Posts
The margins in semiconductors don’t seem sustainable
Micron operating profit margins have expanded to about 50%, and they are forecast to go to something like 70%. The average over recent history has been in the 20-30% range. SK Hynix is already at a 60% operating margin and is also forecast to go towards 70%. Nvidia, which used …
(Super long article) Tide Already Dominates Detergent. Why Is P&G Pushing a New Version? - WSJ
(**TLDR**: the company is betting the farm that this more expensive detergent will do well because it only requires cold water and cleans a bigger load better) (Super long article) Tide Already Dominates Detergent. Why Is P&G Pushing a New Version? - wsj The company controls about 60% of the …
VG - Venture Global, the next AI bottle neck
An examination of EPA emission inventory will reveal widespread increas in natural gas consumption at power plants, specifically in the most recent years. I interpret this as validation of the AI infrastructure play. However, the natural gas demand play seems to be flying under investor's radar. ​ VEnture Global presents …
Is UHS (Universal Health Services) a Cheap Growing Cash Cow?
UHS is a fortune 500 company owning over 300 health facilities, hospitals and behavioral health facilities (these deal with mental health, substance abuse, schizophrenic, etc) across the USA and UK... The company has grown its revenues and earnings significantly over the previous 5 years, they have grown earnings by 50%... …
Bought 20 companies for a $1000 challenge account
Bought 20 different undervalued dividend stocks for $1,000 challenge to beat the market this year Company list, https://www.reddit.com/r/TheRaceTo10Million/s/pDthkznO1u Algorithm used to help assist picking the companies, https://www.reddit.com/r/TheRaceTo10Million/s/W4EeSZJ0L5
The Case for Coupang
I have seen a post or two about Coupang, but thought it was time for a deep dive of what I believe to be an elite company trading at half price. I could go into a lot more detail and am happy to in the comments, but will attempt to …
Broadwind - industrialization and energy
# Company introduction Broadwind is a small cap industrial company based in Illinois, current market cap is $118M. It has manufacturing plants in five different locations over the US and it focuses on the three segments * Heavy fabrications, WI & TX * Gearing solutions, IL & PA * Industrial …
Would you be interested in daily updated fund holdings?
Hey, I'm planning to add broad support for daily updated fund holdings! **Problem:** SEC N-PORT data lags behind a LOOOOONG time when it comes to fund holdings. **Solution:** Funds actually release holdings with much more up-to-date information on their website. It's just a huge hassle to actually fetch them reliably. …
The Fiat aristocracy: Evan Spiegel's Snap, Inc.
A decade later, and SNAP, Inc.'s initial hype has faded, and its stock is currently languishing near its all-time lows. Intense competition from TikTok, Facebook, and Instagram has affected its bottom line. Snap, Inc. is a money-losing pit with no end in sight. But its management appears more concerned with …
How do I quickly check if a stock is expensive or cheap?
When I look at a stock, I can see things like P/E, but I still struggle to know whether the current price makes sense. I don’t want to build a big spreadsheet every time. Is there a simple tool where I can test different growth assumptions and get a rough …