Posts
Hyperscalers may be losing some of their bargaining power
For a long time, the cloud giants were the ones calling the shots. AWS, Microsoft and Google had the scale to squeeze suppliers and negotiate pretty favorable terms. But when vacancy is around 1.4% and most new data center capacity is already preleased, suppliers suddenly have a lot more leverage. …
The 20 companies with the largest revenue growth are big winners - but not always
So I've been doing tons of deep dives regarding my database and I wanted to share this. This year’s biggest movers like [$SNDK](https://x.com/search?q=%24SNDK&src=cashtag_click), [$RGTI](https://x.com/search?q=%24RGTI&src=cashtag_click), [$NBIS](https://x.com/search?q=%24NBIS&src=cashtag_click) had some of the strongest YoY revenue growth. But growth alone isn’t enough: smaller companies like [$EOSE](https://x.com/search?q=%24EOSE&src=cashtag_click), and [$ABAT](https://x.com/search?q=%24ABAT&src=cashtag_click) also had spectacular revenue growth, but …
Reddit's growth will decelerate (it's slightly overvalued)
Reddit's growth in Q2-2026 was up 61% vs. Q2-2025 (operating income up 242%), and that's amazing, but I do think its revenue growth will decelerate. Almost all revenue comes from advertising, so future growth has to come from an increase in users and/or an increase in APRU. The user base …
How high fidelity is the data coming from Guru Focus ?
I noticed they have a lot of useful stock information for a thousand different fields of fundamental data. But wondering about the fidelity of this data. And also what people think of their assessments that certain stocks are "Overvalued" or "Undervalued". Lost a little confidence in it when it says …
Phil Fisher - Common Stocks and uncommon profits
Just finished the book and wanted to open a discussion for others who have read Fishers books. Specifically where you guys try to source the companies you look for and how you go about making sure that the management is investing in future growth. As well as how to determine …
GME : Both a MEME stock and a value stock?!
* Market cap: 8.6B * Cash: 8.4B * Debt: 4.3B * Ebay Holding: 4.9B * Bitcoin holding: 0.5B Book value at about 10B > Market Cap of 8.6B I understand retail business is slowing, but it is still profitable, and is worth at least 1.5B (valuing 10X of 2024 profits, …
Correction coming?
Given the momentous bull run we've had over the last few years, investing now may not be a smart move because we're due for a correction, especially since it's September. Does anyone see a correction coming this month, or do you think this AI boom will run until at least …
Maybe we need to be more like r/Bogleheads. Mods should decide what value investing and ban anything with a remote whiff of deviant thinking...
[](https://www.reddit.com/r/Bogleheads/) >[**r/Bogleheads**](https://www.reddit.com/r/Bogleheads/)MOD3:04 PM >Your comment from Bogleheads was removed because of: 'QQQ' >Hi [/u/Nyet2L8](https://www.reddit.com/u/Nyet2L8), Content promoting investment strategies that are antithetical to Boglehead investing is not appropriate. >Selecting your equity investments based on the listing stock exchange, as QQQ/QQQM do isn’t just stock-picking, it’s a particularly nonsensical version of it. …
LULU to be scooped up by Private Equity Funds
**Lululemon Athletica Inc. ($LULU)** has increasingly become a prime **takeover target for private equity (PE)** and strategic buyers. This interest is driven by a stark drop in its stock price combined with an exceptionally strong balance sheet. \[[1](https://www.google.com/goto?url=CAESzQEB6zswFd7zzCNKSeZfALYbjfbIA6gCLUBwrb6F-0hVJRNtOLOkGT4OvI_2nVoU-0tHod5vKNEulWPfb93NTpUTJFf_G9qtUeWxGEPWB_dnuq6qEvPjVphpEosXaQDsfV7guaEFz9wsupRFrBdOhzxtvj2Zds79VS4ihOtJgP1aJL8vOmTDHky9_25Zb9rPqGLhft7Z2dDHm8XhRpWr4oM1BeJWz9nH-MNGW_l31LSbI1743hnLpYd7j5f_juOaKWdUDmtG-inD0CeVQ1Ap), [2](https://www.google.com/goto?url=CAESzQEB6zswFd7zzCNKSeZfALYbjfbIA6gCLUBwrb6F-0hVJRNtOLOkGT4OvI_2nVoU-0tHod5vKNEulWPfb93NTpUTJFf_G9qtUeWxGEPWB_dnuq6qEvPjVphpEosXaQDsfV7guaEFz9wsupRFrBdOhzxtvj2Zds79VS4ihOtJgP1aJL8vOmTDHky9_25Zb9rPqGLhft7Z2dDHm8XhRpWr4oM1BeJWz9nH-MNGW_l31LSbI1743hnLpYd7j5f_juOaKWdUDmtG-inD0CeVQ1Ap)\] Following its Q2 2026 earnings release on September 3, 2026, the …
Value creation is incremental & slow, but market recognition is explosive & fast.
A company's intrinsic value grows like clockwork. It is slow, steady, and unsexy. Quarter after quarter, they stack cash and compound earnings, yet the stock price just sits there, many people give up here. Then, suddenly, the market wakes up. Wall Street catches on, and three years of fundamental growth …