Posts
MSFT: The Seen and Unseen
From MSFT: 1. “at the start of FY '27, we are extending the estimated useful life of our data centers and office buildings from 15 to 25 years, reflecting our operating history and expected use of these assets. Simple words: by extending the “useful life” depreciation charges go down, boosting …
Sea Limited is the MercadoLibre of Southeast Asia: same marketplace plus fintech, all three businesses already profitable but its trading roughly half MELI's multiple and 40% down its high
Sea Limited is running the same engine as MercadoLibre, an ecommerce plus a fintech business but in Southeast Asia instead of Latam. All three of its businesses are already profitable, and the stock is about 40% down its high in September 2025 The financials have turned around in the last …
Korea launched 2x single-stock leveraged ETFs 9 weeks ago. Today the finance minister apologized for them in parliament, and the KOSPI got halted for the second day in a row
The trigger is almost absurd. \*\*SK Hynix posted the most profitable quarter in Korean corporate history - 60.5 trillion won in operating profit, up over 550%\*\* (Bloomberg) - and it still missed estimates. The stock fell about 10%, the index dropped 8%, and Korea got its first back-to-back circuit breakers …
Is it too late to buy MSFT?
I have been watching MSFT for a couple of months but never pulled the trigger. The stock has now skyrocketed. Is it too late to buy or will it continue to go up? Are you buying MSFT right now?
Microsoft saved the market
Microsoft proved you can increase ai capex spending while still making money and having a positive cash flow still unlike other big tech companies. This directly supports the bull case of the ai bubble
MSFT up 15.5% today
Microsoft's Azure grew 43% and secured $678B in contracted backlog as Meta's free cash flow fell from $9B to $784M on margin collapse. Prediction markets assign 0.955 odds Microsoft closes up and 0.915 that Meta closes down the day after earnings. Microsoft (NASDAQ:MSFT) and Meta Platforms (NASDAQ:META) both reported on …
’My life’s screwed’: Korean investors stress out after AI bubble bursts - Financial Times
My life’s screwed’: Korean investors stress out after AI bubble bursts Millions suffer ‘unprecedented’ losses after Samsung and SK Hynix stock tumbles  Retail investors became the Korean market’s biggest buyers this year after missing out on a 75 per cent rally in 2025 © Ahn Young-joon/AP [**Song Jung-a**](https://archive.ph/o/75Nl0/https://www.ft.com/song-jung-a) in …
AHC - Austco Healthcare. FCF positive. 27% 5 year CAGR. Australian Listed.
Hey All, Longtime lurker, first time poster. I'm a small fish in the giant pond of value investing (and am relatively new to valuing stocks so please feel free to shred my thesis). Let me preface this with what I'm pitching is a microcap. Its not some pump and dump …
ROL approaching 2021-2022 lows.
Pest control is the ultimate AI-immune business. At the end of 2022, EV was $18B, EPS $0.75, FCF $435MM. Today, $19.6B EV, $1.14 EPS, $650FCF. I have always struggled with the low absolute FCF yield on ROL (currently 3.3% which is at the higher end historically). This is explained by …
Is the AI Hyperscale hype crashing now?
Did the AI bubble pop? Semiconductor stocks are crashing across the board right now. For example Micron, AMD or TSMC lost over 30%. SKHYNIX and Sandisk lost more than 60%. Fundamentally nothing has changed. They're still growing very fast. Maybe the expectations were insanely higher, hence causing a correction. But …