Posts
The Case on Salesforce Stock (CRM)
Because a surprising number of people own this stock (or its ETFs) without quite knowing what it sells, here is a simple breakdown first. Salesforce rents software seats to companies' sales, service, and marketing teams. When a salesperson logs a call, a support rep opens a ticket, or a marketer …
Should I dump ABTYX, CSAIX, FIHBX, WACSX?
I inherited a small IRA and am trying to improve performance. Among the holdings are ABTYX, CSAIX, FIHBX, and WACSX. All of them look shaky over the past 5 years. Zacks rated all of them as sell or strong sell, but Reddit has also advised me that Zacks is a …
Netflix, Mastercard, and Meta. Three holdings that I am depositing more cash into.
Netflix has a free cash flow that is contradictory to how the market has been treating it in the past few weeks. Considering their debt is low enough that it isn't a wide concern (AKA No WBD merger), I can see this stock easily trading in the 80s range. I'm …
My thoughts on CBRS
The investment case for Cerebras (CBRS) fundamentally rests on two core questions. First, is Andrew Feldman the right leader with the team to deliver and execute on the plan? Second, how much market share can he realistically take from the incumbents and hyperscaler alternatives, specifically folks like NVIDIA, AMD, AWS …
Does anyone use net-nets / cigar butts in US stocks? If so what market caps?
I want to know if classic Graham net-net / cigar butt investing is still doable in US stocks in 2026, from people who've actually done it with real money rather than backtested it. My account is under 100k, so the usual net-net liquidity problem isn't a problem for me. I …
Value investing in sectors?
Instead of considering individual stocks what sector currently would you say is undervalued? And perhaps from there it would be easier to find good value plays.
“Value Trap" Alert: Which stocks are being mistaken for "Value" but are actually just traps?
Guys, I’ve been doing some thinking. I often see people on this sub labeling certain stocks as "Value" simply because the P/E ratio has dropped or the price is well off its all-time highs. We all know that **a low price does not equal high value.** Too often, behind a …
The more I follow Palantir, the less I think it's just an AI software company.
A few years ago I would've described Palantir as a defense contractor with great software. Now I'm not so sure. It feels like it's evolving into an operating system for organizations that need to make decisions from massive amounts of data. The government side is still a huge part of …
Keysight Technologies (KEYS) and Keep Looking Ahead (KLAC) B2B businesses
What are your thoughts on Keysight technologies (KEYS) as a company? It doesn't have many competitors and is top in its business segment. However, how many people do need these products which require a high level of electronics knowledge. Does that make its business difficult to scale? Similarly, KLAC is …
Umm.. "A Defense of Value Investing", I guess?
Forward: I recently found myself hitting a milestone I always said would be the trigger for me getting a tattoo of the future value annuity formula (that alone should tell you how I approach investing).. it's a long story, and I won't be discussing the trigger point, or even the …