Posts
Goldstone Resources down 40% - value play?
This is a more high risk stock, which is why it trades at under a penny. But as this is a value investing forum I'll share why I placed my order yesterday. ​ Directors opted for shares instead of the pay they were owed (after the recent capital raise) The …
13 Investment write-ups to look at
Fresh round of company write-ups from Substack worth reading, all published within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com](https://gilescapital.substack.com) # Americas **Wolf of Oakville** on [**ADF Group**](https://www.wolfofoakville.com/p/adf-group-inc-drxto-fins-review) (🇨🇦 DRX TSX - CAD$294m) Structural steel fabricator, 9.9x earnings, $646m contracted backlog after a record …
Adobe: Value Trap??
I used to think ADBE was the baby thrown out in the SaaSpocylypse narrative bathwater, although I think the market is actually being prescient here (like, in newspaper industry). Although it's had 6 consecutive beat and raise quarters, there are clear cracks showing it's foundation. 1. Operating and FCF margins …
Elon Musk claims $1T in revenue for SpaceX by 2030??
I'm seriously convinced Elon Musk is the biggest stock pumper in the market. In a recent X post, he claimed SpaceX could reach $1T in revenue by 2030. Is this guy living on the same planet as everyone?? He is always over promissing causing people to just go crazy and …
Is the nasdaq considered in near the same regards of safety for long time investments?
I know the snp is help in the regards of being the golden safety investment but whats the concensus with the nasdaq? If i were too put 100k into it for a prioid of atleast 20 years would it be as safe (and more profitable) to invest in the nasdaq?
RDDT Price Target: $425, Current: $181
For full-year 2026, this fiscal year, Reddit is projected to have **$1.02 billion in net income** and **$3.23 billion** in revenue. Let’s strip out the current AI deal of **$100 million** and assume a **30% tax rate**. That would bring net income to about **$995** million, giving them margins of …
Thoughts on MELI stock and the Multiple?
Just wondering what are everyone’s thoughts on this stock and the price that it is trading at. I understand that the growth rates are very high (49% year over year), but the margins have also compressed significantly (from 13% to 6.9% year over year). So essentially, they brought in much …
I am unable to buy risky stocks
No matter how hard I try to convince myself to buy something with high risk high reward, I end up chickening out. The only stocks I own are Berkshire Hathaway, and some pharma/defensive plays like ABBV, WMT, V, KO. I just watch my portfolio stagnate over the last couple of …
BRK underperforms SPY for 23 years, cumulative
Some user wrote this in some discussion? It this true? BRK as BRK.B Please, no "in 10 years" answers, because if you wrote that 20 years ago you would be wrong.
Brightstar Lottery down 25% - value play
Happy to share so much on this stock, but appreciate a lot of text puts people off from reading. I have had daily conversations with AI pulling in all of their data, utilising public info such as lottery ticket sales and tracking rollover jackpot status. ​ If you take a …