Posts
U.S rent & mortgage market and the little guy
Hello guys I have a question regarding my thesis on FICO I'm trying to understand whats the situation with U.S mortgages and rent prices. Do you feel as normal people in America that VantageScore is helping you guys getting good mortgages and hopefully buy a house someday? or... VantageScore is'nt …
MAG 10 (MAG 7 plus Broadcom, Micron and AMD)
(mag 7 plus broadcom, micron, amd) From this point on, which of the above stocks do you think will be the first to double?
Comcast (CMCSA) — Am I Missing Something?
I’ve been buying CMCSA pretty aggressively and I’m curious what people here think, especially those who have followed the company for a long time. My thesis is basically this: Comcast seems extremely cheap relative to the amount of cash it generates. In Q2 2026 alone, the company generated **$4.6B in …
What stocks are you looking at for this time of year / Q4?
Curious what everyone is buying or watching heading into the last few months of the year. Are there any companies you think tend to benefit from this part of the year — holiday spending, travel, retail, tech launches, year-end business spending, etc. — or stocks that simply look attractive at …
GLND & GRML Stock Dropping
I have around 1k in each of the GLND & GRML and it's been down average between those 2 around 30% in all time for me. Should i sell now or hold for a potential upside? I don't know what to do, I'm scared i might loose all my money
The 7 types of Economic moats
One of my favorite parts of fundamental investing is digging into business models and understanding why some companies can protect their economics for decades. We recently put together a detailed guide on 7 types of economic moats, how to recognize them, and importantly, what often gets mistaken for a moat. …
Tencent's reverse-DCF implies almost no growth. Revenue grew 14% last year. Which one's wrong?
Screening value names in HK/China, Tencent came up near the top of what cleared the filter: EBIT/TEV 98th percentile, FCF yield 88th, ROIC ~15% average over 4 years, Piotroski 7/9, Altman Z 4.1, Beneish -2.65 (peer set's a broad large-cap slice, not sector peers, fwiw). Trading around 421 HKD. Three …
ACWI instead of VWRP?
I’m fairly new to investing and I’ve noticed VWRP gets recommended a lot on here. I’ve gone with the State Street SPDR MSCI All Country World (ACWI) instead. It seems to give me pretty similar global exposure, including developed and emerging markets, but the fee is slightly lower at 0.12% …
How do you like L (Loews)?
Worth more than the sum of its parts, but of course it always is. Relatively low it seems to me, down a bunch from a recent high. Just about where they bought in stock earlier this year and where an insider bought some on the own market Could some of …
Is GME a value investment at this time?
GME caught my attention lately, since the CEO (Ryan Cohen) has been buying millions worth of stock almost daily for the last two weeks. (I think he likes making money, so maybe he knows something is coming). He also seems to be looking at take-overs, or at least investing with …