Posts
Update to Rule 4
We should have done this a long time ago, apologies that we haven't but we sort of assumed that the fad of vibe coding AI tools would wear off. It clearly hasn't and is here to stay. We have also been made aware that some of these are being created …
PayPal Doesn't Need to Grow – It Needs to Stop Falling – A Mispriced Cash Machine With a Cannibal Buyback
The market prices PayPal like a structurally dying company. I think it's pricing in a scenario the numbers don't support, and I want this thesis attacked before Q2 earnings on July 28. I hold a position, so I'm biased – that's why I'm here. **The setup (approximate, mid-2026):** * \~8x …
MU Question
How could you explain to me the fall of MU these days? I saw the results of Q3 and I assumed that it was going to go up much more than what it went up on the day of the report. Is it a profit-taking? Or what?
Different value ideas
Besides Meta and Microsoft, what else it out there? There was a decent arbitrage on $SSTK and $GETY until the deal got blocked. It was approved by everyone except UK regulators. Mamdani is holding up the $IMXI deal, which is being driven by Western Union. Other arbitrage: $ZIM Had ideas …
Imagine we overbuilt AI capacity - Who wins?
​ Similarly to previous times in history when we overbuilt and over dedicated capital to develop infrastructure (phone lines, railroads, internet...) the developers of such infrastructure ended up not having great returns due to fierce competition. If this was to happen with AI. Who could benefit from cheap AI? Which …
Most investors use a DCF backwards.
Most investors use a DCF backwards. They start with a company they like, make a few assumptions about revenue growth, margins, and terminal value, and then try to figure out whether the stock is undervalued. But I think the better question is often the opposite: “What assumptions are already baked …
Monotaro Stock - Japanese B2B company
I dont know if anybody ever mentioned this stock on this sub. I invested a small position of my portfolio a few months ago, maybe 1 percent of the portfolio into the company and its down since but i am still very comfortable with the numbers. They are a provider …
Can Voyager Technologies become a value aerospace stock in future?
I've been spending more time researching Voyager Technologies recently, due to my gravitation towards the upcoming space race and the current meaningful companies in that industry. The more I dug into the business of Voyager, the more it felt like I was looking at a defense technology company that also …
Arista Networks is fundamentally the best company I've ever seen
Yes, this company a beneficiary of the AI boom. It provides ethernet networking for datacenters. The fundamentals are one of the best I've ever seen. Numbers speak for itself: \- Gain Margin 38% \- 30% Revenue & cash flow growth \- Gain is higher than operating expenses \- Debt: 0% …
This is a thread for ideas never mentioned here ever. Please.
The stock idea recycling in this sub is just so tired. Let r/stocks do that. If you have an interesting stock - not even one you necessarily want to buy right now - that has never been mentioned in the sub, let's hear it. One line on why it might …