Posts
Financial statements are built for reporting, not investors, so I built this
One thing that has always bothered me about financial statements is that they are built for reporting and not necessarily for investors. The information is all there, but the insight is usually buried. You have to know what to look for, which numbers matter, how they connect, and whether a …
Somehow going against this sub's takes have always worked out for me
I was on software not long ago, mainly because of the people of this sub claiming undervalued, until I got tired of hearing it and switched to memory stocks. While most of people here keep telling me memory is a commodity and that its gonna pop soon when I bought …
I still think the Redwire case is pretty strong even after this recent pullback
I get why the stock got hit. The dilution due to ATM news was ugly and the whole space basket has been all over the place around the SpaceX frenzy. Tbh, RDW had run so high that it was probably asking for a reset anyway. The reason I still have …
My honest thoughts on Reddit (RDDT)
I've been looking into Reddit, and it genuinely seems like a very strong business to me: \- 60%+ revenue growth for seven consecutive quarters, \- 91%+ gross margins, \- 40% EBITDA margins, \- Near-zero CapEx. It passes my basic filters as a company being in the buy zone. I like …
Serve Robotics seems like one of the few “real” robotics use cases out there, so why does the stock still feel dead?
I’ve been looking at **Serve Robotics (SERV)** for quite some time now and this one actually feels like it has a product that makes sense in the real world. Robot delivery for short-distance urban routes doesn’t sound crazy at all, especially when labor is expensive and companies like Uber are …
The next AI bottleneck might be intelligence sovereignty
I wrote [a post](https://eastwind.substack.com/p/fable-in-shackles) about something I think investors are underappreciating in the AI trade. Most of the AI discussion the past few years has been about investing in bottlenecks (compute, memory, optics, power, etc.). But the recent Fable / Mythos restrictions made me think the next bottleneck could be …
Finding value where others aren't looking - Auxly Cannabis
Ticker in Canada is XLY.TO USA is CBWTF All numbers in CAD I've been invested in Auxly Cannabis for the last couple years with a current average cost basis of $0.11. Like many other Cannabis stocks, Auxly went public pre revenue and the market eventually caught up with it. After …
Burry might be right about Nvidia, but how long do we have to wait?
I've been watching what he's been saying about Cisco and Nvidia since he first put it out there. It was hard to dismiss, hard to time in the typical Burry style. He might be right about Nvidia, but how long do we have to wait for his prediction to come …
Micron ($MU): AI has raised the floor but has it killed the memory cycle?
Hi guys, I'd appreciate it if you shared your thoughts about the valuation of Micron. I know it's not a value stock right now but I hope the subreddit is suitable for a general valuation discussion, reverse DCF models etc... as well. Can be deleted if not. # Intro Micron …
Netflix is plugging password sharing loopholes
Netflix is introducing multi factor authentication (Face ID, etc) tied to individual profiles beginning July 7. They will eliminate the loophole of traveling and SMS codes that has kept password sharing going. Before the first round of password sharing restrictions a few years ago, Netflix had estimated 100 million households …