Posts
If SpaceX were valued like Boeing, most SpaceX shareholders would be crying right now.
Based on tangible assets, current revenue, debt levels, and traditional aerospace valuation metrics, SpaceX's implied share price would be somewhere between **$0.13 and $2.46 per share**. Yet private market investors continue valuing it at hundreds of billions. Why? Because nobody is buying SpaceX for what it is today. They're buying …
ADBE Risks
Wanted to create a post discussing every Risk that ADBE faces right now. We all know the valuation looks good, there’s no point discussing that. The investment thesis for Adobe solely rests on how well they can mitigate the risks that they face. Disclaimer: I’m of the opinion that the …
Looking for a Munger/Li Lu-style sparring partner for deep value research
Most people out there are just collecting tickers or chasing macro noise. If you prefer spending weeks reading hundreds of pages of filings just to find the one asymmetric bet where the odds are overwhelmingly in your favor, let's talk. I’ve dug up a few boring, unshakeable businesses currently trading …
Tool for finding special situations
I built a free Live Feed of US special situations as part of Special Situations Digest. Real-time SEC filings, filtered down to the events that actually matter: activist stakes, going-private deals, tender offers, spin-offs, strategic reviews, restructurings, capital returns. No signup, no paywall. Just signal. Check it out: [specialsitsdigest.com/live-feed](http://specialsitsdigest.com/live-feed)
Accenture (ACN): Buy | Price Target $235 | +35% Upside
New report. Interested to hear your thoughts on ACN and the SAS selloff as a whole
Writing a Practitioner's Guide To Valuation - Thoughts?
I'm curious your thoughts on the idea of writing up a series of blog posts or a short book, even, that covers some of the 101 principles of valuing a company. The idea would be to make it super accessible in terms of readability and can very slowly introduce some …
[Week 20 - 1984] Discussing A Berkshire Hathaway Shareholder Letter (Almost) Every Week
**Full Letter:** https://theoraclesclassroom.com/wp-content/uploads/2019/09/1984-Berkshire-AR.pdf **Letter Only** https://www.berkshirehathaway.com/letters/1984.html This week we will go over two segments on two fully owned businesses that have had extraordinary years, Buffalo Evening News and Nebraska Furniture Mart. Also the acquisition of a large stake in ABC and Capital Cities in return for funding their merger. Along …
What happens when Elon Musk is no longer leading his companies?
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Adobe is doing what’s needed to win. Market mistakes it for a loss.
Adobe released earnings and the stock dived over 10% within a day to its 8-year low. All of the reasons that led to this are also those that will see it trend up. The reasoning behind the SaaSpocalypse is simple - AI will make software development cheaper and better, leading …
$TKR - (The Timken Co.)
I first posted this thesis on my twitter when the stock was around \\\~114/sh. I think it’s a compelling opportunity for people looking to build robotics/physical AI exposure. I’ve copied and pasted that same thesis here if people are interested. Actuators account for 40%-60% of the entire BOM for a …