Posts
PYPL got one bid. What’s next?
I made a post/shared a link about PYPL being a buy almost right before Stripe’s bid to thunderous applause. Just kidding. I was mostly called an idiot. But, I’m willing to risk it again… PYPL is still a buy. Right here. The board’s rejection of the offer tipped their hand. …
Zoetis Inc. : LONG
hey everyone wanted to share some financial analysis on zoetis ZTS after watching the stock get beaten down to around $75 per share recently following their q1 2026 earnings release. people panicked over short term pet clinic visit slowing down, but when you look at the actual math in their …
Lennar is -10.82% down over the last month
**The stock is $31 discounted from buffets purchase last year** **4 forces are holding it down 1)inflation 2)labor costs 3) rates 4) Oil prices** **The war is causing the price to be depressed right now that why its a good time to buy.** **Other than labor cost it seems that …
Why ADBE is undervalued right now
wantd to share my valuation analyss on adobe ADBE since the stock has taken a massive beating down to around $212 per share recently despite firing on all cylinders in their actual sec filings. i pulled the real financial numbers directly from their fy2025 10-K and the latest q2 2026 …
Is $TTD going to 0?
There is not one day this stock is NOT in the red. Market goes up 0.5%, TTD -3%. Market goes up 1,5%, TTD -1%. Market goes down, TTD -5%. Market goes up a lot, TTD +0,30%. Every. Single. Day. This has been by far my worst put assignment. Can't sell …
Google Cloud’s 82% YoY Surge: The AI Cloud Consolidation Wave is Here?
Alphabet just reported another blowout quarter for Google Cloud — revenue jumped 82% year-over-year to $24.8 billion, smashing estimates. This isn’t just growth; it’s acceleration driven by explosive enterprise demand for AI infrastructure and tools. My brain says: Over the next 2–3 years, we’re likely to see a wave of …
NOW has acquired three companies with new debt.
During the recent earnings Q2 2026 NOW has acquired these companies with new debt. \- Moveworks \- Veza \- Armis Their Debt to equity ratio has risen above 60% to 7.5b USD. That exceeds their current cash of 4.66b USD. What are these acquired companies? Is NOW's new debt a …
MSFT will print post earnings
Testing Copilot cowork at my firm confirmed to me that this thing has a huge upside for Microsoft. Currently, only around 5 people are testing it. I work in a small firm of around 100 people, and the estimated cost for the rollout (all staff) is from $80k - $200k …
A Sign ‘Quality’ Investing Is Due for a Comeback -WSJ
A Sign ‘Quality’ Investing Is Due for a Comeback By Spencer Jakab July 23, 2026 6:18 am ET Throwing in the towel? It sounds like great investing advice, and for years it was: “Buy good companies, don’t overpay, do nothing.” But Terry Smith, sometimes called “the English Warren Buffett,” shocked …
We all know MU, RKLB, NBIS already ran. What's the most undervalued "bottleneck" stock you see TODAY?
Not looking for the famous names - memory, space, neoclouds, robotics, nuclear ETFs. All discovered, all repriced. Looking for the boring version: near-monopoly on something AI physically can't skip, trading cheap because the market is distracted. Example: Soitec (France) - down 75% because its phone chip segment died. But it's …