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A Completely Free Financial Reports learning tool (No Sign up)
[https://web-production-2f5c7.up.railway.app/](https://web-production-2f5c7.up.railway.app/) Heyy there. I created a free step-by-step learning guide for financial reports. I need feedback. Three questions: 1 - After going through one company, could you explain in a sentence whether it’s doing well, and why? 2 - Where did you get stuck or stop? 3 - Would you …
SPGI - How do hedge funds accumulated at same price
I looked at the average price that all hedge funds paid for SPGI Pat Dorsey - Dorsey Asset Management - bought at $407.26 Bill Ackman - Pershing Square Capital Management - $407.26 Triple Frond Partners - $407.26 Christopher Bloomstran - Semper Augustus - $407.25 Question that I have is do …
Buy on Comcast (CMCSA): I believe the market is pricing a full collapse that isn't happening (reverse DCF analysis on a company with a 25% FCF yield)
Comcast's current value is $21. My estimate of fair value is around $26-27, not crazy cheap, but I am confident i have left room for upside. They are currently paying a 6.2% dividend a year. Comcast’s stock price only makes sense if its internet business shrinks every year, forever. The …
Advice on space stocks
I am invested in the space stocks all the major ones (spacex, rklb ) around 15% of my portfolio, now combined space portfolio is down 7%, what should i do? Should i buy more at dip or sell it?
Stock Market and Midterm Election
The midterm election is coming up. What usually happens to stock market and value stocks before and after midterm election? What about this particular midterm election: 1. The Democrats will likely win the House. If that happens, what will happen to government policies, the economy and the stock market? 2. …
KMPR (Kemper thesis visualized)
Chart here: [https://imgur.com/a/GXUrOcC](https://imgur.com/a/GXUrOcC) Simply put: Loss ratio goes bad → stock falls File / get California Department of Insurance (CDI) approvals (Prop 103 \~6.9% rounds) Rates earn in over \~12 months on 6-month policies Loss ratio improves → stock goes up We are now in the trough of the cycle. …
CLOV is Finally Profitable : What Happens Next?
Clover Health looks very different from the CLOV investors remember from the meme-stock days. Revenue has jumped, Medicare Advantage membership is growing fast, and the company has moved from a quarterly loss to a real GAAP profit. Now Clover has also received a 5-Star Medicare rating, which could improve future …
Robinhood or SoFi: Who’s Better?
HOOD and SOFI get lumped together a lot, but I don't think they're really competing at the core. Robinhood makes its money on retail trading and SoFi makes its money on retail lending, so the two have different cores. I'm not expecting much from Robinhood's banking push or its effort …
I got 10k today. What do I buy today
Any suggestions? I can buy for a swing or even a longer hold so looking for suggestions
Blind valuation challenge #3: a ~$7B global consumer company, 5 numbers, no name. Cheap or expensive?
Judge a company only on its numbers, with no name or story to bias you. Comment your colors and verdict below. I'll reveal the company on Monday. Global consumer company, \~$7B market cap, \~$6.3B revenue. Data as of Oct 8, 2026: 1. **Earnings yield: 7.9%.** Profits are 7.9% of the …