Posts
SpaceX did 78 launches in H1 2026. Only 17 of them show up in revenue. Here is why, from the 10-Q.
Not a view on the price. Just one accounting point that changes how you read every SpaceX number. SpaceX launched 78 times in the first half of 2026. Only 17 were for paying customers. The other 61 carried its own Starlink satellites. When SpaceX launches its own satellites it books …
Is Wall Street Completely Wrong About Adobe (ADBE)?
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Copart's (CPRT) Real Product Isn't Cars: Jay Adair’s Return and the Road Ahead
In my last post, I discussed why I decided to go down the Copart rabbit hole. As many of you know, it is easy to tumble down the wrong one, so I always scrutinize a company prior to starting an in depth investigation to the best of my ability to …
Broadcom Is not Trying to Beat Nvidia, It May Be Building the Infrastructure Around It
I have been noticing deeper into Broadcom ($AVGO), and I think the most interesting part of the story is being missed. Broadcom does not need to beat Nvidia in GPUs. Its bigger opportunity may come from what happens after hyperscalers realise they cannot economically depend on Nvidia for every AI …
TOYO follow-up: I went back through the filings after the comments. Here’s what I found.
A few weeks ago I posted my TOYO thesis here and asked what I was missing: [Original post](https://www.reddit.com/r/ValueInvesting/comments/1vwdn9h/toyo_what_am_i_missing/) Full disclosure: since writing the original post, I’ve started accumulating a fairly large position in TOYO. So I’m no longer looking at this as a neutral observer and I obviously have skin …
Value stocks buy now and never sell
What is your best compunders to buy now (fair valuation) hold at leat 5-10years. I am thinking about amzn, v, pg, hsy, nflx ...
Copart post earnings
Anyone else looking at Copart after earnings? Revenue was up a bit to around $1.15bn but profits were weaker. Net income was down 17% and EPS came in at $0.35 vs $0.41 last year. They also announced the $1.9bn ACV Auctions acquisition. ACV is in the online vehicle auction space …
HITI (NASDAQ): a winning long-term choice, let's analyze it.
The key takeaway: HITI has become a far more compelling "compounder" than any of its peers in the sector. The Q2 2026 figures are remarkable: quarterly revenue of C$179.3M, up 26% year-over-year; Adjusted EBITDA of C$13.9M, up 73% year-over-year; adjusted EBITDA margin of 8%, an eight-quarter high; operating income of …
Oatly (OTLY) - the IPO disaster that's quietly turning into a real investment case
Oatly is the world's largest oat drink company, and most people know it as the poster child for bad IPOs. It listed in 2021 at a $10B valuation and has since fallen more than 96% to a market cap of around $400M. But if you look past the chart, the …
What's your most assymetric pick for the next 3 years? Small pitch is nice to know why
Mine: KSPI: Low PE moat stock. Dominant biz in KZ favored by high oil price tailwinds. Huge divy \~8% at current price. IR are starting to drop there so should get more attention. Optionality on Turkey venture working RDDT: Even though Its optically expensive i see few ways to lose …