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With Nvidia being under 30x for PE ratio and growing revenue significantly every quarter, why does this sub focus so much on Meta and Microsoft?
Looking to understand the meta and Microsoft bulls. Do you guys just not care if the companies bounce back for a few years or is there an actual angle to this? Is it because their businesses are easier for you to understand?
Intel has to start raising equity to get over the capex spending
The stock has recovered noticeably, largely pricing in a growing foundry pipeline that includes the multi-phase $119B "Terafab" project with commitments from Tesla, SpaceX, Nvidia, and Google. While the immediate crisis has passed, the capital expenditures required for this expansion are substantial. To fund this growth without overleveraging the balance …
During this selloff, are you buying new names or just adding to your existing positions?
This recent market has been rough. Feels like every day another stock on my watchlist is suddenly a lot cheaper than it was just a few weeks ago. The interesting part is that a bear market creates two completely different opportunities at the same time. You can either double down …
My thoughts on Nike which will be releasing earnings next week
Nike will be releasing earnings next week. Management already prepared us to not expect any major wins A lot seems to have gone wrong with the company in recent years, and the worst part is that this seems to mostly have been self-inflicted. 1. Went all in direct to consumer, …
A contrarian case for Wendy’s
Many customers believe that Wendy’s died the day Dave Thomas was buried in 2002. And rightfully so! Dave Thomas was more than a founder; he was literally and figuratively the company’s patriarch. An orphan and high school dropout, he built the chain from a single Columbus, Ohio, location in 1969 …
Have you used Barebone.ai? Is it worth the steep price?
Hey has anyone used the app barebone.ai it seems useful but SO expensive $40+/month for what seems to be a perplexity wrapper as an app?? **Here’s what it offers which seems fishy:** \- INVESTMENT RESEARCH Instant, deep analysis on any stock or asset \- NEWS INTELLIGENCE Personal, daily briefing on …
Pizza Has Gone Cold. Domino’s Is Still Worth a Look - WSJ
Pizza Has Gone Cold. Domino’s Is Still Worth a Look - wsj https://www.wsj.com/business/hospitality/pizza-has-gone-cold-dominos-is-still-worth-a-look-38fab850 The category’s sales are stagnant and its chains are faltering, but Domino’s can emerge as a winner By David Wainer June 25, 2026 at 5:30 am ET Americans aren’t as hungry for pizza. Neither is Wall Street. …
FMX - Fomento Económico Mexicano
What is your opinion of FMX? THe idea of foreign constumer staples seems attractive, and it appears slightly undervalued. EV / EBITDA is 8.57 compared to industry average 10.68. They're a conglomorate with many subsidiaries, but two of them earn the lion's share of revenue: OXXO (South & Central America's …
The Bunker, the Billionaires, and the Bank
On the QAV America podcast this week, I did a deep dive into a tiny bank based in Virginia that nearly wiped itself out, loaning a bucket load of money to a billionaire senator that owns a luxury hotel with a decommissioned Cold War era bunker underneath it, but somehow …
Is $CRM trading at 60% of its intrinsic value?
Salesforce's TTM free cash flow is about 14.66B. Management guided FY2027 free cash flow growth to 4%-5%. The balance sheet adjustment is -$19.67B, calculated as cash, marketable securities, and strategic investments minus debt, including the new debt from the $25B debt-funded share repurchase. Using a simple DCF: * Starting FCF: …