Posts
The "Cancelling the Saaspocalypse" Bet is Highly Volatile
Yesterday ServiceNow shares fell 6.47%, This happened because a company called Pegasystems had some bad results which they attributed to the rise of AI. Then ServiceNow announced Q2 results and in after hour trading, the stock has climbed back 5.56% as of writing this. There are many situations going on …
The Cut Nobody Sees: Three Companies Collecting Every Time Your Dollar Crosses a Border
A fashion label in Lyon decides to go global. A shopper in São Paulo clicks buy. In the next ninety seconds, a currency converts, a duty calculates, a payment rail nobody in Lyon has heard of gets pinged, and a settlement routes back across the Atlantic. The jacket ships. The …
INTU deep dive: Finding value in the SaaSpocolypse (maybe?)
IGV is down roughly 25% from its September 2025 peak. Salesforce is down about 40% this year, with Workday in a similar range. Around $2 trillion of software market value has disappeared, and software’s forward P/E has fallen below the S&P 500’s for the first time: from roughly 84x at …
Bought 20 companies for $1,000 dividend challenge account 1 months ago, Part2
Here's the full list, up 3.21% vs SP500 -0.04% 1. DOW (Dow) 2. BDX (Becton, Dickinson and Company) 3. GSK (GSK plc) 4. MDT (Medtronic) 5. PEP (PepsiCo) 6. ELV (Elevance Health) 7. CVS (CVS Health) 8. PFE (Pfizer) 9. BMY (Bristol Myers Squibb) 10. WPC (W. P. Carey) 11. …
I basically stopped clicking Google links months ago. Their quarter just explained why that doesn't matter.
Like a lot of people, i've mostly stopped clicking through Google results. i read the AI answer and move on. by the old logic that should be killing their ads business. then this quarter printed: queries at an all-time high, AI Mode past 1B monthly users, search revenue still up …
How long are folks holding on to Kenvue ?
I hung in tight after buying Kenvue stocks based on Scott Galloway tip. I wonder when I might be able to let it go. I only bought 50 shares (ugh at 20.88). Thanks!
Volatility Tax: The Enemy of Compounding Returns
It's common knowledge in value investing circles that volatility isn't risk. While I think this is true when viewing risk from a comprehensive perspective, many falsely believe this means you can ignore volatility entirely. The truth is, there is a known and tangible drag on portfolio performance known as the …
FDA Reports a New Cyclospora Outbreak - wsj
***(Note: I bought CMG roughly 10 years because of food poisoning. I sold after the ceo left for Starbucks 2 years ago. Now I am watching this sector closely. This is a long tooth gift horse. Buy with a plan!)*** DOW JONES NEWSWIRES FDA Reports a New Cyclospora Outbreak -- …
What is Reddit worth?
Normally, I write a long post explaining my point of view. I'm new to Reddit and want to do the opposite and not bias anyone. This is my first post in r/ValueInvesting. Here are a few facts: * Reddit crushes the rule of 40 score. * Revenues grew 70% y/y …
Is SK hynix overpriced in the US?
Why does the SK Hynix ADR (P/E 23.1) trade at a 33% premium over its local shares, 000660.KS (P/E 17.3)? Does this mean anyone in the US buying SK Hynix stock is paying a 33% premium just to hold the same shares? How long can this premium last?