Posts
Dorian LPG (LPG) — Graham Screen: 5/7. P/E 11.35x, 7.34% yield, OCF > Net Income every year for 5 years. CEO bought twice. Not a recommendation.
# Dorian LPG Ltd. (LPG) — Financial Analysis Report # For the fiscal year ended 2026-03-31 # Executive Summary Dorian LPG delivered a strong financial recovery in fiscal year 2026, with total revenues rebounding 36.3% to USD 481.5 million and net income more than doubling to USD 193.7 million, yielding …
Space X - The Big Debate
Everyone would have seen the dramatic dip over the last 24 hours. I’m curious what everyone’s honest thoughts are here. Do you genuinely see SpaceX dropping below $100 a share, or do you think there’s too much support behind the company for that to happen? Whether you like Elon or …
I wrote up 5 alternative investment strategies that can diversify a portfolio
I wrote up a continuation of the diversification post I shared last week, since many people seemed to like that one. The previous idea was basically: diversification is not about owning more stocks. It is about owning different risks. This one is a bit more practical. I looked at 5 …
Anyone else loading up on NOK? Conviction got way higher this year
ok hear me out on Nokia. started a small position around $7 last year, honestly wasn't fully convinced back then, had other names eating up the budget. added a chunk a few months ago and now sitting on what feels like real conviction for the first time. saw a post …
Adobe is down to 2018 levels, and is trading 5x to 2030 earnings
Adobe stock is going through a massive selloff, and trading at 2018 levels. I think the market is being a little panicky with Adobe and I partially agree that a $500 million ARR step-down by going freemium would obviously be concerning to shareholders. But Adobe has done this before, and …
If you are hyper bullish on GLPs… what investments do you consider?
Keeping a long story short I recently got on GLPs for alcoholism and it worked almost immediately (I am not overweight) Within a few weeks my bloodwork retest showed massive gains. I’m eating drastically healthier, and exercising and sleeping better. I’m quite bearish on alcohol and certain fast food chains …
IS MICROSOFT BECOMING THE NEXT PAYPAL, ADOBE, OR UBER?
before everyone gets angry, i am not saying microsoft is a bad company. far from it. microsoft will probably continue making tens of billions in profit and be around long after we are all gone. my concern is whether the stock itself becomes dead money. paypal, adobe, and now arguably …
I will never forget being downvoted for saying MSFT is too expensive for a reasonable margin of safety
This sub continues to take L on companies they don't understand. If you project long enough with your MSFT positions you may be fine. But don't cry when you buy at a "fair price" and see -50% in your portfolio. LULU, Paypal, Fiserv, MSFT. I'm sure there's a couple more …
I spent a week pulling Pentagon AI procurement data from USASpending.gov. Found that BAH was sitting on a $6.4B AI contract ceiling while trading at ~$9B market cap. They announced a $720M acquisition this morning confirming the thesis.
I've been building a pipeline on [USASpending.gov](http://USASpending.gov) \- 30 million rows of federal contract data going back to 2020. I've written a few pieces on this data before, mostly about DOGE cuts and defense spending patterns. This one is different because the timing was quite fortuitous. **What is the CDAO?** …
Broadcom, Intel and SKYECHIP - similarity
Not going to make this too long. All of their ceo are from malaysia. All three leaders sit at the center of infrastructure demands for Artificial Intelligence. Broadcom builds the custom AI networking chips, Intel manufactures advanced node processors, and SkyeChip designs specialized High Bandwidth Memory (HBM) and on-die transport …