Posts
portfolio help/advice
i'm 21 years old and recently started investing using Schwab. i will be investing around $500 a month, wanting advice on what to add money to in the future (only ETFs?). Also curious what thoughts are on my allocation, i know its prob not the smartest to have two large …
Merger arbitrage: the 3 questions I think matter before buying any announced deal
I've been digging pretty deeply into merger arbitrage recently. Buffett used to call these situations "workouts", and I think they're one of the more interesting corners of value investing. the basic idea sounds almost too easy: a company agrees to be acquired for $50. the stock trades at $48.50. if …
Verisk Analytics Stock - Buy the Dip?
What do you think about Verisk Analytics Stock? Seems quite attractive at this current price around $164.
Air Liquide va racheter pour 4 milliards d’euros de ses propres actions en 2027 et 2028. Une première en 124 ans, un mois après l’entrée du fonds activiste Elliott au capital.
Air Liquide va racheter pour 4 milliards d’euros de ses propres actions en 2027 et 2028. Une première en 124 ans, un mois après l’entrée du fonds activiste Elliott au capital. Le titre a pris jusqu’à 4,1% lundi avant de finir à +0,65%. La question est de savoir si un …
Vistra, Constellation and the New Nuclear Power Boom
In this video, I look at two major recent announcements involving Vistra and Constellation Energy. Vistra is planning 433 MW of additional nuclear capacity alongside long-term agreements with Meta, while Constellation's new agreements with Google include 890 MW of additional nuclear generation from existing reactors. Together, that's more than 1.3 …
Investing today or waiting
Hi, Is it better to invest a lump sum today or wait 6-12 month for the more likely correction that everyone is talking about and has not yet happened.? Wisdom from you experts please. People have been talking about a crash/correction for a couple of year now and whilst there …
Meta undervalued, even now.
[](https://www.reddit.com/r/ValueInvesting/?f=flair_name%3A%22Discussion%22)Meta’s earnings already rival the hyperscalers, which is even more impressive given that Meta has no major cloud business. A significant part of Microsoft's, Amazon's, and Google's value comes from cloud. Remove cloud and their valuations would look very different. Meta is generating hyperscaler-level profits largely from its family of …
Soul Patts FY26 Results: Australia's Great Compounder Rolls On
After my last Soul Patts deep dive was well received I have written up some updated views on the company post the release of their FY26 results and reaching of an all time record share price. I've in particular got some concerns around the new global investment strategy which I've …
What stocks are you currently invested in?
Curious to see what everyone is holding right now. Which stocks are you currently invested in, and which ones are you most confident about at the moment?
Is Micron a good long-term AI investment?
I’m considering buying Micron for a 3–5 year hold. My thinking is that AI adoption may be much bigger and longer-lasting than a normal tech cycle. Every major business and government will likely adopt AI, while autonomous vehicles, robotics and AI infrastructure could create another huge wave of demand. If …