Posts
Meta stock re-rating
Been bag holding meta since last yr with entry price in mid $600. Was sitting on negative returns for past 12 months. But past few days, I believe the stock is finally turning around. Any dips are being instantly bought aggressively. Yesterday, it opened down 4% but closed up 5%. …
Do you think company's financials don't tell the whole story long term?
Many people eye Netflix recently due to huge price decline lately, people see huge growing profits and potential of a big recovery like this stock did in the past. What I see it's a company that is worth more than Disney and Nintendo combine, you might not like Disney, in …
Software hits just keep on mounting
Just read 2 bearish stories back to back on Bloomberg in depth tech newsletter this morning First that Starbucks is dumping IBM and Oracle to use their own in house software tools Second, Lyzr raising 20% of its valuation to build AI agents for enterprises (agentic AI will replace sales …
Is AutoZone ($AZO) another Adobe/Nike, or will it rebound?
Currently, the whole auto parts sector is having a huge sell-off due to high debt and fears of the products becoming obsolete in the future. AZO PE ratio is around 21, which is still slightly higher compared to the 10-year average (around 15-20). So it can still go down a …
Sit on your ass investing..
Wanted to know what are everyone style of investing and the logic behind it? The title tells you mines LOL. A few businesses over many years kicks the market to the curb.
Build-A-Bear
If you missed the BellRing Brands ride, you might be able to catch another ride in Build-A-Bear. The stock has been depressed but the fundamentals appear to be intact. There has been a drop in EBIT due to an increase in SG&A. This increase was mainly due to higher wages. …
Looking at PEP for the long haul
What do you guys think about Pepsi long term. Right now, Pepsi released earnings, with higher revenue than expected but missing on EPS with analysis predicting 2.21, and Pepsi came in with 2.20 dollars per share, while macroeconomic factors have consumers tightening household budgets in the United Stares and around …
CRM downgrade
Today Salesforce (CRM) stock has been downgraded by KeyBanc and Bernstein while totally removing price target due to lack of evidence for Agentforce momentum. Is this one small example of how hard it will be for SaaS to successfully adopt and integrate AI into their business and turn it into …
Why buy Constellation Software when Topicus exists?
I understand than both are very attractive buys, but to those choosing CSU over TOI, why? TOI has a much longer runway, and will be able to acquire VMS software for way cheaper multiples than CSU. I’m loading up on TOI.
Micron raised its US investment by $50B and the stock surged 8%, its already up by 200% this year. Justified capex or overreach
Micron announced today it's boosting its planned U.S. investment to more than $250 billion through 2035, up from $200 billion committed just last June, which itself had already been up from an original lower figure. The stock jumped about 8% on the news, adding to a run that's already put …