Posts
Moat oportunities in AI
Hey Guys, first of all, I am super new to investing so go easy on me :3 I know that everyone is concerned about AI bubble etc mainly centered around what will happen if alll the data centres we build end up being useless. I was personally super bullish on …
Wall Street Won't Tell You This... I Ran the Math on NVIDIA and the Results Are Interesting
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Healthcare sector supply chain
Are there any resources to learn more about the healthcare sector supply chain? I want to learn about the main levels, main players in the industry within each level, levels which are most susceptible to external factors (e.g., regulatory) vs ones that are immune, levels that own pricing power etc.
Food and Beverage Opportunity?
I've noticed that the stocks of Food and Beverage companies are getting crushed over the last 3+ years. Many are down to the lowest prices in 20+ years. Thoughts on whether this is simply a market rotation chasing tech vs a genuine collapse of CPG companies? Earnings are definitely down, …
$ASTS tell me the downsides
Is this not the best value play on the market? EPS: -$0.77 vs. estimate of -$0.28 AST SpaceMobile reported quarterly losses of 77 cents per share. Revenue: $31.52M vs. estimate of \~$34.98M Quarterly revenue came in at $31.52 million. company still targeting satellite cadence toward 45 BlueBirds in orbit  …
value investing vs S&P index
Do you compare your stock portfolio with S&p or other indexes over the years . I realized that most portfolios performed poorly because the s&p is going 14% annually now. Asking because - the capital gains tax and state income tax have hindered me to sell / balanced portfolios with …
Under valued stock
Can't believe no one knows any under valued stocks with less than $5 .....
Thoughts on Energiekontor? (EKT)
I've been looking at this european smallcap that essentialy is a REIT for offshore windmill farms. They earn money by lending these parks to energy companies while getting a rent and a % of the profits generated by the electricity. They seem to have had a rought few years, but …