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FUBO — Pre-Earnings Analysis
The stock is trading at $8.33-8.65. Including Disney’s 70% stake, the look-through enterprise value is roughly $1 billion, while the company generates about $6.2 billion in annual revenue. That values the business at just 0.16 times revenue. At the current valuation, each subscriber is valued at roughly $140. Pay-TV transactions …
5 companies I'll be adding to in 2026
My valuation: perpetuity DCF with margin of safety hurdles and FCF yields. These are the most interesting opportunities I found: **CME - Chicago Mercantile Exchange** Fundamental driver: macro volatility. They sell hedging contracts. Revenues are a toll on risk. Perpetual corporate demand. Moat: impossible to destroy. Liquidity attracts more liquidity, …
SP500 is masking what is really going on, only down 2.5% from ATH while major stocks tumble
The SP500 is down \~2.5% from ATH, so this isn't a big deal, there is no crash, there is no bubble, we are safe. Right? RIGHT?!?! Looking around at the other shit. the AI shit. Are we just ignorant to what is going on around us? Or are we intentionally …
Where EQPT starts full unravel
Here you go: **The thing propping up EQPT isn’t the fleet, it’s a tax pitch that won’t survive contact with the IRS** Everyone is arguing about the short report and whether the self dealing stuff is real. Doesn’t matter. There’s a simpler problem that works even if every word of …
IOS GY - Europe’s Sovereign AI Play
Europe is being forced to care where its data lives, and IONOS is the only listed pure-play that already owns the answer: German-domiciled, EU-operated cloud infrastructure outside the reach of the US CLOUD Act. It is already serving the German federal government through ITZBund, with an AI layer, being sold …
Need suggestion on buying US stocks
# Hi ALL, I am planning to buy following US stocks. Please let me know if these stocks are worth of long term investing ( 10 Years) * Badger Meter Inc (NYQ: BMI) * Stryker Corporation (NYQ: SYK) * Intuitive Surgical Inc (NSQ: ISRG) * Heico Corporation (NYQ: HEI) * …
Buffett purchased $10 billion worth of Google stock. While everyone is asking why he bought in, a more compelling question is: why was Google in such a rush to sell?
Buffett confirmed on CNBC that he personally executed the trade, which involved buying $5 billion in Class A shares at $351.81 and $5 billion in Class C shares at $348.20. This transaction was part of Google’s $84.75 billion financing plan announced in June—the company’s first equity issuance in 20 years. …
Weekly Stock Ideas Megathread: Week of July 27, 2026
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other users' posting/commenting history before following advice or stock recommendations.* *New …
NVidia is Riskier Than It Looks (Deep Dive)
NVidia is the golden child of the stock market right now. People think NVidia and AI are synonymous with each other, and that there can be no AI without NVidia. Google proved this false when they trained their Gemini model on Google TPUs with no NVidia involvement at all in …
Update on CME/CBOE
This is a follow up to: https://www.reddit.com/r/ValueInvesting/comments/1uak2b7/cmecboe_here_might_be_worth_a_pickup/ So CME ended up caving and is planning on releasing perpetual futures: https://www.cmegroup.com/media-room/press-releases/2026/6/30/cme_group_to_launchsinglestockfuturesonjuly27.html From when that post was written, both stocks experienced a serious leg down. Had anyone followed through and bought on June 22nd. They would've suffered a (CME/CBOE) 11%, 10%, max …