Posts
AAPL is overvalued
That about sums it up. AAPL has no business trading at this multiple in my opinion.
Buffett bought the Google position
source: https://www.youtube.com/watch?v=vaHbb3-tHQA Dude is one of us. FOMO'd in at ATH. I'm kidding but I geniunely thought this was Abel
Warren Buffett on the market today: ‘It’s tough to find values when everybody is preferring gambling’
Talk about Paypal takeover offer here
Stripe and private equity firm Advent have made a joint bid for Paypal. The shares are trading at $56 in the pre market. I do not see any specific terms for this deal - all cash or cash/stock blend. Stock would be strange given that Stripe is private, of course. …
Adobe is at ~9–10x forward earnings while still growing 13% and raising guidance — the whole stock is pricing one variable. What am I underweighting on the bear side?
Adobe is one of the stranger setups in large-cap software right now, because the market has already voted and the reported numbers don't obviously agree yet. The multiple has compressed from a 5-year average around 30–35x forward down to roughly 9–10x forward — a decade low. The stock sits near …
Your opinion on Peter Lynch.
I have read the following investment books in total: \- Intelligent Investor, \- Essays by Warren Buffet \- Peter Lynch, One up on Wall Street. I liked Peter's approach, enjoyed the book immensely, but I found it really difficult to apply his methods. I attempted to find 'fast growers', look …
THE 510 COMPANIES BUILDING AI — FROM THE MINE TO THE MODEL - The most comprehensive list I have seen
Credit to twitter - [https://x.com/thebuildout\_co](https://x.com/thebuildout_co) Most of the lists are stopping at Layer 1 the big guys, but the real value lives in really going much much deeper. The big names might give us 1.2-1.5x, but there are some small caps name in there which I already found interesting that …
Barratt Redrow FY26 Pre Close - UK housebuilding is hard
Our hypothesis on UK housebuilders has been there the industry is fundamentally unhealthy - building homes costs too much relative to the price people want to buy. Today's FY26 "pre-close" statement from Barratt Redrow illustrates his point. **Barratt Redrow on selling houses** >"Incentives moved higher from Oct-25 due to Budget-related …
Why do companies release earnings early?
Hey guys, I tried asking AI why IBM released earnings early and I get the response, "to explain a significant performance shortfall to investors." I don't find that a satisfying explanation and am hoping this sub could help. Is it normal to do an early release if your earnings aren't …
Stripe, Advent offer to buy PayPal for more than $53 billion, sources say
Here's the source: [https://live.euronext.com/en/financial-news/exclusive-stripe-advent-offer-buy-paypal-more-53-billion-sources-say](https://live.euronext.com/en/financial-news/exclusive-stripe-advent-offer-buy-paypal-more-53-billion-sources-say) Payments company Stripe and private equity firm Advent International have made a joint offer to acquire PayPal Holdings Inc for $60.50 per share, in a deal that would value the payments company at more than $53 billion, two people familiar with the matter said. The offer, …