Posts
16 Investment write-ups to look at
Another set of company write-ups from Substack authors, all from within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/](https://gilescapital.substack.com/) # Americas **Elliot's Musings** on [**Micron Technology**](https://alphaseeker84.substack.com/p/micron-technology-mu-q3-fy2026-results) (🇺🇸 MU US - US$1.3tn) Latest quarter beat estimates as AI memory chip demand accelerated. Management guided next …
Is Copart on sale or is this another investing mirage?
I’ve recently been looking at Copart as a potential investment. Broadly speaking, I like the contrarian angle of looking outside the current “AI trade” and finding companies that may have their day in the future. Copart runs a disciplined balance sheet, generates strong cash flow, has favorable margins, high ROI, …
What to do if you don't know whether to hold or sell?
So basically, this isn't really value investing maybe but I think people on this sub are the smarter in trading. If I have a stock and it might just go straight down to hell, or it might go up a little bit and give better opportunity, all within the next …
Atlassian is losing money on $5.2 billion in revenue
My take on TEAM (ATLASSIAN) and why its a disappointing investment even at 79$. Maybe a buy at 70$... $5.2B revenue, 20% YoY growth, but $130M operating loss, like wth $1.36B in stock based compensation last year, 26% of total revenue, one of the highest in software (its a common …
FuelCell Energy($FCEL) Deep dive
Feel free to read my deep dive on $FCEL, it’s completely free. FuelCell Energy recently signed a deal with FitEnergy for 380 MW, while 30 MW is completely de-risked and is binding. There is alot of upside to this stock, just today it went up 30%. My deep dive covers …
Why do people here prefer buying stocks that drop by more than 50%?
Instead of high-quality companies that never drop by more than 25% and keep compounding shortly after the dip? It's always the same scenario... The stock drops a lot and looks super-cheap, so you buy. The stock keeps dropping, so you buy more to average down. The stock keeps dropping and …
GRPN: the little company that could
GRPN is my biggest holding. I think they are pulling off one of the best business turnarounds we have seen in the past decade and the market is dead asleep on it. Am I regarded? Read and decide for yourself. My bull case has three legs: a platform with massive …
Any hope for CVX?
The price of CVX seems to have come down recently so I am thinking of buying it again, however I’m still a bit skeptical. 1. the margins seem to be declining 2. the PE ratio is pretty high 3. the dividend payout ratio is over 100%. It is however an …
At these valuations, how can anyone NOT buy Copart like there’s no tomorrow?
Hey guys , forget the usual names like MSFT, META, or ADBE because Copart ($CPRT) is on sale , and I am struggling to find a reason not to load up. They own the actual land (junkyards/processing facilities), creating a massive, asset-backed moat that competitors simply cannot replicate due to …
A Simple Intrinsic Valuation of Microsoft (MSFT)
I’m sure you’re all sick and tired of Microsoft posts, however valuations can vary dramatically depending on the creators expectations of Azure and return on AI infrastructure projects. I have taken a simplistic approach to attempt to provide a sense-check for these models. Would be great to hear your thoughts …