Posts
MFBP Bancorp Inc. ECIP Preferred Arb
Interesting trade here for anyone into event driven/ special sits. M&F Bancorp Inc. is being acquired by Optus Financial Corporation for up to $53.30 in cash - consisting of $46.57 at closing & up to $6.73 contingent on the bank repurchasing certain preferred stock. The stock trades around $48, (traded …
Not retiring on a 100% win rate - prediction time.
I'm not new to finance, but new to investing with my own money and backing my predictions publicly. Tomorrow is the AGM Q&A for the small cap Celebrus Technologies, CLBS ticker on the London stock exchange, current share price 102p market cap £38.6m The share price is currently down from …
iScream Media (KOSDAQ: 461300): 93% of Korea's primary teachers open its software every day, 31% operating margins, and most of the market cap is cash. Last week they finally started paying it out. [DD]
I have been reading Korean micro caps straight off DART for a while now. This is the one where I went back and checked my own numbers three times. Then last week the company did the exact thing that answers the main objection to it, so here is the whole …
Why don’t you guys global index and chill? Human psychology?
Genuinely curious. We know that the vast majority of active investors (and professional fund managers) fail to beat a simple global index fund over the long term once you factor in time, effort, and fees. For those of you dedicated to deep dive value investing and individual stock picking, is …
Hello value investors- I have a question
I know a lot of people here, probably the majority, prefer to research and pick individual stocks themselves. But I’m curious, do any of you also use value-focused ETFs as part of your portfolio? And if so, which ones? I’m particularly interested in hearing from people who like the value …
Amazon: everything lies in the margins
Amazon is my biggest position as I think it is the best company in the world at the moment. Their big tech infrastructure coupled with their logistics network that now features its personal aviation and its own starlink (Amazon Leo) is simply a deadly combination. The issue I have with …
Why Investors Fall for Shooting Stars - Jason Zweig, WSJ
The Intelligent Investor Jason Zweig [https://www.wsj.com/finance/investing/why-investors-fall-for-shooting-stars-b116f862?mod=djemintinvestor](https://www.wsj.com/finance/investing/why-investors-fall-for-shooting-stars-b116f862?mod=djemintinvestor) Why Investors Fall for Shooting Stars My colleague Spencer Jakab wrote last week about why investors seem to forgive fallen investing stars. A question that intrigues me is why investors fall for these shooting stars in the first place. * Leopold Aschenbrenner’s hedge fund …
Value stocks recent picks Comcast/Ford
(3 weeks ago - 2 weeks ago) Got in 8/28 calls 23 strike for like 100$ before it dipped to 21.50s for that one day bought more for like 45$ on Comcast at 23.50 sold 24.40 made like 80% \-could go to 27 but I think it will probably dip …
Wanting to start investing.
Hi I have about 10-15 grand saved up and I have everything I need currently and wanting to start investing to turn profit long term. What should I invest in, apps to use, and how much should I put in per paycheck as a college student? I currently make around …
Constellation Software Inc. Announces Results for the Second Quarter Ended June 30, 2026 and Declares Quarterly Dividend
First things that jumped out at me: \- 1% organic growth after adjusting for FX (last quarter I think was 2%). Their Maintenance and other recurring organic growth (2%) is the lowest we've seen (largely due to Altera business decline); it's 4% excluding that which is ok but still tied …