Posts
The moat of Netflix?
Netflix has around 325 million subscribers worldwide, and I'm one of them. I really enjoy the content on Netflix, but it got me thinking: what's the maximum monthly price I'd be willing to pay before I cancel? For me, it's probably somewhere around €30 per month, and with recent price …
Moat of the NOW, SAP, VEEV.
I don't know why people hyping Servicenow so much over ledger systems like SAP and Veev. Is it orchestrated or just a following ship? I know NOW handles and tracks whole internal operations of the company over digital blueprint but SAP has valuable and vast data even small error in …
Having trouble determining when to sell
So I'm sure a lot of us have experienced some dramatic run ups in the past few years. One of mine is Corning (GLW) I bought it yearssss ago when it wasn't cool with an average cost of $35. Now my issue isn't the waiting when I understand a company …
Why $TOYO may be a deep-value play trading at an absurd 3x Forward P/E
TOYO Co., Ltd (Ticker: TOYO) looks like a mispriced growth stock that swung to profitability but got slaughtered by retail panic selling. I’m considering opening a position and would love to get this subs opinion on this one. TOYO is a fast-growing \~$300 million market cap green energy company that …
16 Investment write-ups to look at
Another set of company write-ups from Substack authors, all from within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/](https://gilescapital.substack.com/) # Americas **Elliot's Musings** on [**Micron Technology**](https://alphaseeker84.substack.com/p/micron-technology-mu-q3-fy2026-results) (🇺🇸 MU US - US$1.3tn) Latest quarter beat estimates as AI memory chip demand accelerated. Management guided next …
Is Copart on sale or is this another investing mirage?
I’ve recently been looking at Copart as a potential investment. Broadly speaking, I like the contrarian angle of looking outside the current “AI trade” and finding companies that may have their day in the future. Copart runs a disciplined balance sheet, generates strong cash flow, has favorable margins, high ROI, …
What to do if you don't know whether to hold or sell?
So basically, this isn't really value investing maybe but I think people on this sub are the smarter in trading. If I have a stock and it might just go straight down to hell, or it might go up a little bit and give better opportunity, all within the next …
Atlassian is losing money on $5.2 billion in revenue
My take on TEAM (ATLASSIAN) and why its a disappointing investment even at 79$. Maybe a buy at 70$... $5.2B revenue, 20% YoY growth, but $130M operating loss, like wth $1.36B in stock based compensation last year, 26% of total revenue, one of the highest in software (its a common …
FuelCell Energy($FCEL) Deep dive
Feel free to read my deep dive on $FCEL, it’s completely free. FuelCell Energy recently signed a deal with FitEnergy for 380 MW, while 30 MW is completely de-risked and is binding. There is alot of upside to this stock, just today it went up 30%. My deep dive covers …
Why do people here prefer buying stocks that drop by more than 50%?
Instead of high-quality companies that never drop by more than 25% and keep compounding shortly after the dip? It's always the same scenario... The stock drops a lot and looks super-cheap, so you buy. The stock keeps dropping, so you buy more to average down. The stock keeps dropping and …