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Interesting Form 4: Director just bought ~$32M of $BBD — what do you make of it?
Came across this one this morning and thought it was worth discussing. From the filing data (filed 2026-10-09): - Insider: Alvarez Rubens Aguiar, Director - Shares: 1,845,000 at $17.37 - Dollar amount: \~$32 million - GII score: 84 (Very Strong) - Not a 10b5-1 planned trade - Reported ownership change: …
The Macro: Winners Keep Winning
With the SP 500 at all time highs, how come the majority of stocks are falling? And does the market reflect the economy or the economy reflect the market?
When does Home Depot become a Value?
Home Depot is down 22%+ in the last year admits a tough housing market with rising rates. The Forward P/E is at19.76x, the cheapest it has been in at least the last five years. Operating and free cash flow are still strong. At what point would you just adding this …
PEP's numbers are out - now what?
PepsiCo reported the following Q3 2026 results on October 8, 2026: * **Adjusted EPS:** $2.34 vs. $2.30 expected * **Net Revenue:** $25.27 Billion vs. $24.96 Billion expected * **Organic Revenue Growth:** Rose 3.1% YoY, driven primarily by volume expansion in international markets * **Guidance:** * Full-year 2026 revenue outlook raised …
Planet Fitness (PLNT) - Bull Case
Down 60% on the year. 2026 guidance only fell from 9% rev to 7% 91% of gyms owned by franchises Management claims miss came from a failed marketing campaign Bear case \- Growth was flat from q1-q2 \- debt 2.1 billion. 3.6x earning \- open shareholder lawsuit TLDR: I think …
Which telecom would you pick to Buy The Dip on SPCX news
Given the pullback today in T, VZ, and TMUS… which one is the best bet to move into for a long term rebound play? Or none? I’ve never like VZ personally… but I don’t know much about TMUS as compared to the others.
Spotify Is Becoming a Cash Machine: The Three-Year Case for $1,000
Spotify’s investment case has changed. The business now generates substantial cash, and its next opportunity is to turn a deeply embedded listening habit into a larger stream of profit. I am bullish because subscriber growth, monetisation and margin expansion can reinforce one another. Spotify does not need to eliminate competition …
TMUS down 40%, PE 16, is it a buy?
TMUS is down around 40% from ATH and down almost 10% today! I have been watching the stock for ages but it's become so attractive now. I really like the company as I am a long term customer and never had any issues with them. PE 16 is still a …
T, VZ, TMUS all are dropping big time. Elon Musk is hyping SpaceX as they head into the share lockup ending. This is 2017 robo taxi all over again.
Nobody can predict this brain-dead market, but I sure as hell can say you won't have 5G to your phone from SpaceX anytime soon. And nothing beats fiber for speed and reliability. I would start adding on this drop.
Adobe keeps growing and is buying back shares like CRAZY. Is AI the end for the company?
Adobe has been on my watchlist like literally forever. It just always looked too expensive for me. Until a little over a year ago. Now it's around $240 and I keep coming back to it. Revenue went from $7.30B to $25.20B over the last 9 years. Gross margin is 89.4%, …