Posts
Examples of beat down value plays that actually rebounded hugely?
Can you share an example of a beat down value stock that rebounded for you ? Value trap, falling knife, vs. huge bounce back. Something like Carvana did, but that wasn't a value play. $5 to $300. Lots of posts about beaten down stocks meeting Ben Graham being touted....INTU, LULU, …
Kioxia (285A.T) valuation after overtaking Toyota: how much of the AI memory cycle is already priced in?
Kioxia recently surpassed Toyota by market capitalization, which feels like a major symbolic shift for Japan’s equity market. I looked at it from a valuation perspective rather than just as an AI momentum story. My main question is: how much of the NAND/SSD AI demand cycle is already priced into …
Software sector Short interest has jumped almost 300% in the last year and MSFT by +70%
has anyone else noticed the massive jump in short interest across software stocks? MSFT short interest has increased from 51,170,267 shares a year ago to 88,696,120 shares today, a rise of 37,525,853 shares, or roughly 73%. What's even crazier the software sector IGV went from12,031,367 to 47,656,578 shares short in …
The Case on Reddit Stock (RDDT)
For a couple of weeks I've been analyzing & reading Reddit stock filings due to the noise from everywhere and honestly here are my 2 cents. **TL;DR** Reddit's Q1 2026 was objectively strong: revenue grew **69%** YoY, operating margin reached **27.6%**, and EPS jumped to **$1.01**. The key driver wasn't …
Why do people here keep shilling MSFT when there are so many truly undervalued stocks out there?
In my opinion, MSFT is going to drop more in the upcoming months as it's not even 30% down from ATH. PE ratio is also pretty high. We have so many awesome companies that are crashing hard and that have much lower PE and much better risk to reward ratio, …
Q2 Earnings call summary HITI Long term position
**SUMMARY :** Despite the seasonally weaker quarter, it was the company's best quarter, which speaks volumes about HITI's increased operating efficiency. **Gms on medical cannabis 27%** # Key Strengths of High Tide's Q2 FY2026 # 1. Strong Revenue Growth * Record revenue of **CAD $179.3 million**. * Approximately **30% year-over-year …
A 4% interest savings account could be better value than the S&P 500
A 4% interest savings account has an equivalent P/E of 25 The S&P 500 forward P/E is around 25 The historic return on the S&P 500 has been about 10% per year. But things are different: P/E is now double the historical average. Shiller CAPE is more than double the …
Community bank stocks
Hi all, Some Regional Bank stocks look attractive with good EPS growth and sub teen p/e’s. Has anyone looked in to some worthy investments in this sector? What are some regional bank stocks that you think can compound over the next decade and grow EPS like a weed? I’ll kick …
KVYO: High growth, profitable, trading at under 3x sales while slower peers trade higher
In my opinion, Klaviyo has been unfairly bucketed with the rest of SaaS which has created a massive and generational buying opportunity. For Klaviyo, the AI disruption is not only wrong, but it actually is the opposite. This company will and already does benefit massively from AI adoption and advancement. …
Toast (TOST) Is stupid undervalued based on its current trajectory/moat IMO
Putting some visibility on this, been in this for about a month. Listened to a podcast ([Podcast episode link](https://open.spotify.com/episode/0Kw8wqrb6YmjaNIhEvQXA9?si=a8a52e5f7207463b)) talking about Toast (primarily POS solutions provider for restaurants), and its absolutely stupid how flawed the SaaSpocalypse-related "analysis" is compared to it's current situation. TOST/Toast is: \- Currently growing revenue 20% …