Posts
[Week 23 - 1987] Discussing A Berkshire Hathaway Shareholder Letter (Almost) Every Week
**Full Letter:** https://theoraclesclassroom.com/wp-content/uploads/2019/09/1987-Berkshire-AR.pdf **Letter Only** https://www.berkshirehathaway.com/letters/1987.html · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · **Key Passage 1** · · · · · · · · · · · …
5 Value stocks I'm buying this week
Going over some numbers and narratives for MSFT, META, UBER, CELH, NU. Why I am adding to my position on all 5 of them heading into earnings. Why I believe the risk adjusted returns from each of these is greater than the index. None of this is financial advice, I …
Google started selling its TPUs to outside data centers last quarter (Q2-2026)
**TL;DR** * **Negative FCF**: Google booked negative quarterly free cash flow of about **-$5.9B** after **\~$45B** of capex in a single quarter * **The Big Shift**: Starting this quarter, Google began selling its TPU chips to outside data centers * **Cloud Surge**: Google Cloud revenue jumped **\~82%** to **\~$25B**, and …
ZoomInfo (NASDAQ: GTM) $2.73B TRA Liability & AI Transition
# TL;DR ZoomInfo (NASDAQ: GTM) is in a forced transition from a legacy seat-based software model to an AI-resilient data consumption paradigm. Despite commanding robust unlevered free cash flow (110% conversion rate), true enterprise value is suppressed by a hidden $2.73 billion Tax Receivable Agreement (TRA) liability that balloons adjusted …
Are these medium to long term holders? AMPH, BSX, LNG, CEG, CREDO, DDOG, NEE, Nu, SU, STRL, VRT, NOW
I've been doing some research myself and I added these stocks to my watchlist: AMPH, BSX, LNG, CEG, CREDO, DDOG, NEE, Nu, SU, STRL, VRT. I tried to focus on well established companies with growth potential. There is some AI risk in these but I tried to look more into …
Do I need to trim my single stocks?
After reviewing the answers to my last post, I decided to go with GOOGL, INTU, COKE, V, COST, TOST, MELI, and FMTM. I plan on adding VT soon once I start getting more cash and keeping it as a core position. However, while i have conviction in all my single …
Second Batch of my Research on RMD | Management and Durability of the Business
After running the numbers on GLP‑1s, I started digging into the parts of the thesis that don't get discussed nearly as much. The first thing that stood out was sleep apnea itself. The market narrative often treats sleep apnea as an obesity problem, but the underlying condition is far more …
Is CELH a perfect example of a value investment right now being 43% down this year?
It seems the biggest bear case is that wihle Celsius gets its a huge share of sales from Costco, Costco's Kirklands energy drinks are much cheaper and will eventually end up with CELH stock going down more because of it I know Celsius is by far the most popular energy …
Mobileye Pivot to AV network operator may be a value opportunity
**Investment Note** **Ticker:** MBLY (Nasdaq) Current Thesis: Neutral to Long-Term Bull Core Focus: Structural transition from a Tier-2 hardware/software supplier to a vertically integrated, direct-to-consumer Autonomous Vehicle (AV) network operator. Executive Summary: The Structural Pivot Mobileye Global is undergoing a massive, high-stakes operational pivot. Historically known as the undisputed king …
Why Wait Until A Pullback
As someone who is just learning about value investing, understanding valuations and fundamentals, I see a lot of comments about not buying a stock at high valuation ratios. And that seems prudent. my question is though if I'm going to DCA anyways does that really matter? If the only thing …