Posts
After a few months on this sub, a funny contradiction in the most frequent comments I see: "AI slop", "Coping because they missed out on the AI bull run".
nothing to add. just a little funny to me.
Where to find value when everything has had a bull run?
Serious question. New investor here and no matter where I look, all stocks and ETFs have had significant rallies during the recent years. I'm not talking about AI and quantum, I'm talking about firms in adjacent industries and in different geographic regions, be it Prysmian, Linde or even Sumitomo. I …
Betting on stocks is not the same as betting on technology.
There's a lot of talk, and strong arguments, in two opposing directions at the moment: 1. AI is the future, and the revenue growth from the infrastructure layer is real. 2. The ROI for AI applications is lacking, and we are approaching, if not already in, a bubble. I don't …
The most overlooked AI play? Deep value? TICKER: TEP.PA
I recently stumpled upon Teleperformance SE. A generic call center & digital service business provider. Trading at a TTM PE of 8.63. So why is Teleperformance SE interesting? One of the most important touch points in the customer journey, is the post purchase segment. In this segment, the company can …
Oracle's numbers are insane but the stock just won't stop falling. Down 25% in two weeks.
Oracle reported Q4 FY2026 a week ago $19.2B revenue (+21% YoY), cloud infrastructure up 93% to $5.8B, EPS of $2.11 beating estimates by 15 cents, and a record $32B in operating cash flow for the year. Backlog sits at $638B. ​ The stock opened 10% lower the next morning and …
BMW is why you do not buy cyclical businesses at low PEs
Cyclical industry investing is challenging. When business is booming, earnings soar, making valuations look very attractive. However, these high watermark earnings levels are susceptible to rapid decline from any macroeconomic or competitive supply shocks. The auto manufactures have always been susceptible to reality. Making cars is not a very good …
Thoughts on INGR as a dividend/value holding?
First time caller, long time listener. ​ I am 38. Looking at building a div income sleeve that I can access in about 10-14 years. All of this would be in a taxable account and probably never go beyond 5-7% of that acct in my overall portfolio. ​ Ingredion (INGR) …
Hot stock picks with high moat
I m not sure if this sub is the right place for a topic like this, but I d like to share with you my high risk but high potential stock picks. I did a lot of research on them before and realized that they got a rly good tech …
Factor ETFs vs Lowcost Index ETFs
Mainstream index funds have a flaw. The bigger a company gets, the more of your money goes into it. The top ten S&P names are around 40% of the index right now. You are not buying 500 companies. You are buying ten, with 490 along for the ride. ​ Factor …
Critical minerals are becoming a government capital story
The critical minerals trade is starting to look less like a normal commodity cycle and more like a government strategy cycle. Canada is offering Italy priority access to critical minerals. The EU is shortlisting projects in Brazil. Germany is expanding its raw materials investment fund. Singapore is launching a green …