familiar with many of their sector analyst’s biases, which is why I’m …
Hyundai Corporation Holdings (KOSPI: 227840) — the licensing business earns ₩26bn a year and is on the balance sheet at ₩0.1bn
Hyundai Corporation Holdings (KOSPI: 227840) licenses the HYUNDAI trademark for electronics, tools and small generators outside Korea. Nothing to do with the carmaker — the rights came from Hynix Semiconductor, the former Hyundai Electronics, in 2007. That business earned **₩26.0bn of operating profit in the last twelve months**. Its net …
Looking for YouTube channels for deep analysis on stocks and metal.
Hi everyone, I hope everyone is doing well on their ends. Hi I'm a swing trader and generally I trade gold and stocks. Just started to learn how to do fundamental analysis on stocks and gold. So can anyone suggest good youtube channels for going deep down and understand macro …
MAG 7 Ranking
Taking all factors into account, please rank your favorite MAG 7 in order of preference from 1 to 7.
AI is likely to increase concentration, not eliminate it.
Two opposing views below, **Law of large numbers argument:** “Google is already enormous, so it becomes harder to grow rapidly.” **Pareto/power-law argument:** “If AI dramatically expands the economic pie, the strongest platforms can become disproportionately larger because advantages compound. In accordance with the Pareto principle, major technological shifts can produce …
Moderna market cap doubles, almost triples
Mr Market going crazy again, but doubling (almost tripling) its valuation of Moderna OVERNIGHT. I’m amazed to not see a large scale discussion of this, on this sub. Edit: Clearly super crazy with me calling Mr Market Mr Crazy haha! Sorry about that
Paretos Law
**Law of large numbers argument:** “Google is already enormous, so it becomes harder to grow rapidly.” **Pareto/power-law argument:** “If AI dramatically expands the economic pie, the strongest platforms can become disproportionately larger because advantages compound. In accordance with the Pareto principle, major technological shifts can produce highly unequal outcomes, with …