Posts
Propel Holdings (TSE:PRL) The Growth, Value & Dividend-Paying Subprime Lending Stock
Propel holdings is a Canada based profitable, dividend paying (3.9% yield) subprime lender that is trading at 13x PE. Its revenue and profits have grown at 40+% CAGR since 2020, representing discipline in not only topline but bottom-line growth. The share price has dropped over 30% from 52weeks high due …
Anyone have next week earnings calendar infographic?
I'm looking for the infographic which shows all the companies that have earnings call the week of Aug 3? It's a depiction of the weekly calendar that has all the big or popular companies earnings call and if it's morning or night. TIA.
AI Bubble?
This is my view on the whole *AI Bubble* thing. Think about how a classic gold rush works. * At first the money is made selling shovels. * But for a gold rush to be sustainable miners have to start digging up actual gold * The value of gold have …
Looking at $TMUS as a value pick - looks good to me, Schwab, Morningstar, CFRA, and Argus but I want opinions
I came across $TMUS as a solid medium/long-term value compounder and wanted to get the community's take on my thesis. To me, it looks like a high-quality business trading at a compelling price. The Fundamental Picture Free Cash Flow (FCF) Generation: Full-year 2026 adjusted FCF guidance was recently bumped up …
If you were to pick one MAG7 stock to hold over the next 30 years, what would it be and why?
If you had to pick one at CURRENT prices, what would it be ?
Meta printed the worst quarter of the four hyperscalers this week. It might also be the only one holding a free option.
Quick follow-up to my google post. Microsoft guided capex up 35% and gained $260B overnight, amazon hiked to $220B and jumped 7%, while google and meta spent less and got punished. the difference is tenants. azure and aws rent their compute out, 43% and 37% growth against contracted backlogs, so …
Why did Google Operating cash flow decreased Q/Q?
I know all about their financing activities in Cloud/Data centers and negative FCF. But couldn’t understand why operating cash flow decreased. Could someone explain?
Half trillion casually went into MSFT today, and another one trillion into semiconductors and other tech stocks...
There have been some crazy moves today, and it's even crazier when you realize how much money is being moved on days like today. I mean, 1-2 trillion dollars was literally the worth of the entire stock market a couple of decades ago... Gold is also up half trillion today. …
ILLUMINA $ILMN :0
As someone who has worked in multiple biology / genetics labs, I have always paid attention to one company in particular that made all of the DNA sequencers and equipment for the lab, Illumina! I realized about a year ago that their stock had been hit hard from tariffs and …
How an 8-person fund called "Situational Awareness" blew up $24B, sold its whole portfolio, and triggered a market drop
Killed from both sides: long the AI buildout (SK Hynix, Nebius, SanDisk, Micron, CoreWeave - all down 35%+), short software names like Adobe that ripped higher. **The part that should scare you:** forced sellers don’t care about your cost basis. They were forced to sell off their entire public portfolio …