Posts
Merger Arbitrage: A Picture-Perfect Deal That Never Developed: The Getty-Shutterstock Deal Postmortem - InsideArbitrage (Testing Graphics Part 2)
*(This post comes from InsideArbitrage, a premium M&A risk arbitrage website, i am not a subscriber but i receive free articles from their email mailing list. I asked and received permission from the site owner, Asif Suria to share this article here, because I found it interesting. Btw, Risk Arbitrage …
Can Apple really be worth 40x P/E? The five-year-old version @Teembeau
response to this post: [https://www.reddit.com/r/ValueInvesting/comments/1v958ys/can\_someone\_explain\_the\_apple\_share\_price\_like\_im/](https://www.reddit.com/r/ValueInvesting/comments/1v958ys/can_someone_explain_the_apple_share_price_like_im/) The actual five-year-old version fits in one sentence: every AI, no matter who makes it, lives behind a screen, and apple owns the screens. everything below is that sentence with numbers attached. Last reported quarter was $111.2B, up 17%, a march-quarter record, with services at …
Brightstar Lottery Volume Increase
We are one week away from the financial results for Q2, which I've already posted my expectations for previously. I believe Q2 this year will beat Q2 from last year, slightly beating Q1 revenue of this year and forward looking Q3/26 is already looking to beat both Q1 and Q2 …
Apple will be the most valuable company in the world in 5 years.
I think Apple will lead AI for consumer market within 5 years. I understand Apple Intelligence was shit, I think that Apple had no idea what they were doing at the time. But whenever they do something, they set the standard for the entire market. I am def an Apple …
Congrats to those who bought the software dip over the last month
Just wanted to reach out to other investors who also bought the software carnage now that share prices are (maybe) starting to recover. I’m talking about names like ADBE, SAP, CRM, NOW, ADSK and INTU. These names were all talked about extensively over the last few weeks and months and …
Value Outperforms Growth This Year, Powered By…AI Stocks? - WSJ
Value Outperforms Growth This Year, Powered By…AI Stocks? Early chip stock gains and a comeback in traditional value sectors are factors in Russell 1000 Value Index’s outperformance over its growth counterpart By Vicky Ge Huang July 28, 2026 5:11 pm ET Quick Summary * The Russell 1000 Value index has …
Idrc whether or not there’s a “bubble” right now.
I started investing in 2024 and since then every time I tell someone there like BuT ThEreS A BubbLe. I’m not saying there aren’t overpriced stocks, but I’m not confident that there’s a “bubble”. Nvda posting double digit yoy growth and 70% margins trading at 27 over future earnings really …
The Longer I Invest, the Less Certain I Become
*"Sincerity at its highest allows one to foresee what lies ahead."* The longer I invest, the less certain I become. Anyone who has made investment decisions knows the feeling. When facing an uncertain future, we immerse ourselves in research—financial statements, macroeconomics, history, technology, even geopolitics. We build models, test assumptions, …
+33% AH - Verra Mobility Reaches Framework Agreement with Avis Budget Group
I post here previously about this stock and its potential to bounce back from a 70% drop And today, it just made the first major step toward recovery One of the big reason of the 70% drop is AVIS terminated VRRM, and as I expected, AVIS just can’t live without …
Northland Power: An Overlooked AI Infrastructure Play Trading at a 50% Discount
Northland Power (NPI.TO) is a global offshore wind operator that has been heavily discounted due to temporary CAPEX and regulatory headwinds. Despite sentiment damage, the company has long duration contracted cash flows, a credible growth pipeline, and direct exposure to the AI driven surge in global electricity demand. IRR: 13.6% …