Posts
Where does investing edge still come from today?
Everyone has access to the same filings, transcripts, screeners, data platforms, and now AI. So where do you think the edge actually is today? What’s still genuinely hard to replicate?
Is the clownish market upsetting anyone else?
Todays the big day. Where we see a company ipo over 2 trill based on a story. SpaceX appears to be TSLA on steroids. Promising the future in some way shape or form In the meanwhile you have value traps like paypal and Adobe dropping due to the very same …
I drove an RV through Wyoming and spent the whole trip thinking about why the financial press gets monetary policy completely wrong. Here's what I own because of it.
The WSJ just ran a piece saying tech does well during rising rate periods. The data goes back to 1999. What it misses: two of the biggest rising-rate periods were coming out of the 2008 crash and COVID. Of course tech does well when the alternative is the economy being …
People keep talking about AI bubble, how about Space bubble?
I mean we can see AI happening all around us, with perhaps 200m people or more using it on a daily basis and the biggest adopters of this are just like companies with positive revenue, crazy earnings yoy. It is changing the way we have been living for good or …
One last pump before the downhill ride?
If you look past the stock price itself, volume is the true indicator right now. The occasional massive up-days under Trump create an illusion of a healthy market, but the underlying momentum is trending down. The biggest tell is the bearish divergence: as stock prices push higher, trading volume is …
What companies could be the next autozone?
Autozone achieved a 100x by having a moat in car parts that is relatively unchanging, and buying back tons of shares, with over 90% retired. What company now, could do that, that has a ton of generated FCF and a steady stable underlying business with some sort of moat? I …
SEC asks public comments to drop “best price” rules of 2005
We can discuss here or on the r/investing sub. Eventually, I will try to pull together important comments and repost them to all subs that I am reposting this to. It is important to feedback good comments and in timely manner ie 60 days.
SPGI S&P Global
Any interest in $SPGI at these prices? The stock is trading near some of the lowest valuation multiples we’ve seen in years while the core business remains incredibly high quality. The ratings business operates in a near-duopoly and benefits from a long-term tailwind as global debt issuance continues to grow. …
ServiceNow: great buy or value trap?
If anyone here understands SaaS, can they provide some insight on whether they see $NOW as a great buy or a value trap. All the analysts have a buy recommendation on it but the market doesn't see it that way.
I think this subreddit still has gem
1 year ago CROX was one of the most recommended stock alongside PYPL. One has gained and ther other not so much. I do believe that with time the subreddit may once again be filled with stock analysis and not ai slop. One where we hold for long term. Where …