Posts
Clarivate plc
Clarivate sells sticky data and analytics software to academias, governments, corporations, law firms and pharmaceutical companies. The business reports three main segments, Academia & Government, Intellectual Property and Life Sciences & Healthcare. Academia & Government (A&G), with the flagship product Web of Science (WoS), is essentially Google for academia, takes …
What’s your biggest regret in the investing world?
For me personally, selling Meta too early since my avg was $90 share back in 2022. Sold AMD for AMC (Lmao). Brought penny stocks all went to zero. Started investing at 26 as no one in the family knows anything about stock market. Current condition:- holding software stocks very heavily …
Best Regional Bank Stocks
Hi all, I have adressed this topic earlier but given the insane valuations the topic should be revisited in this sub imo. Regional Bank stocks have insane EPS growth, attractive P/E ratios and interesting dividend yields/buybacks. Has anyone looked in to some worthy investments in this sector? What are some …
What do you do when you can’t find any good deals?
For example you fucked up and sold your index funds and now everything is higher than before including individual stocks. Do you buy back in or wait it out?
NU Holdings (NU)
I am studying NU, and I am still unsure wether it's undervalued or not. I understand that the market is pricing in South America risks, but this growth and those margins are very rare at those multiples. My take is that if you value it as a fintech, it's undervalued. …
Just finished “Where are the customer’s yachts?”
I regularly listen to Berkshire Hathaway meetings from years gone by, on YouTube and Apple Podcasts. It soothes me and I find it very interesting. Whilst listening to an “episode” I heard Warren recommend the book “Where are the customer’s yachts?” by Fred Schwed. What a great book - highly …
What’s your take on DECK? I don’t see many posts on it lately.
I think Deckers is one of the few genuinely great businesses trading near a fair price right now. If I'm missing a red flag, please let me know. Mostly I want you to invert it. Quick recent history... Two years ago DECK was going strong on the price. HOKA on …
AI and diabetes
I’ve been watching minimed MMED since its recent IPO, finally dipped my toes in at 10.87. Anyone into medical device stock that’s taken a look?
Free little dashboard to keep an eye on the macro environment
It's actually all derived from a YouTuber called Defiant Gatekeeper. If you don't know him, he makes very valuable videos about investing based on macro indicators. It's all based around the relationship between the Fed rate and the balance sheet, which theoretically favors different kinds of companies. I also included …
Mestek, Inc. (MCCK)
Mestek (MCCK) has a market cap of $535MM. It has $406MM in cash + investments on its balance sheet. So, cash + investments make up 75% of its market cap. Also, it has no significant debt (only \~$7MM). That means the enterprise value of this stock is $136MM. (EV is …