Posts
SoFi just delivered a monster fintech quarter
$SOFI Q2 2026: Revenue: $1.22B vs. $1.11B expected Revenue growth: +42.5% EPS: $0.12 vs. $0.11 expected Net income: $156.6M, up 61% Adjusted EBITDA: $357.8M, up 44% Adjusted EBITDA margin: 30% The growth was not just financial. SoFi added 1.1M new members, bringing total members to 15.8M, up 35% year-over-year. Total …
Adobe is not that cheap
Adobe is probably the face of the SAAS apocalypse. Can't think of many software companies that are as big and lost as much from their all time highs. The narrative that AI is to blame, to me, doesn't make too much sense. Imo the price was simply too high to …
This sub rocks
I have seen that this sub’s picks lately have been doing pretty decent. Won’t say that they are rebounding hard but doing better than the broad market. UNH, Adobe, PayPal, NVO, NOW Good work, yall! Normally I just inverse this sub with like 2 percent of my portfolio and I …
On valuing cyclical companies
I feel like if I see one more comment claiming that "forward PE is always low at the peak of the cycle", I’m going to lose my mind. You guys are spreading this foolish mantra all over Reddit, infecting uninformed people like a virus, who then go on to parrot …
PACCAR - The Annuity Inside the Cycle
PACCAR receives very little media attention, as is a company that I know fondly from work experience and through the transportation sector. PACCAR is a global manufacturer of premium commercial trucks, and the trucks are the cyclical part. Bolted to every truck it sells are two businesses that are not: …
Are people still convinced semis will keep going up forever?
FMC Corporation may be too ugly to ignore.
*Fmc stock is down -85% in 5 years* FMC looks like a deer caught in the headlights. Chinese and Indian generic manufacturers have squeezed its margins by aggressively flooding the market with cheap off-patent alternatives to its flagship insecticide, **Rynaxypyr (chlorantraniliprole)**. Generics now account for a large majority of the …
Coca Cola has higher valuation than NVDA and other MAG7 stocks
Coca Cola has gained 30% this year and is reaching PE 30. It is now more expensive than NVDA, GOOGL and most other tech stocks. Is this a sign we are reaching the peak of the bubble, similar to the late 1990s?
Solstice (SOLS) reports tomorrow morning. Everyone's arguing about Element deal but there are two things in the filing I never see mentioned
Quick context: Solstice is the chemicals business Honeywell spun off last October. Refrigerants, pharma packaging film, armor fiber, plus the only plant in the US that converts uranium into the gas that gets enriched into reactor fuel. The stock ran to $88.60 by late June, mostly on excitement about that …
What Bubble?
It is hard to have a polite debate via text. Everyone reads your words in their head with their own tone and interpret intention differently. Let me be clear that none of this is directed at anyone with malice of intent, rudeness, or hatred. This is intended to help, to …