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Samyang Foods' growth is in the US and Europe. Its biggest new plant is in China.
Samyang Foods makes Buldak ramen. The instant noodle turned into a global export story. The financials have started to look like a different kind of company. Capital spending on plant and equipment was ₩449.0 billion in 2025. Two years earlier it was ₩45.0 billion. Free cash flow was negative ₩139.7 …
Free Macrotrends alternative
I made a free alternative to macrotrends [https://rareelephants.com/](https://rareelephants.com/) This is not a commercial tool. No login, or paywall. It still needs a lot of work, but I'd love to get some feedback.
A krach coming before 2027? If yes be ready. How?
We had a small seismic shock on September 2nd in the markets, check that your stocks held up on September 2nd.
Is AMZN next to pop?
We've seen Google and Microsoft get beaten down, and then, in a short time, their prices rose considerably. I just wonder if AMZN is due for a similar rise. It hasn't moved much in years, yet it's undeniably benefiting from AI. E-commerce itself will benefit from AI, and they have …
Where I think the market is mispricing quality: 10 valuation dislocations for the next 3–5 years
I keep a monthly ranking of companies where I think the market is pricing in too much pessimism relative to the quality of the business. What I’m looking for is a decent chance of outperforming the S&P 500 over 3–5 years, taking valuation, business quality and risk into account. My …
Volkswagen
Its not a deep dive but they have 14 billion real debt the 330 billion just includes their financial service industry where they give out loans for costumers to buy the car Actually their value seems insane to me rn
13 Investment write-ups to look at
Normally I share company reports from Giles Capital's [weekly](https://gilescapital.substack.com), but that has gone paid for a few weeks now. So trying something different out, I made a list of all the featured Substacks that it had featured and have used [Masthead](http://masthead.fyi/) to make my own weekly email based upon all …
Weekly Stock Ideas Megathread: Week of September 07, 2026
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other users' posting/commenting history before following advice or stock recommendations.* *New …
The math nobody explains about drawdowns — why a 20% loss needs 25% back, and why that gap is what actually kills accounts
Most people know "losses and gains aren't symmetric" as a vague warning. Here's the actual shape of it, and why it matters more than people think. **The asymmetry** Lose 10%, you need +11.1% to get back to even. Lose 20%, you need +25%. Lose 50%, you need to *double your …
You don't need a finance degree to read a balance sheet - Ask 3 questions
Most people I talk to read the income statement, revenue, profit, growth and skip the balance sheet completely, because it looks like it needs a finance degree. It doesn't. The balance sheet is just a snapshot of what a company owns and owes on a single day. Here's the whole …