Posts
Intuit vs Adobe
I'm already down 23% on my Adobe shares. Pretty conflicted on whether or not I should average down or put that money on Intuit. Both soared up quickly two weeks ago after the $SNOW earnings beat but have quickly come back down to new lows. I know the narrative is …
Why Netflix is understating it's income
# **Edit: Added a short therm thesis up front to TLDR, make sure to read up on the full article for the full analysis.** # Overall Thesis - Short format Netflix's growth outlook is driven by three self-reinforcing forces. First, the advertising business is scaling rapidly and is expected to …
Fiserv repeats guidance for 2026
Today Fiserv published news that also included a 8$ per share earnings forecast lower bound for FY 2026 . At the current price of 49$ the forward EBIT/EV yield is 11.5% (not 5%) . Seems like an attractive valuation assuming the earnings don't continue to decline further. The last two …
VRRM - Los Angeles to contract with Verra Mobility launching the largest speed safety program in California
6% up today. This one is so beaten up, any good news it is going to rip The government contract is almost a monopoly. I did another deep dive on the possibility of AVIS actually being able to replace VRRM in house. Technology it is not impossible. However the actually …
Yes, INTC Should Raise Equity
Considering INTC's recent share price increase, should they raise equity in order to take advantage of the growth opportunity in Foundry? This article does the math behind a theoretical 10% equity dilution + EPS impact.
Evolution revisited
Since some good years now there were many posts about evolution ab, which was trading at very reasonable valuation with good growth. The stock has moved only one direction, and growth has gone negative, most bullish substacks sold their shares, and nobody cares anymore. I think it’s the moment to …
Weekly Stock Ideas Megathread: Week of June 15, 2026
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other users' posting/commenting history before following advice or stock recommendations.* *New …
Opal Fuels - My first thinly traded value play. Don’t know what to expect.
I think Opal Fuels is a great value. They make solid revenue and profit, they’ll continue to increase rev Y/Y for the foreseeable future. Does the super small float keep big investors away? I’ve never held such a thinly traded stock so I’m unfamiliar with the market dynamics.
Some or ALOT of Thoughts on Semi-Annual Reporting.
Genuinely long post. Sorry to being late to the party on the discussion on semi-annual reporting.
Sanofi: defensive pharma with a new CEO for potential turnaround
Sanofi share has been flat for a decade, despite continuously increasing dividend every year. They also have the fourth-biggest selling drug in the world: Dupixent, which they co-developed and co-owned with Regeneron. They make €47B in revenue last year, €19B from Dupixent. But Dupixent is losing its US exclusivity in …