Posts
ICE - Intercontinental Exchange
Curious what people here think about ICE — Intercontinental Exchange. I’ve been looking at it more lately and it feels like one of those businesses that is easy to underrate because it doesn’t screen like a “cheap stock,” but the business quality is pretty obvious. They own critical financial market …
ADBE being recommended by youtubers
There are so many youtubers promoting this stock, and some of them have 100,000+ followers (e.g. Jeremy). They have been recommending the stock for over a year, so if anyone followed their recommendations, they are down like 50%. And it's not just Adobe, but also Nike, CRM, Paypal, etc. I …
If SpaceX were valued like Boeing, most SpaceX shareholders would be crying right now.
Based on tangible assets, current revenue, debt levels, and traditional aerospace valuation metrics, SpaceX's implied share price would be somewhere between **$0.13 and $2.46 per share**. Yet private market investors continue valuing it at hundreds of billions. Why? Because nobody is buying SpaceX for what it is today. They're buying …
ADBE Risks
Wanted to create a post discussing every Risk that ADBE faces right now. We all know the valuation looks good, there’s no point discussing that. The investment thesis for Adobe solely rests on how well they can mitigate the risks that they face. Disclaimer: I’m of the opinion that the …
Looking for a Munger/Li Lu-style sparring partner for deep value research
Most people out there are just collecting tickers or chasing macro noise. If you prefer spending weeks reading hundreds of pages of filings just to find the one asymmetric bet where the odds are overwhelmingly in your favor, let's talk. I’ve dug up a few boring, unshakeable businesses currently trading …
Tool for finding special situations
I built a free Live Feed of US special situations as part of Special Situations Digest. Real-time SEC filings, filtered down to the events that actually matter: activist stakes, going-private deals, tender offers, spin-offs, strategic reviews, restructurings, capital returns. No signup, no paywall. Just signal. Check it out: [specialsitsdigest.com/live-feed](http://specialsitsdigest.com/live-feed)
Accenture (ACN): Buy | Price Target $235 | +35% Upside
New report. Interested to hear your thoughts on ACN and the SAS selloff as a whole
Writing a Practitioner's Guide To Valuation - Thoughts?
I'm curious your thoughts on the idea of writing up a series of blog posts or a short book, even, that covers some of the 101 principles of valuing a company. The idea would be to make it super accessible in terms of readability and can very slowly introduce some …
[Week 20 - 1984] Discussing A Berkshire Hathaway Shareholder Letter (Almost) Every Week
**Full Letter:** https://theoraclesclassroom.com/wp-content/uploads/2019/09/1984-Berkshire-AR.pdf **Letter Only** https://www.berkshirehathaway.com/letters/1984.html This week we will go over two segments on two fully owned businesses that have had extraordinary years, Buffalo Evening News and Nebraska Furniture Mart. Also the acquisition of a large stake in ABC and Capital Cities in return for funding their merger. Along …
What happens when Elon Musk is no longer leading his companies?
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