Posts
Calling a bottom in $MNRO
MNRO is the well-known auto repair/tire chain. The company has been suffering from the tapped out consumer for some time. Tires are the big revenue driver and higher oil prices have meant higher tire costs. The company has been aggressively closing poor performing stores. It is my opinion that the …
AI quantitative analysis of r/valueinvesting performance as a stock screener
I tested whether this sub actually helps you find good stocks. Mostly it doesn’t. I pulled every post and comment from [r/ValueInvesting](r/ValueInvesting) (2010–2026: 62,000 posts, 360,000 comments), extracted every company mentioned, and tracked what those stocks did over the following 3 and 5 years. To make it a fair test, …
18 Investment write-ups to look at
18 Company write-ups worth a look, all from within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com](https://gilescapital.substack.com) # Americas **Long-term Investing** on [**Alphabet**](https://sanj2f3.substack.com/p/alphabet-googl-b95) (🇺🇸 GOOGL US - US$4.2tn) Whether AI disrupts search queries or not is subject to interpretation. What's clear: queries just hit …
Weekly Stock Ideas Megathread: Week of August 17, 2026
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other users' posting/commenting history before following advice or stock recommendations.* *New …
AMD is way overvalued
AMD is currently way overvalued. It closed on Friday at about $514.41 per share. It has an enterprise value of $829 billion. It’s currently trading at about 107 in terms of enterprise value over a trailing free cash flow. In order for AMD‘s current valuation to make sense it would …
Jumia (JMIA): The Logistics Moat Is Finally Showing Up in the Margins
Jumia (JMIA): The Logistics Moat Is Finally Showing Up in the Margins *Jumia is the only real e-commerce and logistics platform at scale in Africa. It has never turned a profit, and management has guided to breakeven EBITDA in Q4 2026. Here is how I think about the business, why …
Columbia University Professor Paul Johnson Keeps dropping bangers
Honestly been loving his case studies a lot more than his course stuff. The job is all about getting the reps. The case studies are about breaking down the reps. That said I think the course stuff is alright as far as it breaks down his methodology but some of …
How do you keep track of important market news cutting all noises?
I do not want to this to be a promotion of what I am building and I will not name my app. But I like to understand how do you currently keep up with all the developments in the market and tracking important events(merger, lawsuite, important earning calls etc)? With …
The actual assets you buy are only half the battle
I'm going to offer a perspective that many investors might not think about on a day-to-day basis: the idea that investing is not just picking the right stocks, but so much more. Here are the main components involved: * \#1 - **Asset Purchased** (stocks, ETFs, bonds, etc.) * \#2 - …
The Capital Allocation Dilemma for Fortress ($FBIO / $FBIOP): Pure Math vs. Governance & Reputation. What do you think management does here?
Hey All, This is a follow up to my earlier post 6 months ago titled "The High-Yield Waiting Game: Why I’m Continuing to Bet on FBIOP Over FBIO Right Now", where I had proposed the arguments on why I considered the preferred FBIOP to be a better investment than the …