Posts
Alright I will give you apes the solution to the question what business will be one of the biggest AI benefactors, and why you Bagholders should sell Adobe to buy ...
RELX plc, formerly Reed Elsevier ticker on LSE: REL essentially the leading player in the Analytics Industry, RELX owns established, trusted, and patented data collections and databases, ranging from insurance claims, over medical research, to legal precedent cases and case studies being led by the same innocent looking swede, [Erik …
NovaRed adds public-sector experience as Canadian critical minerals story builds
NovaRed Mining is starting to build a pretty unusual setup for a small Canadian explorer. Wilmac gives them the BC copper-gold side: 39k acres in the Quesnel belt, about 6 mil west of Hudbay’s Copper Mountain Mine. MetalCore gives them the data side: an AI-assisted mineral-property evaluation platform with more …
Worth Watching: A.O. Smith (AOS)
AO Smith is a water heater and water purification manufacturer local to the US and exports globally. They have seen a drag on sales related to the Chinese market front (< 20% of revenue), and the housing slow down (new construction \~30% of product demand). It produces cash as a …
Fintech vs Traditional Banking
I truly think Fintech will take over the market cap of most banks/institutions quickly. There’s only select small reasons you need to visit a branch. With the increase in digital transactions, using an atm is slowly dying out. Obvious any rate cut is important for banks, but I think the …
Stop just looking at the P/E and look at the runway: Why I’m buying TTD like there’s no tomorrow
Hey guys, today I want to talk about a company that I believe represents a strong buy at these levels for anyone looking for a high-quality compounder with an overlooked growth runway The market is currently pricing The Trade Desk (TTD) like a slowing utility, trading at roughly $19 with …
A VALUE idea! WY Weyerhaeuser
In the beautiful Pacific Northwest, on the long drive from Portland to the coast, trees stretch in every direction. I made a stop and struck up a conversation with a friendly stranger and made a comment about how beautiful the land was. I asked if this was a state park. …
Bending Spoons S-1 Filed Last Week
Less high profile than SPCX but an interesting tech roll-up play in consumer tech. Similar to CSU but with consumer apps. Summary: Bending Spoons (BSP) is a Milan-based serial acquirer of established digital businesses (Evernote, AOL, Vimeo, Eventbrite, WeTransfer, Meetup, Brightcove, Remini, StreamYard). It buys long-tenured installed bases at 1.2-3.5x …
Why do we value companies with a DCF ?
I feel like a DCF is the intrinsic value of a company, when the cash come back to shareholders at a certain point. So either the company is sold to another company or somebody for a premium, or it gives back the cash as dividend. So for example SpaceX is …
help me to understand what to do I just graduated from uni , orphan , no insurance , no social security or retirement plan
I live in different country from where I was born and work online so no social security , i have saved 31k in these 3 years (my income is low) and now i want to plan how to secure myself in the future since im alone , what kind of …
Stress-testing a concentrated 11-line portfolio. How do you track a permanent thesis break vs. a temporary dip in wide-moat compounders?
\*\*UPDATE\*\*: Dropped the 50% individual tech stocks for QQQM.... Just yeah... It was a mistake to use dividend yield as a criteria of entry to my portfolio. Whole point of tech companies is: CapEx light, high FCF that allows re-investment into the business. It really stops being a prominent tech …