Posts
Phil Town(Rule One #1) year long value investing course worth it?
After the classes live online class, Phil Town's team offer a year long course for $10K. Has anyone took it? If yes, what's your thoughts on it and could you learn what they teach in other places without having to pay 10K?
Near 52-week low names you are accumulating or on your watchlist?
A few names on my buying list lately (feel free to scrutinise) 1. FICO - i understand its moat could be eroded but at this price i think it is worth to take a closer look 2. MCD - is the fall due to high treasury yield? Investor fled stable …
Berkshire Hathaway added another $53.8 million dollars to their stake in Lennar the past three trading days - SEC Form 4 filing
[https://www.sec.gov/Archives/edgar/data/315090/000119312526409451/xslF345X06/ownership.xml](https://www.sec.gov/Archives/edgar/data/315090/000119312526409451/xslF345X06/ownership.xml) My personal opinion is that these buys belong to Ted Weschler, given their relatively small size. BRK now holds 26,034,436 class A shares of Lennar and 553,000 class B shares of Lennar.
75 U.S. Companies Above $10 Billion With the Highest Free-Cash-Flow Margins in 2026
|\#|Company|Ticker|FCF/Sales|2026 YTD|5Yr Rtn|Div Yield|Cap| |:-|:-|:-|:-|:-|:-|:-|:-| |1|AppLovin Corporation|APP|65.88%|\-56.90%|\+301.31%|0.00%|$173.1B| |2|VeriSign, Inc.|VRSN|62.42%|\+17.16%|\+40.06%|1.15%|$22.7B| |3|Antero Midstream Corporation|AM|59.09%|\+17.10%|\+171.77%|4.46%|$10.8B| |4|Krystal Biotech, Inc.|KRYS|58.52%|\+34.89%|\+536.97%|0.00%|$11.0B| |5|Sandisk Corporation|SNDK|56.77%|\+632.96%|N/A|0.00%|$336.5B| |6|Palantir Technologies Inc.|PLTR|54.55%|\+5.23%|\+678.08%|0.00%|$280.3B| |7|Arista Networks, Inc.|ANET|48.91%|\+55.38%|\+847.94%|0.00%|$214.3B| |8|Veeva Systems Inc.|VEEV|48.16%|\+27.87%|\-0.94%|0.00%|$28.8B| |9|Exelixis, Inc.|EXEL|47.55%|\+33.26%|\+176.30%|0.00%|$13.5B| |10|Visa Inc.|V|47.23%|\+3.07%|\+67.55%|0.75%|$663.2B| Market values above $10 billion · September 30, 2026 [75 U.S. Companies Above $10 Billion With the Highest Free-Cash-Flow Margins …
Hershey is cheap
It’s trading at around 10x what the FCF for 2026 should be, with 3,5% organic growth. The combination of net income jumping up plus the buybacks starting should be tailwinds. They have great management and long term thinking owners. Fears around GLP-1’s haven’t materialized despite being available for years now. …
Nextil (NXT) H1 2026 Financial Results Summary
Here is a summary of Nextil's H1 2026 financial results compared to H1 2025 based on their latest earnings report. **Key Financial Metrics (H1 2025 vs H1 2026)** **Revenue**: 27.2 million EUR on a like-for-like basis, up 66.4% year over year from 16.3 million EUR. Normalized revenue including the Sindutex …
Is Nike Stock a Buy? The Case for a Recovery
Hey everyone, I run the independent research firm Northwise. I just posted about Amazon this week, and wanted to follow up on Nike. Nike reports after the close tomorrow, October 1. I've been working through what its earnings could look like if the product recovery continues, and the part I …
Can You Still One Up Wall Street?
Peter Lynch said the little guy has an edge. Is that still true?
CASY Value reset after earnings and huge bull run- competitive advantage remains = attractive entry price?
Bought an entry level position in CASY today - looking for Buffet style play, that is; **Easy to understand** Gas, snacks, and pizza in small-town America. Casey's is usually the only real store in town, so people fill up there, grab a slice, and come back tomorrow. Pretty easy to …
United Natural Foods Agreed to Settle $39M With Investors over Profit Claims
Hey guys, if you missed it, United Natural Foods ($UNFI) just agreed to settle $39 million with investors over claims that the company hid how inflation-related inventory gains were boosting its profits. The settlement terms have already been submitted to the court for approval. In a nutshell, UNFI was accused …