Posts
Can the mods do something about the incessant ADBE spam?
I swear every time I open reddit I see another post about ADBE on this subreddit. That's all Stop it
The market prices critical minerals as a mining story. The chokepoint is refining — and that mispricing is where it gets interesting.
Most coverage of critical minerals frames them as a supply story: who has the deposits, who's digging them up, reserves in the ground. I think that framing misprices the whole sector, and the gap between "mining" and "refining" is where the actual structural insight sits. Wanted to lay out the …
WU: CEO bought $1.5M of stock. Dividend at 10.1%. Graham Score 5/7. Here's the full algorithmic analysis.
Quick transparency note before the analysis: The calculations in this report run on an algorithm I built myself — Graham criteria, Earnings Quality framework, all coded from scratch. Data from Yahoo Finance and SEC filings. An AI agent (CrewAI) narrates the output in the structure I designed. The numbers come …
I'm Backing Up The Truck Now - $ADBE
Adobe ( $ADBE ) just reported a **double beat,** **raised guidance**, but *dropped \~10% * A *12% FCF yield,*means the market is assuming not just slower growth, but actual permanent structural decline. I work in creative land and was buying around $250, but at \~$205 now I'm backing up the …
I Believe that Satellites Will Replace Cell Towers; Here's Who I Think Will Win (and it's not SpaceX)
Recently SpaceX has been saying that wireless direct to cell represents a massive market and could surpass broadband. SpaceX is far from a value stock, and I firmly believe that global connectivity will no longer be focused on terestrial cell towers which are expensive and inefficient. The future, which is …
NCRA: Turnaround Story or Just Hype?
I've been digging into NCRA recently and I'm still trying to figure out whether this is a genuine turnaround story or just another microcap AI play. The company has announced several initiatives involving AI, acquisitions, and technology-focused investments. On paper, the strategy sounds ambitious, especially considering the current market cap. …
Financial Wizard or Fraud?
Everybody and their Uncle knows about the recent SpaceX IPO. SpaceX just disclosed that they are buying a company by the name “Cursor”. How will they pay for it? Issuing stock, yes the same company they diluted to raise around $75 + $11 billion just a few days ago. Now …
When to take profits? Gas / oil sector
Hey all, I’ve been investing for almost a year now. I studied Graham, Munger, Buffet and listened to Peter Lynch. I enjoy the information they have. I’m struggling on deciding when to take profits. I bought into oil CVX just before Maduro was kidnapped. And into Eni shortly after as …
I wrote up why diversification is not really about the number of stocks you own
hey, I’ve been thinking a lot about the diversification vs concentration debate. The discussion usually gets stuck between “own 20-25 stocks and you’re diversified” and “just concentrate in your best ideas,” which feels too simplistic. So I wrote up a piece trying to separate the different reasons investors diversify. The …
GRANGE RESOURCES LIMITED ( ASX:GRR), A RARE DEEP VALUE OPPORTUNITY.
This is the completed deep value report as promised. ( Not investment advice.)