Posts
Is NVDA a buy?
The PE is looking pretty decent, but then again there are concerns of an AI bubble. What do you think? Is it a buy or has it run its course?
FUELCELL ENERGY, Inc., another hype-cycle: Beware!
I wrote this article about 1 1/2 months ago. The execs just announced another dilutive offering… for the Millionth time. It was rather predictable, and I predicted it. Criticism welcomed. Just be fair. **Valuation and Implications** For long-term value-focused investors, [FCEL -24.40%↓](https://substack.com/search/%24FCEL) is probably an uninvestable proposition! The red flags …
Tecogen - TGEN Thesis
Tecogen sells industrial natural gas powered chillers. These are traditionally used in large buildings, think hospitals and universities, high rises, etc. These chillers are now being designed into Ai data centers. Why? 1) Because they can run on natural gas. Every watt saved from the grid for cooling, is a …
Best “audio” news source?
Basically title. I want something I can put in my headphones and listen to while I’m working to keep up with market news, sentiment, etc. Is just CNBC my best bet? What are some other good sources of info?
The Gilt Market Demands the Invoice
Politicians can say whatever they want. However, the hard math of running a country will always force them to face reality. For a decade, the UK has operated on a cycle of high-turnover leadership and elastic fiscal rules. These rules are consistently adjusted right before they trigger a technical breach, …
mining claims
this is for anyone in the us has anyone thought about claims ? in the us you can claim federal land with minerals on it if anyone wants information about it im happy to share what i know i was curious if this was looked at by traditional investors
Anyone invested in Banco Sabadell? Nearly a 20% dividend payment
I’m up 12% this year and they are up over 300% in the past 5 years. Nearly 20% dividend payment on top of that as well with financials looking good.
A not very humble brag - pt (1/3)
I've only shared 3 companies that I'm invested in since starting to post on Reddit, here's an update for everyone who likes a solid rebound play. I have mentioned a few times on here about the small cap company Goldstone Resources and their potential if they can sort out their …
Oracle Corporation (ORCL): Cloud Transition and Financial Analysis
Oracle Corporation (ORCL) is undergoing a major structural transition, shifting from a legacy on-premise database provider to a cloud infrastructure and software-as-a-service (SaaS) provider. In fiscal year 2026, the company generated $32 billion in operating cash flow, yet recorded a negative $23.7 billion in free cash flow due to aggressive …
Fortinet vs Crowdstrike - cybersecurity valuations
Full disclosure : I hold Fortinet shares. In fact, it has grown to be my largest position. Both are valuable business models in my view - I rate them both as a HOLD atm But I can't wrap my head around the fact that the market cap of Crowdstrike is …