Posts
Tecogen - TGEN Thesis
Tecogen sells industrial natural gas powered chillers. These are traditionally used in large buildings, think hospitals and universities, high rises, etc. These chillers are now being designed into Ai data centers. Why? 1) Because they can run on natural gas. Every watt saved from the grid for cooling, is a …
Best “audio” news source?
Basically title. I want something I can put in my headphones and listen to while I’m working to keep up with market news, sentiment, etc. Is just CNBC my best bet? What are some other good sources of info?
The Gilt Market Demands the Invoice
Politicians can say whatever they want. However, the hard math of running a country will always force them to face reality. For a decade, the UK has operated on a cycle of high-turnover leadership and elastic fiscal rules. These rules are consistently adjusted right before they trigger a technical breach, …
mining claims
this is for anyone in the us has anyone thought about claims ? in the us you can claim federal land with minerals on it if anyone wants information about it im happy to share what i know i was curious if this was looked at by traditional investors
Anyone invested in Banco Sabadell? Nearly a 20% dividend payment
I’m up 12% this year and they are up over 300% in the past 5 years. Nearly 20% dividend payment on top of that as well with financials looking good.
A not very humble brag - pt (1/3)
I've only shared 3 companies that I'm invested in since starting to post on Reddit, here's an update for everyone who likes a solid rebound play. I have mentioned a few times on here about the small cap company Goldstone Resources and their potential if they can sort out their …
Oracle Corporation (ORCL): Cloud Transition and Financial Analysis
Oracle Corporation (ORCL) is undergoing a major structural transition, shifting from a legacy on-premise database provider to a cloud infrastructure and software-as-a-service (SaaS) provider. In fiscal year 2026, the company generated $32 billion in operating cash flow, yet recorded a negative $23.7 billion in free cash flow due to aggressive …
Fortinet vs Crowdstrike - cybersecurity valuations
Full disclosure : I hold Fortinet shares. In fact, it has grown to be my largest position. Both are valuable business models in my view - I rate them both as a HOLD atm But I can't wrap my head around the fact that the market cap of Crowdstrike is …
Valuation multiples are just compressed DCFs
Last week I wrote an article explaining the basics of valuation using a lemonade stand, and people seemed to like it. So I wrote a follow-up on valuation multiples and how they relate to discounted cash flow formulas. Basically: which multiples actually make economic sense, which ones are useful for …
As Buffett said, I started with A's and went through companies one by one. After 8 years of doing it, I built a tool for it.
For the last 8 years, outside my day job, I've been going through companies one by one — country by country, index by index, starting with the A's. The way Buffett described doing it with the Moody's manuals. The data piled up. Notes everywhere, research I'd redo because I forgot …