Posts
BETR: A Beaten-Down Mortgage Stock, a Digital Adoption Thesis, and a Founder Fighting for Control
I think Better Home & Finance ($BETR) is an interesting situation for value investors because there are really two separate things happening at once: a deeply out-of-favor mortgage business operating near the bottom of its cycle, and an unusually aggressive fight over who gets to control the company if and …
Korea and Japan - thoughts for 2026?
Dear Value investors, I have read the older threads on the “Korean discount” and the value trap stocks in both Korea and Japan. What are your thoughts and latest experience on the effect of the newly implemented government regulations in both countries - that push companies to become more shareholder-centric? …
BILI: My favorite stock right now
Bilbili I once told my dad i would never buy a chinese stock. Yet here I am only buying 1 chinese stock for the last 3 months of my chump change investing schedule. And it keeps getting cheaper, and i keep getting more erect and buying more. Bilibili is basically …
Not Understanding GOOG Net Debt / FCF and Total Debt / FCF Ratios
GOOG currently has a debt total of 120 billion and a net cash of 121 billion, i.e. a net debt of -121 billion, so given that their FCF turned negative last quarter, why are the signs on their debt/FCF and net debt / FCF ratios not flipped (I'm seeing a …
The LLMs told me to buy a 100 year old boomer company over NVDA. Roast them.
Been chatting with the llms to get lucky who came up with this system. Not paying for anything other than the entry level llm subscription. The connectors are free tier, hence limited. **The System:** Every stock has to clear 4 hard cutoffs first: decent growth, controlled risk/leverage, big enough to …
how big do you think the smart-glasses market actually becomes?
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Most profitable companies in Q2 2026
Q2 operating profit and forward PE 1. NVIDIA $63.7B 23.5 2. Samsung Electronics $58.5B 3.7 3. Saudi Aramco $57.1B 14.8 4. SK Hynix $43.9B 5. Alphabet $40.8B 22.4 6. Microsoft $40.6B 21.1 7. Apple $35.7B 34.7 8. Micron $33.3B 6.5 7. Amazon $27.5B 24.2 8. TSMC $24.2B 23.1 9. Meta …
Invalidation Levels
I'm new to this but looking to learn more. My understanding is that traditional value investing doesn't give much thought to the macroeconomic or geopolitical landscape and assesses businesses by the numbers. So where do you set invalidation points or decipher macro noise from business changes? What if the macro …
Google vs Amazon: Which Is Better Value and Which Is the Higher-Quality Business?
I don’t think P/E ratios alone tell you whether a stock is good value. What about the quality of the underlying business, its moat, growth runway, competitive position, capital efficiency, and durability? With that in mind, which do you think offers better value at today’s price: Alphabet (Google) or Amazon? …