Posts
32M, just starting my investing journey – looking for long-term stock suggestions
Hey everyone, 32M here and pretty new to investing. I can invest around €400 per month and I’m looking for some ideas on stocks to research for the long term. To give a bit of background, investing was never really an option for me before. My father passed away a …
Finance YouTubers’ 2026 Picks: Value Investors are Getting Crushed
Hi guys, In order to make my YouTube video for this week, I reviewed the performance of every finance YouTuber’s “best picks for 2026” videos. It is quite clear, looking at the data from the first 6 months, that value investors are lagging behind by a big margin while AI …
Veeva Systems: The SaaS Business Currently Unloved by the Market
**Description**: Veeva Systems is a CRM & cloud computing company specializing in software for the life sciences industry. They offer a range of cloud-based applications tailored to the specific needs of these industries, including products for CRM, managing clinical trials, regulatory compliance, sales, and marketing. **Business Segments:** 1. **Subscription-Based Revenue:** …
An unprofitable Rocket Lab (RKLB) is buying a bigger, profitable company for $8B.
I was checking out Rocket Lab (RKLB) as it seems to be trying to be a competitor to SpaceX which currently has a crazy **$2.1T** valuation, and this week they announced they're buying Iridium for **\~$8B**. They're also up **25%** btw (The stock is quite volatile)! \----------------------------------- **TL;DR** * Rocket …
Watchlist Tool
I recently built a cool tool (*biased opinion*), and thought others might find it useful, too. *I don't think this breaks the sub's rules, but mods, let me know.* # Too Many Tickers to Track I've noticed lately that I've been overwhelmed by all the tickers that I want to …
In the past couple of months I worked on system that provides a recomendation for an action on a stock, depending if you own it or no, I have run it on MSFT(for a negative holding status) because i saw alot of intrest about it in this sub, would like some feedback.
**Microsoft Corporation (MSFT) — NasdaqGS** Technology · Software - Infrastructure · Mega cap · USD $373.02 (as of Jul 1, 2026) **Recommendation: Buy — High conviction** One of the world's highest-quality software businesses is available at its cheapest valuation in years. The 33% decline from its high has little to …
Up 29% on the year, should I trim some fat?
Portfolio from biggest to smallest: MSFT AMZN CALM BMI GEV TXN BTI ISRG CGNX GOOG DG NDSN NFLX IBM NHI CRM POST AME OTGLY EMR PLTR SWKS I usually aim for undervalued high quality companies with a technical moat. I have a few odd theory’s on some. (DG being a …
Playing The Honeywell Aerospace Spin-Off
Why is $GAMB trading as if bankruptcy is inevitable?
**Disclaimer:** $GAMB holder here. I'm down about 70% on my position, although thankfully it's a relatively small one. My impression is that the market is pricing this company as if bankruptcy is the most likely outcome. The affiliate business is clearly performing terribly, but on the other hand the sports …
Understanding where your investment returns come from.
**Note the flair: Basics / Getting Started.** I ran a quizz not too long ago and most of the answers were wrong, here is a PDF from M. Mauboussin explaining where your investment returns come from. In the short-term, sentiments, demand and supply will move the share price. In the …