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The information reports USDA has let ONE of it's SalesForce contracts expire
>The U.S. Department of Agriculture, which spends about $3 billion a year on IT, uses Salesforce for “pretty much everything” including case management and maintaining its public facing portals and websites, according to chief information officer Sam Berry. But over the last year, the sprawling agency reduced its use of …
Update on Charter.
My mistake!! The bond tender was intially extended to Aug. 12, but has since been further extended to August 18, with closing to take place Aug. 20. Sorry! Today is the last day for the bond tender. Charter should announce the results no later than tomorrow and perhaps today after …
Nike: Down 75%, insiders are buying
Nike is down 75%, so I decided to look into it. TLDR: \- It was overvalued to begin with. \- The decision to go all-in on online was pretty much a self-inflicted wound. They wanted to keep the gross margin. In the end, got a lower operating margin. \- Elliott …
AppLovin - What am I missing
I can’t see why the market is so down on AppLovin. It is down 50 percent YTD and continuing to drop. I am not diving in yet but it is becoming very compelling to me. The Q2 results were good. Revenue continued to show explosive growth (small miss to guidance, …
Pentair/PNR is undervalued. LONG
Hello people. I was analysing the recent q2 10-q filing and 10-k report for Pentair/PNR today on august 11 2026 and the market overreaction on this stock is pretty wild right now. the stock is sitting around 67.07 dollars per share which puts the market cap near 10.7 billion dollars. …
AI is not just a capex story
Capex spending has dominated the AI narrative recently (META and GOOG took big hits, after raising the capex spend for the rest of the year), and people are worried that the spending might not result in a return on investment. As a person who runs an independent research service, AI …
Brightstar Lottery heading towards solid Q3 earnings after promising Q2 report. Value incoming.
Market cap $2.06bn - ticker BRSL $11.22 SP P/E 8.65 (Google finance figures) This is my biggest holding, currently in profit. Averaged down massively at $10 a share. Firstly, (if you're in the UK) Brightstar lottery is incorporated in the UK and therefore you don't pay the tax on the …
Is it worth rotating between the Magnificent 7, or is it better to just never sell?
Let’s say you own several Mag 7 stocks and one of them has gone up significantly, leaving you with a 30%+ unrealized gain. At the same time, another Mag 7 company has dropped considerably and you believe it has become undervalued relative to the others. Would it make sense to …