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A Sign ‘Quality’ Investing Is Due for a Comeback -WSJ
A Sign ‘Quality’ Investing Is Due for a Comeback By Spencer Jakab July 23, 2026 6:18 am ET Throwing in the towel? It sounds like great investing advice, and for years it was: “Buy good companies, don’t overpay, do nothing.” But Terry Smith, sometimes called “the English Warren Buffett,” shocked …
We all know MU, RKLB, NBIS already ran. What's the most undervalued "bottleneck" stock you see TODAY?
Not looking for the famous names - memory, space, neoclouds, robotics, nuclear ETFs. All discovered, all repriced. Looking for the boring version: near-monopoly on something AI physically can't skip, trading cheap because the market is distracted. Example: Soitec (France) - down 75% because its phone chip segment died. But it's …
The Underestimated Shoe: What a Foam Clog and a Cork Sandal Say About Staying in Your Lane
# The shoe nobody bet on Picture the most divisive shoe you can think of. The one people always seem to have an opinion about. There is a good chance a listed company makes it, charges a premium for it, and keeps more than half of what you hand over …
Surging IPO activity is one of the four horsemen of a market bubble, according to this portfolio manager - MarketWatch
***TLDR****: during dot com, I forced myself to memorise the signs of a bubble: ipo, m&a, excessive valuation and I think the last was the rush of retail investors. This article reminds of that era.* Surging IPO activity is one of the four horsemen of a market bubble, according to …
20M - $60K (GOOGL, META, PWR, HONA, FER)
|Name|Symbol|Shares|Price|Average Cost|Equity| |:-|:-|:-|:-|:-|:-| |Taiwan Semiconductor Manufacturing|TSM|10.073|$414.80|$255.65|$4,178.12| |Broadcom|AVGO|21.061|$392.77|$349.03|$8,272.13| |Alphabet Class A|GOOGL|16.019|$319.40|$276.88|$5,116.44| |Goldman Sachs|GS|2.008|$1,075.63|$829.35|$2,160.39| |General Electric|GE|10.008|$348.87|$300.41|$3,491.58| |Amazon|AMZN|25|$234.78|$218.71|$5,869.49| |NVIDIA|NVDA|20.024|$208.04|$194.44|$4,165.83| |GE Vernova|GEV|4.502|$1,028.50|$972.68|$4,629.85| |Microsoft|MSFT|10|$383.15|$364.80|$3,831.50| |Ferrovial SE|FER|20|$63.30|$63.16|$1,266.00| |S&P Global|SPGI|10.049|$420.00|$425.56|$4,220.42| |Northrop Grumman|NOC|5.023|$533.48|$577.54|$2,679.69| |**Total stocks and options**|||||**$49,881.43**| **CASH:** \~**$10,000** Discussion: I bought GOOGL around $180, but recently I nearly doubled my position again in the low $300s. I …
CELH just hit a 52-week low and I don't understand why?
Celsius Holdings (CELH) just hit their 52-week low today, and as a 21 M college student, I struggle to see why it's performing so low price-wise. They are doing extensive advertising at my university (hiring promoters, handing out free cans, etc.) plus traditional advertising. I won't say they have a …
I tested a valuation metric against the Margin of Safety, book-to-market, EPV, and earnings yield on the full S&P 500. It came out on top of all of them.
This builds on something I posted a while back about every price implying a growth rate, and on the pushback in that thread, which is a lot of why I ended up caring whether a valuation claim can be checked at all. The idea is simple. For any company you …
How are people actually using AI for stock analysis?
One of the biggest changes in investing was the internet. Before that, access to information was a real advantage. Getting filings, annual reports, transcripts, analyst commentary, competitor data, and market news was much harder. If you had better access to information, you could sometimes have a real edge just by …
What are your top value picks for the next 10 years?
Hi, I am 19 and I have around $210 that I don't need right now and I want to start learning about the stock market on a smaller scale. Since I have so little, I wanted to be a little more risky and therefore I think I want to do …
$CNM Core & Main Inc - water infrastructure
Been researching water names for over 2 years now. It's not easy to find a winner because the industry is highly fragmented. I like ideas like consumables (water testing \_ Idexx or Ecolab) but water is a small part of Idexx and Ecolab is a mix - not going to …