Posts
Reminder: Hyperscaler Capex is bigger than Federal Stimulus Package
I don't have any new picks to share - MCD, DKS, and DG are all just sort of hanging out since I picked them up a couple weeks ago - and I don't have a ton of cool DCF analysis to compute fair value. But when you consider what's fair …
Why I think $CMCSA is undervalued now?
Currently, the market is concerned about competitive pressures facing CMCSA. However, CMCSA's core business is concentrated in broadband services, while 5G signals and Starlink inherently have natural physical upper limits on their coverage and capacity. In addition, the market has undervalued CMCSA's theme park segment, which has now become a …
investing v/s trading ?
I’m completely new to the stock market and trying to understand the different approaches. For those who have experience with both long-term investing and trading, which did you learn first, and what helped you make that decision? I’m mainly interested in hearing about your learning experience and what concepts you …
Investing v/s trading
What’s the real difference between investing and trading? If you’re a complete beginner, is it better to focus on long-term investing first, or is learning to trade worth it from the start?
What Would Charlie Munger Say About SpaceX?
I really like Charlie Munger's talk *The Psychology of Human Misjudgment*. I've also been following the SpaceX story, before/during/after the IPO, and I can't help but imagine what Munger would think about this. It's safe to say he wouldn't be a buyer. Anyway, I thought it would be interesting to …
Help me understand Ratios
Hi Everyone, i find it a bit difficult to understand ratios and connect them all together to analyze a stock. Could you please help me understand them or give me resources that help?
Netflix: From growth darling to value pay?
I spent the last few months going through Netflix and after the recent sell-off I think the stock has become interesting again. For sure not screamingly cheap but surely a very good business where expectations have finally come down. NFLX is around $74 right now and aboit 45% below its …
Celebrus Technologies continues aggressive buyback before Q&A on the 13th August
Huge news dropping. Look at the insider activity. All of below has happened since the company announced three new deals, with no information given to how important these deals are for the company. 75k shares announced today repurchased on top of Fridays announcement of 52k shares, in addition to the …
SaaS is a terminal patient, AI agents are the cancer
I think the current rebound of SaaS is just a short resuscitation rather than coming back to live. AI is a cancer to SaaS, CPR won't help revive it rather just a short resuscitation. Big software companies show good numbers because there is a chemotherapy in the name of "AI …