Posts
European Insider Buying Digest (Week 41): Top Executive Purchases in the UK, Germany & France
Here is this week's curated breakdown of notable open-market insider buying across European public companies, disclosed under MAR Article 19. We filter out routine option grants, scrip dividends, and repetitive multi-billionaire holding company shuffles to focus on genuine C-suite open-market cash conviction: 1. UK: CML Microsystems Plc (LSE: CML / …
I’ve tested 20+ stock research tools so you don’t have to. Here are the only ones worth your time in 2026.
The market is getting more efficient, especially with OpenAI and Claude getting better at stock research, but even with new tools I still go back to my GOATs. Here is my list of tools that provide an edge: * **For Technicals:** TradingView (Still the GOAT for charting). * **For Fundamentals/DCF:** …
First to turnaround, (LULU, ZM, LYFT, YELP) ?
They're all in Graham value territory (low debt/equity, low PE) Which is most likely to turn around first, and why?
Synopsys is up 19% in a week on deals its 2027 guide leaves out
Synopsys was at $415 on 29 September and it is around $495 now, so about 19% in four trading days, and most of that came the day after the investor day, when it jumped 12.8% on the OpenAI deal and the Amazon licence. So I have gone through the investor …
CTS Eventim
CTS Eventim looks like a pretty good play right now, pulling back from 86 EUR to around 57 EUR where it trades at roughly 17x forward earnings—well below its historical 25x to 30x range—despite H1 2026 revenue climbing 17% to 1.5 billion EUR and adjusted EBITDA hitting 225 million EUR. …
Can someone explain why ALHC is down this much?
The company is growing revenue 30%+ with a 10% FCF yield since their last annual report. They have 700m liquid cash and they're only a 1.6b market cap with a 13 forward PE? They almost have half of their market cap in cash which is crazy for a growing company... …
Akamai: From Internet Delivery to AI Infrastructure
Akamai used to be known mainly as a CDN company. Now it’s spending billions on cloud infrastructure, signing a massive agreement with Anthropic, buying AI-security companies like LayerX, and building products designed to control autonomous AI agents. I looked into the Hugging Face and Australia incidents, Guardicore, Linode, LayerX, Akamai’s …
Burry says NVIDIA's GPU "resale value" chart is really a rent forecast. I checked the source: he's right. I still don't think it's a reason to short NVIDIA.
**TL;DR:** * The values on NVIDIA's slide are Silicon Data's discounted rent, not resale prices, and they move with rent. * But the memory shortage holding rent up is backed by the buyer, not just the sellers, and runs past his September 2027 puts. * The lessors mostly pay off …
Compounder for decades: Moody's (MCO), Chubb (CB), Linde (LIN), Markel (MKL), Berkshire Hathaway (BRK.B)?
I hold a diversified portfolio comprising defensive, income, and hedge positions, and I am currently building out a compounding growth component. I have been looking at the companies listed above - i don't plan to add all - (MCO, CB, LIN, MKL, BRK.B). Below, I outline my brief take on …
Eli Lilly volume race
With the ozempic craze that's been happening, I’ve stumbled upon Eli Lilly and wanted to share an interesting dynamic I noticed regarding their move into the incretin market. Their flagships are and Mounjaro and Zepbound, and I think the "volume vs. margin" trade-off here is interesting to analyze. Because these …