Posts
I bought AMRZ yesterday at $46.65
I picked up some shares of Amrize yesterday afternoon after my order sat unfilled for a few days, finally getting a fill at $46.65. I like the building materials space but hate the cyclicality, so AMRZ stands out because their earnings barely swing from year to year which is pretty …
Salesforce / CRM is undervalued. LONG
so i was looking through the latest sec filings for crm salesforce from the 10-k filed in march 2026 and the q1 10-q from may 2026 because the valuation right now is crazy cheap. stock is trading right around 190 dollars with a market cap of about 158 billion and …
The TTD Opportunity Is Too Good to Ignore
Yesterday, I made Trade desk 80% of my portfolio for the long term 5+ years. If you truly know what you own and have conviction in the business, short-term volatility becomes noise. The market can test your patience, but great companies reward investors who think in years, not days. 95% …
What are the current consensus "hate stocks" right now? Looking for modern-day META at $90 setups.
Every value cycle, the market consensus ruthlessly beats down a few heavily scrutinized names, writing them off entirely. Remember when META was universally declared dead at $90 a share while management burned cash on the Metaverse? Remember when PYPL and ADOBE were the absolute punching bags of this sub? It …
FICO Stock has great fundamentals, buybacks at a literal record high, and VantageScore only has 20% market share after being approved
One thing to note is that when lenders pull FICO score which is still the majority of what people use of course, they can pull VantageScore for free. Are they using both pulls when closing the loan? No. This was brought up by the CEO during the earnings call. Buybacks …
Why AirSculpt $AIRS isn’t worth it now, an opinion
\* This was removed and there was a mod comment to repost with the ai-generated flare. It’s not AI generated, but alas. \* There have been major overhauls in AirSculpt leadership after Yogi Jashnani joined as CEO. The corporate restructuring was desperately needed. The sales restructuring was desperately needed. The …
Wendy’s Slashes Dividend and Scraps Guidance as Activist Peltz Applies the Pressure- Barron’s
Wendy’s Slashes Dividend and Scraps Guidance as Activist Peltz Applies the Pressure By Mackenzie Tatananni Updated Aug 07, 2026 1:14 pm EDT / Original Aug 07, 2026 7:49 am EDT https://www.barrons.com/articles/wendys-earnings-dividend-stock-price-84214acb Wendy’s pulled its annual guidance and cut its dividend, citing falling traffic. Key Points \- Wendy’s pulled its full-year …
Citigroup Preferred Stock Offers a Juicy 10% Yield. It May Not Last Much Longer - Barron’s
Why Citigroup Preferred’s Juicy 10% Yield May Not Last Much Longer **By Andrew Bary** **https://www.barrons.com/articles/citigroup-preferred-stock-yield-redeem-739ee7ff** **Updated Aug 07, 2026 3:13 pm EDT / Original Aug 07, 2026 11:06 am EDT** Citigroup Capital XIII 7.875% Trust Preferred Securities are traded on the NYSE under the ticker symbol C Pr N. Key …
Best value in the industrial sector?
Curious to see what people like here as far as the industrial space goes. I've had pretty good luck in that area, feels safer overall to me rather than speculative tech, but also a lot of them have run up pretty good recently. Where are you seeing value currently?
BKTI seems to have serious multi-bagger potential
BK Technologies (BKTI) makes mission-critical land mobile radios for public safety agencies (fire, police, EMS). Right now, it seems to be showing a very attractive setup, with the launch of the BKR 9500 multiband mobile radio serving as the next leg of growth (on top of an already strong base). …