Posts
Other Subjects in Value Investing (Than Stock Picking)
I've been thinking lately about how this sub pretty much only discusses individual stock picks. While this has its place in a value investing operation, I think there's far more to successful investing. In fact, there are probably *many* things that matter a whole lot more. Why don't we talk …
Open Weight Kimi K3 Model Places First On WebDev Code Arena
[https://arena.ai/leaderboard/code/webdev](https://arena.ai/leaderboard/code/webdev) [https://www.kimi.com/blog/kimi-k3](https://www.kimi.com/blog/kimi-k3) With Chinese firm, Moonshot AI, releasing open weight (which means freely downloadable to run yourself locally on a server) of Kimi K3 which is now better than Fable 5 for many coding and is top 2 for most things, this pales even to the first Deepseek moment. Chinese …
SMCI Too Cheap?
Not a stock I've seen talked about much lately, but I think its interesting. It has a ton of issues (margin, investigations, AI ROI fears, stock offering) but its also trading very cheaply and has booming sales this year. The bad: Margins- Low margins, tough business, high COGS Investigations- 2 …
What’s the point of investing in stock if almost all of them will not beat the market?
genuine question. i am trying to purchase some companies I believe in, but the volatility is high and risk even higher… and many of them will not beat the market in 5/10Y anyway. so I am asking myself: what’s the point? I think that 99.9% of people here never beaten …
Why is Stripe so richly valued compared to Paypal
Hey, Genuinely trying to gauge why this is. I know PayPal has recently been a value play, or value trap, based on how you see it. From what I understand, it's a mature business in a somewhat mature industry. It has a clear brand, and it is embedded across the …
NVDA's Vendor Financing - A Look at the Numbers
# A Closer Look at NVDA's Vendor Financing In FY 2026, NVDA had $216B in sales. Let's look at the 10K to inspect their vendor financing. |NVDA|FY26|FY25| |:-|:-|:-| |Publicly-held equity securities|17,726|381| |Non-marketable equity securities|22,251|3,387| |Total|39,977|3,768| |Increase from FY25 (a)|36,209|| |Gains equities, net (b)|8,918|| |Equity Purchases (a-b)|27,291|| The first two rows …
Florida homeowners insurer HCI Group: 18% true FCF yield, $4B reinsurance program, legally mandated customer pipeline from Citizens Insurance. I also pulled 15 years of data instead of just the good 3. The honest normalized yield is closer to 12%. Here's why I still own it.
The easy version of this story: HCI Group is a Tampa-based Florida homeowners insurer trading at 8x P/E, 18% true FCF yield, with a CEO who's been buying its newly IPO'd tech subsidiary Exzeo in the open market every two weeks through a real price decline. Zero insider sells in …