Posts
This sub rocks
I have seen that this sub’s picks lately have been doing pretty decent. Won’t say that they are rebounding hard but doing better than the broad market. UNH, Adobe, PayPal, NVO, NOW Good work, yall! Normally I just inverse this sub with like 2 percent of my portfolio and I …
On valuing cyclical companies
I feel like if I see one more comment claiming that "forward PE is always low at the peak of the cycle", I’m going to lose my mind. You guys are spreading this foolish mantra all over Reddit, infecting uninformed people like a virus, who then go on to parrot …
PACCAR - The Annuity Inside the Cycle
PACCAR receives very little media attention, as is a company that I know fondly from work experience and through the transportation sector. PACCAR is a global manufacturer of premium commercial trucks, and the trucks are the cyclical part. Bolted to every truck it sells are two businesses that are not: …
Are people still convinced semis will keep going up forever?
FMC Corporation may be too ugly to ignore.
*Fmc stock is down -85% in 5 years* FMC looks like a deer caught in the headlights. Chinese and Indian generic manufacturers have squeezed its margins by aggressively flooding the market with cheap off-patent alternatives to its flagship insecticide, **Rynaxypyr (chlorantraniliprole)**. Generics now account for a large majority of the …
Coca Cola has higher valuation than NVDA and other MAG7 stocks
Coca Cola has gained 30% this year and is reaching PE 30. It is now more expensive than NVDA, GOOGL and most other tech stocks. Is this a sign we are reaching the peak of the bubble, similar to the late 1990s?
Solstice (SOLS) reports tomorrow morning. Everyone's arguing about Element deal but there are two things in the filing I never see mentioned
Quick context: Solstice is the chemicals business Honeywell spun off last October. Refrigerants, pharma packaging film, armor fiber, plus the only plant in the US that converts uranium into the gas that gets enriched into reactor fuel. The stock ran to $88.60 by late June, mostly on excitement about that …
What Bubble?
It is hard to have a polite debate via text. Everyone reads your words in their head with their own tone and interpret intention differently. Let me be clear that none of this is directed at anyone with malice of intent, rudeness, or hatred. This is intended to help, to …
Kering (PRTP): Gucci Stopped Dying. Kering Is About to Print 🚀
Kering is ripping around 12–13% today after reporting its H1 2026 results. The reason is simple: Gucci is still declining, but it is finally bleeding less than the market expected. Kering generated €3.65 billion in Q2 revenue, up 2% on a comparable basis. Gucci generated €1.41 billion and declined only …
SK Hynix: 76% operating margin and the stock dropped 15%. what am i missing
SK Hynix numbers: revenue +257% yoy, operating profit +557%, 76% operating margin, best half in company history. DRAM prices up \~30% in the quarter. stock fell 14.7%. kospi triggered a circuit breaker. hynix down 41% on the month. been chewing on this all morning. the thing I keep coming back …