Posts
Opinion on JD com
Hi, The latest thread I could find on this stock is about two months old, and the share price has since fallen to around $29, so I’d be interested in hearing some updated opinions. **Pros** 1. Margins of the core business is improving 2. Large net cash position (24bn in …
(Hypothetical Qn) what are some of the companies you have on your watchlist that you have earmarked and would buy during a broad severe correction
I know people hate these kinds of question as it can be quite provocative to those who are 100% vested but what do you guys intend to pile on if there is a broad market correction? Especially the ones that are currently overvalued This question may be most appropriate to …
A biotech stock I think is currently UNDERVALUED and why: RARE
Ok, the ticket is RARE, Ultragenyx Pharmaceutical Inc., with a market cap of $2.6B on revenues of $717M TTM. They already have four approved drugs bringing in revenue. They are however currently unprofitable which is the issue and why they are undervalued because the market is pricing in a capital …
Pepsico [PEP]
At the current levels of 18.5 PE the company is projected to pay its investors about 4.12% in dividends. Compared to SCHD 3.13%, that is great! At current prices the stock is almost 20% off of all times high, And trades at a 30% discount compared to its duo in …
Reddit Stock
What do you guys think of Reddit stock as an investment? It's my first time really using Reddit, and I find it somewhat addictive in a positive sense. It's not like other social media, where people often present a fake image. At least on Reddit, we can extract value from …
So, wall street analysts are “always” wrong.
So, hear me out. If they are right , there won’t be surprises, as more than not, earnings announcements after market, stock does one of the 3 things. Up 25%, down 25%, moves sideways. Ok, so why are the analyst’s estimates are “almost” wrong? Because exactly these 3 things happen. …
Does anybody know of any good fundamental focused investing platforms?
I am struggling to find a programmable fundamental-investing platform where all financials are normalized and auditable, every metric can be applied across the market, and you can create your own metrics
Kimberly Clark (KMB) should rerate after combination with Kenvue (KVUE)
# Combination would create a Blue-Chip Global Health & Wellness Powerhouse The consumer packaged goods (CPG) landscape is undergoing a massive transformation. With the planned $40 billion combination of two household-name giants—bringing together Kimberly Clark (KMB) with staples like Huggies, Kleenex, and Cottonelle with Kenvue's (KVUE) iconic health brands such …
How are ppl modeling out the hyperscalers capex? (MSFT, AMZN, GOOGL, META)
All the noise Im seeing on YT/blogs is ignoring the actual financial models. How would you model it out? For example, I think that in aggregate the four major hyperscalers (MSFT, GOOGL, AMZN, META) will end up with about $750B CapEx for CY2026. I think only about 2/3rds of that …
Where Will the Nasdaq Go for the Rest of 2026？
Hi,I write a article about my analysis and predictions on index100, and I’m combining the latest CPI and employment data, plus the November U.S. mid-term election, to gauge September Fed hike odds and Nasdaq’s second-half trend. I would love to hear different views and perspectives here. My Core Conclusion Based …