Posts
Feedback needed (TLPH)
Newer to Investing (11 months in) and insider buying back in February and March for TLPH caught my eye at first. Seth Klarman, Hilary Kramer, and Joel Greenblatt describe pre-revenue biotechs like buying an option. So Talphera (previously AcelRx) is currently testing Nafamostat, a regional anticoagulant medication used during CRRT, …
Paycom Software, Inc. ($PAYC)
I did a write up on Paycom, thought some of you might interested checking it out.
Forget the ‘Sell America’ trade: Why U.S. markets keep proving the naysayers wrong
TLDR: a long bullish article that compares the us stock market vs the rest, and why usd isn’t going to be replaced any time soon. This Saturday America celebrates its 250th birthday.
I Watched 147 Adobe Stock Videos To Expose Youtubers!
Hey everyone, I am Adriconomics. I am a YouTuber and I have been a part of this value investing Reddit subs for quite a while now under a few different usernames. I know the general sentiment around here regarding finance YouTubers is very negative, with a lot of mistrust. Most …
Do you plan to hold some/all holdings forever or take profits?
As a long-term dividend investor, I’m genuinely curious how most people here think about this. Do you have a plan to eventually take profits from your stocks, or are you mostly buying great companies and holding indefinitely? I completely understand trimming a position if it’s up several hundred percent and …
More Boomers ditched traditional 60/40 portfolios
[https://youtu.be/HAP0J\_pJ0g4?is=ubqCAsLL5XbMFykg](https://youtu.be/HAP0J_pJ0g4?is=ubqCAsLL5XbMFykg) wsj reporter said many guys missed out the equity market since 2008. target date funds were popular
Long term beneficiary of AI
Recently hyperscalers like Msft, Meta, Amazon and Google has been going through lots of bashing for their high capex spending and ultimately loosing their prices. Plenty of people have sold and are selling them to invest in the probable short term beneficiaries of this capex semi/AI stocks like MU, SNDK, …
Deep dive on Micron
Micron reported earnings last Wednesday and many people want to know if there is still juice left to squeeze in the stock. My framework for evaluating stocks is to compare the sum of the projected revenue growth and trailing operating margin to the ratio of enterprise value divided by projected …
Nvidia Looks Like a Value Play With Understated TAM Forecasts
Not long ago, I did a deep dive into Micron’s fundamentals and it became apparent how important High Bandwidth Memory (HBM) has become for its revenue. Some even argue that this new type of memory is not a traditional cyclical, which led me down the rabbit hole of “Who’s buying …
POV: the market finally gives you the prices you wanted and you’re out of cash
There are many more examples than these but this is my portfolio top 5. Generational wealth or generational stupidity? >*“The beauty of stocks is that they do sell at silly prices from time to time…that's how Charlie and I have gotten rich.”* >*“Ben Graham had written about it in Chapter …