Posts
Berkshire is spending again, is Greg Abel changing the philosophy?
Berkshire just reported Q2 operating profit of $12.98B, up 16% YOY, while net income more than doubled to $25.7B. They also bought back about $4.5B of stock, were a net buyer of equities for the first time since 2022, including $10B for GOOGL, and cash and cash equivalents dropped from …
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Do you guys believe there is value with Adobe and Intuit?
I’m just wondering what this communities thoughts are in terms of if Adobe and Intuit, do they have good value at these prices? I have a small portfolio and chose these two stocks since I think they were so low in share price compared to the past yet still have …
Help me finish my portfolio?
Hi everyone, I've finally got a ETF portfolio and a monthly investment plan I am content with. Now I am looking for stocks to invest in. My portfolio holds 20k in various ETFs build for slow-ish growth with little real risk. I want to invest 5k, so 1/4 the of …
Bottom Line
Around 25 years ago, I remember reading a book by Robert Mikes titled “The World’s Greatest Investment; 101 Reasons to Own Berkshire Hathaway.” At the time its market cap was less than 100 B, currently 1.25 T. This was accomplished with a slight borrowing and reduced share count. The strategy …
The death of SaaS has been greatly exaggerated
# Despite talk of SaaSpocalypse, seat-based revenue has increased 2025 Apr: 65% 2026 Apr: 76% I do wonder how skewed this is, given that current AI companies actually also sell seat-based subs. Oh no! Anyway...
Someone here found a hole in my DCF last week. Fixing it broke four other things
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Is Zoetis a rare opportunity, or has the business fundamentally changed?
Zoetis has fallen dramatically after weaker US companion-animal sales, market-share losses, more competition and repeated guidance cuts. Those problems are real. But the valuation now looks unusually low for the global leader in animal health—a business with strong brands, high margins, recurring demand, global distribution and a broad portfolio across …
RMD: My Valuation of ResMed and Why I Stopped My Research
After analysing most of ResMed's (RMD) business, I came across three major headwinds: 1. GLP‑1 drugs 2. Philips recovery 3. Regulatory and Medicare-related changes in the United States Initially, I thought GLP‑1s and Philips would be the biggest threats to my RMD investment thesis. However, after spending a significant amount …