Posts
Micron Stock and the $26.5 Billion Tell
An opinion piece on Micron and SK Hynix, following on from SK Hynix's recent IPO and recent publications on this subreddit. **The tell in Micron's contracts nobody seems to be reading** SK Hynix's CEO said last week that the memory shortage will run past 2030 — right after raising $26.5B, …
PTEC.L (Playtech): A 5x EBITDA "Picks-and-Shovels" SaaS with a Massive Margin of Safety and a Recent $140M Catalyst
Really good breakdown on this [https://open.substack.com/pub/somethings0ff/p/something-special-issue-3-playtech?r=rc0eo&utm\_medium=ios](https://open.substack.com/pub/somethings0ff/p/something-special-issue-3-playtech?r=rc0eo&utm_medium=ios) **The Setup** Playtech (PTEC.L) is a FTSE 250 company that builds the underlying software for online casinos and sportsbooks (DraftKings, bet365, Hard Rock, etc.). They don’t take the bets; they provide the B2B infrastructure. Despite being a highly profitable SaaS business, it is currently …
Vertex's (VRTX) last transformative acquisition took 11 years to pay off, what about the new Crinetics?
**TL;DR** * **\~98%** of Vertex's product revenue still comes from cystic fibrosis drugs. * That franchise came from a **2001** acquisition. The first drug out of it wasn't approved until **2012**, and it didn't become a giant until **\~2019**. * The newer bets (Diabetes, Duchenne Muscular Dystrophy, Kidney disease) are …
Here's why I think Microsoft represents the best risk - reward dynamic among big tech companies
We all know how Microsoft has been trading at its lowest forward PE ratio levels in several years, we see posts about that on this sub all the time. I think this is a fast narrowing window which will no longer exist when the company releases its Q4 earnings, at …
How do you judge when to exit a good stock
I realized that I have a good niche in identifying good stocks very earlier on. I do make the move & take that risk when others dont. I do get in very early in several of stocks (few examples NVDA at $30, INTL $18, RKLB @ 13, RRCE $1.9 & …
Rollins - Great company at the lower end of fair value, or trap
I kind of forgot about Rollins because it has been trading at a premium for so long. I randomly stumbled on them again and noticed their stock price had fallen over 25% since the last time I checked. Rollins is a market leader in Pest and wildlife control, but also …
Howard hughes holdings ( HHH)
This is my first post and I'm 16 if anyone has any comments on this business I'd love to hear it. Its currently at 24% of my portfolio and I think it's currently undervalued and that Bill Ackman can successfully turn it into a long term capital growth machine.
Rightmove $RMV - AI Fears, not Class Action, drove share price collapse
This has come up enough times so here's our entire explanation in one post. RNS mentioned press comment on Innsworth class action on 13-Nov-25. Shares didn't move much that day. RMV fell 12% on 7-Nov, day of trading update. By 12-Nov, RMV has already fallen \~30% from Aug peak. In …
The Simon Evan-Cook article referenced in Terry Smith's Letter to Shareholders
Not sure if everyone saw the article by Simon Evan-Cook that was referenced in Terry's recent and now infamous letter to shareholders. See it below from Citywire. Can't post the one graphic from teh article since this sub doesn't allow images (why?) but it basically shows average UK equity fund …
Rightmove plc
The leading UK property portal, Rightmove is the website you visit if you’re looking to buy a house in the UK. For every 100 houses bought or sold, 84 are found on Rightmove. Rightmove is paid by the estate agents, that need to pay a monthly subscription to list their …