Posts
CoreWeave, Inc. (NASDAQ: CRWV) insiders are running to the sunset.
Pre-IPO cash-out: All three founders pocketed over $150 million apiece by cashing out shares ahead of the IPO. Collectively, the founders and early investor Jack Cogen sold $660 million of CoreWeave stock before the March 2025 IPO, and another $640 million since. The company’s execs have sold over $2.3 billion …
Is this the next big Biotech play? A company that everyone is currently overlooking. $AUPH
**Is anyone else looking at Aurinia Pharmaceuticals (AUPH)? What am I missing?** I’ve been digging into Aurinia over the past week, and honestly, I’m surprised it isn’t discussed more often. Here’s why it caught my attention: The company is already profitable, which is pretty rare for a biotech of this …
Buffett on killing Wright Brothers - source: 2007 Berkshire Annual Letter
Buffett’s most violent investing quote: The best thing anyone could have done for investors was to shoot Orville Wright out of the sky. That was actually in his 2007 letter, and he wasn’t kidding. Aviation changed the world and paid its investors less than nothing through all its history. That …
Thoughts on Netflix?
Whole lot of analysts saying it's a defo buy but stop has not been able to recover despite the divorce from Warner bros. I own Netflix and want to add some but I'm hesitant and think I should diversify by adding Comcast and T mobile
Berkshire just paid $8.5B for a homebuilder and that made me take a closer look at Lennar
Recently **r**ead that Berkshire Hathaway agreed to an all-cash deal for Taylor Morrison, a mid-cap homebuilder, and it got me thinking about the sector generally, specifically Lennar, since it's one of the bigger, more established names in the space and it's been getting hit alongside everyone else. LEN is one …
Do we stand before a value investing opportinity (Vinci - DG)?
So, using the Gordon formula to calculate the Intrisic Value (IV) of Vinci (DG), I came across a share price that is half what my assumptions — as a long-term investor — calculate. This is for a long-term horizon (10+ years).
Selling stocks. The trap of taking profits
A lot of investors are (still) making lots of mistakes when selling stocks. Here is a simple breakdown. **When to sell?** \- When the Cashflow and balance sheet deteriorate. \- When your stock is a cyclical and earnings peaked **When not to sell?** \- When the stock is a compounder, …
Repost: For the ‘this industry will change the world’ crowd
The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage. — Warren Buffet, Fortune, 1999 It’s a repost from few …
CMC Markets (CMCX.L): a 245% rally is pricing a single-year EBITDA doubling that the cash flow statement has not yet validated
CMC Markets traded at 203p on 10 November 2025. As of the valuation date it sits at 700p, an all-time high, after a 56% one-week surge triggered by a guidance upgrade on 1 July. What was a cyclical retail CFD and spread-betting broker is now being priced as a B2B …
We are having the same conversation today
Interesting post from two years ago talking about AI / tech bubble. And here we are discussing nearly the same thing today. https://www.reddit.com/r/ValueInvesting/s/OvABIBS5Ju I like the bull rational by some comments.