Posts
So investors ignored the great numbers and focused on one fear: if Google stops sending people, where does Reddit's growth come from?
Reddit just had maybe the best quarter of any social platform this year... revenue up 61%, profit almost tripled, users up 18%. Stock dropped 20% anyway (it was down 23% at the lows, per CNBC). Why? Four words buried in the investor letter: "search referrals were choppy." That's it. That's …
Anyone buy The Travelers Companies ($TRV) recently?
I made a post two months ago about how big name national insurance carriers and brokers could be hidden value no one seems to be talking about. A few names are up since then like Chubb and Allstate but what caught my eye is that Travelers is up over 30% …
Novo Nordisk
I entered today. My target : 100 Novo Nordisk has disappointed investors for a while, and the market has lost confidence. Look at today’s drop. That doesn’t make me bearish - it makes me interested. The obesity market is far from saturated, and while competition has intensified, Novo remains one …
Agentic workflow/ AI implementation and use-cases in asset management
Anyone had success automating parts of their research or portfolio analytics workflow? I’m at a sc/smid long-only fund that’s part of a larger enterprise, and we’re struggling to even get the infrastructure in place to start using AI effectively, let alone see it improve productivity or analysis. Curious what’s worked …
AbbVie sales rise as Skyrizi and Rinvoq offset Humira decline
$ABBV Q2 2026: Revenue: $16.99B vs. $16.81B expected Revenue growth: +10.2% Adjusted EPS: $3.65 vs. $3.64 expected GAAP EPS: $2.03 vs. $0.52 last year Adjusted operating margin: 48.3% The main story was immunology. Global immunology revenue rose 15.1% to $8.79B. Skyrizi revenue increased 24.4% to $5.51B. Rinvoq revenue increased 24.5% …
Contagion and Peter Lynch-style investing in the Trump Era
I've recently found Peter Lynch and his books and like many of you, I felt felt seen. Not to be all Pete Campbell here and think that I arrived at his conclusions independently, but I felt like his investing outlook really really lines up with my own and what I've …
Tech stocks are getting crushed again and everyone is asking what to do next
[deleted]