Posts
Charlie Munger said investing in a new textile loom was a terrible idea because the benefits would accrue to the customers rather than the investor. I wonder if the same is happening with AI CAPEX.
I've been reading Poor Charlie's Almanack while watching Reddit freak out (and then rejoice) about markets. Meanwhile my holdings (ADBE, FDS, CMCSA, THC, BRK-B, CB) have been doing well. Of course we know that Berkshire Hathaway is named for a textile company Buffett bought and came to regret. When someone …
Reddit - earnings
Curious on opinions of yesterday's earnings and the resulting post market/pre market giant drop. Biggest catalyst for this seems to be a slightly drop in daily active users, hard numbers were great big revenue growth etc. But fear behind users and ofc, google or ai in general.
Swatch Group
Any thoughts welcome. I’ve been looking at Swatch Group recently, and I think the market has become far too pessimistic. The stock is being priced as if weak Chinese demand and the luxury slowdown are permanent. I don’t think they are. Swatch owns some of the strongest watch brands in …
‘Spider-Man’ Will Knock ‘The Odyssey’ Out of No. 1 This Weekend. Here’s Why - Barron’s
*(Pls go watch this show, I am a long suffering bag holder.)* ‘Spider-Man’ Will Knock ‘The Odyssey’ Out of No. 1 This Weekend. Here’s Why. - Barron’s By Janet H. Cho July 31, 2026 2:30 am EDT Moviegoers and film industry analysts have enormous expectations for Spider-Man: Brand New Day, …
Maths behind Johann Rupert's Reinet: 37% discount to NAV, of which 80% is cash and signs pointing to a wind down
We unpack one of the most compelling special situations out there today - **Reinet** at R446, traded on Johannesburg, Luxembourg stock exchanges and Euronext Amsterdam. ***1. Wind down underway*** Reinet sold its largest holding, the 49.5% stake in Pension Insurance Corp in Mar 2026. The sale to Athora / Apollo …
Comcast is down 20% in the last 6 months
Comcast is a behemoth of a company with cable lines, content , and Universal Studios Their major moat has been in licensing that spans all 3 three. **Cable** Let’s start with Cable Lines. The negative factor for Comcast has been cord cutting from hundreds of thousands of customers. Fiber buildout …
My significant % losers are so appealing
bidu -57.98% baba -46.53% ibit -42.3% zs -46.81% meta -17.76% nflx. -17.32% orcl -18.74% lrcx -20.28% Lam and orcl are so cheap here . it’s a me issue that I entered lam position when it was $300 plus.l like it too much that entered early.. nflx is gradually getting up… …
Propel Holdings (TSE:PRL) The Growth, Value & Dividend-Paying Subprime Lending Stock
Propel holdings is a Canada based profitable, dividend paying (3.9% yield) subprime lender that is trading at 13x PE. Its revenue and profits have grown at 40+% CAGR since 2020, representing discipline in not only topline but bottom-line growth. The share price has dropped over 30% from 52weeks high due …
Anyone have next week earnings calendar infographic?
I'm looking for the infographic which shows all the companies that have earnings call the week of Aug 3? It's a depiction of the weekly calendar that has all the big or popular companies earnings call and if it's morning or night. TIA.