Posts
BRSL sales analysis, value incoming, watch for Q3
For reference and some credibility? I'm now 2/3 for my value plays. Up 50% and 30% on my two other recommendations which you can see on my previous posts in the last few weeks, or search their tickers GRL and CLBS. I'm honestly surprised at how this hasn't been picked …
Netflix is undervalued by 51.44% did you buy more shares today?
Netflix is guiding for 2026 revenue of $50.7–51.7 billion, representing roughly 13–15% growth. I believe many investors hold the opinion that there’s “no content” on the platform, when in reality, they’re just consuming content faster than Netflix can produce it. That’s why Netflix has started diversifying its lineup with short-form …
How long are you willing to hold your depressed stock?
The idea sounds quite simple. We buy good businesses and wait till the stock rises. But we don’t know how long it takes. It may go down for weeks, months or years before it rises. How long (in numbers) are you willing to hold on your stocks?
Will streaming will eventually go the way of cell service?
Look at the U.S. cell carrier market. Over the last 20 years, we went from a fragmented market to massive market saturation and full consolidation around the Big Three (Verizon, AT&T, T-Mobile). I think streaming could heading down the exact same path. In 10 - 20 years, streaming will reach …
FMC corp - Thoughts from the community?
Hi All, I'm omitting my deeper analysis in the aim of not biasing people, and will release it in the thread after a few comments. (Trying something a bit different - don't kill me please, just interested to see the difference in responses). Toplines: Balance sheet: roughly $4.5B of debt …
I read NVIDIA's 10-Q page by page. The market is pricing perfection. The filings suggest something less.
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Weekly Stock Ideas Megathread: Week of July 20, 2026
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other users' posting/commenting history before following advice or stock recommendations.* *New …