Posts
Nextpower is one of the best deals in the market
Nextpower is the number one solar tracker maker in the world. It holds \~55% share in the US and \~30% globally, and has been number one for eleven years running. It has $1.2B in cash, no debt, and $5.8B of signed orders in the book. It's been beaten down 45% …
Picking Stocks vs holding an Index
If a part of my investment is in an index funds, does it make sense to also purchase stock that I feel are well positioned? I feel that only holding an index means you are holding a mixed bag of companies. By investing in highly profitable companies with solid ROE, …
Is this bottom for GLD?is anyone buying
I see doable bottom for GLD ? Does anyone feel the same here ? I want to all in into GLD and SLV. Any thoughts or anyone buying.. I see doable bottom for GLD ? Does anyone feel the same here ? I want to all in into GLD and …
WMT at these prices?
I’m not too sure what to make of this stock. 200B in assets, 3% profit margin, and a PE of 39. Is it worth buying? Seems overvalued to me even as a defensive play but I’d like to hear what you guys think.
Let’s ask the real question. Out of the major players spending on A.I. (Amazon, Google, Meta and Microsoft), who is most likely to win the race?
Title.
Semiconductor Investing is Ruining the Real Economy
semis arent the real businesses that make the world turn. They’re very important but most industries have been hurt very badly by the semi bubble sucking all of the oxygen out of the room per say. There are so many businesses across all industries that have been utterly crushed by …
RDDT drawdown and what Reddit should do
The more I think about this, the advantage is in Google's court, but Reddit priced at $24B (net of cash) means it could work quite well for RDDT investors. Ultimately, Google owns the front door, and they've disintermediated other businesses like this. Reddit's best asset is that so many queries …
$CELH is a long term 20 bagger
I honestly think $CELH has one of the highest upside-to-downside profiles in the market right now. I know saying it could be a 20x over the next 10–15 years sounds insane, but people said the same thing about Monster years ago. The difference is everyone seems fixated on slowing U.S. …
Deep dive into Parken Sport & Entertainment - A unique Danish company
How often does one look into a company that owns a football club, a stadium that hosted Eurovision, a round of 16 UEFA EURO 2020 match, UEFA Cup final, a Michael Jackson concert, 3 holiday parks with 2,300 holiday homes, and rents office space with occupancy above 90%? That's **Parken …
SONO: Cheap, profitable and growing
Sorry if this is the fourth time you’ve seen this post: Reddit’s filters keep removing it, so now you get a version with no links at all. Hopefully that’s the problem, but who knows 🤷♂️ Anyway, Sonos (SONO) makes higher-end speakers and sound systems, and it seems like they are …