Posts
BETR Follow-Up: Garg Won. Now the Operating Thesis Gets Its Test.
A follow-up to my earlier BETR thesis: https://www.reddit.com/r/ValueInvesting/s/bVQgbbOwdZ In that post, I argued that there were really two overlapping theses at Better Home & Finance ($BETR): a cyclical mortgage recovery combined with secular digital adoption, and a separate fight over who would control the company when that recovery eventually arrived. …
Imagine a world where investors saw multiple compression the same way they saw Steam Sales
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Alphabet: Is Search Experiencing Adverse Selection in Economic Intent?
**Investment Question** I have increasingly been considering whether Alphabet represents an attractive long-term short. The basic concern is familiar: ChatGPT and other AI interfaces are becoming substitutes for Google Search. What I find difficult to reconcile is how dramatic that substitution already appears in my own life and social circle …
September dip that never happened.
As a beginner, I held off buying due to the **September dip** I kept hearing about. Unfortunately, that dip never came, despite rate hikes, the 10-year Treasury and ongoing Iran issues. So what now? Shall I wait for the dip to occur in October or just buy now?
Thoughts on CPRT?
I've been digging into CPRT after the selloff and I think the market is reading a temporary volume dip and pricing it as something structural. U.S. insurance volume fell 8% last year, but most of that looks like one big insurer shifting volume to IAA plus people skipping claim because …
Celsius, thoughts?
At today’s valuation at sub 7b MC, Celh looks like a stock with great upside and minimal downside. As they continue to integrate Alani and rockstar into more markets, I see growth restarting. In particular, Alani itself had a lot of room for growth. Anecdotally, I see Celh stocked pretty …
Is it worth it to invest ethically?
I’ve recently started investing in stocks and shares. I read about the ethics of some of these companies and wasn’t very happy investing in them. So I often for SRI and ESG funds just to find out most of the bad companies are still in them. It’s also very tech …
IMPLANTICA with newly FDA approved RefluxStop. Massive stock upside
**Deep Dive: Why Institutional Flows Are Creating a Fundamental Mispricing in a Newly FDA-Approved MedTech Disruptor (OTC: IPLTF)** I’ve spent weeks breaking down a tiny European medtech company called **Implantica (OTC: IPLTF)** that just received FDA PMA approval for its mechanical reflux device, *RefluxStop*. The market is pricing this like …
Adobe ($ADBE) Q3 2026 Earnings: Is this still "AI roadkill" or one of the cheapest quality names out there?
Adobe just posted Q3 2026 earnings, beating on both revenue and EPS. The stock popped, then gave it all back in the days after — shares are still down 64% from the ATH and -26% YTD. Not exactly a quarter that's going to win Adobe any awards with investors. Time …
How Nike Helped Create Its Own Competitors?
Nike went from one of the most dominant brands in the world to a stock trading near decade-old levels. I looked into what actually happened ,the DTC strategy, lost shelf space, Dunk and Jordan oversupply, China, Hoka and On gaining ground, Elliott Hill’s turnaround, and the first signs that Nike …