Posts
Verra Mobility (NYSE:VRRM) - An Update
Recently, I posted on this sub explaining my thoughts on Verra Mobility. You can read my full thoughts and download my model to play with [here](https://mainstreetstocks.substack.com/p/verra-mobility-nasdaqvrrm?r=61dq9u&utm_campaign=post-expanded-share&utm_medium=post%20viewer). TLDR: I like Verra, it's underpriced. All three of the major rental companies won't walk because they won't want to build out their own …
Berkshire Hathaway (BRK.B) Simple Sum-of-the-Parts Valuation | Q2 2026
Been doing my own SOTP on Berkshire using Q2 2026 earnings. Wanted to share the framework and see what others think about the multiples. Let me know if you think this is too optimistic or conservative. **The Four Operating Segments (Q2 2026, annualized)** Segment Q2 2025 Q2 2026 YoY Multiple …
Help me reach a rational decision, show me the evidence, remember why I made it, and tell me when the facts invalidate it
For people doing serious bottom-up/value investing: where is the real bottleneck today? We already have financials, transcripts, screeners, DCF tools, and AI summaries. Is the harder problem actually: * turning information into a decision; * remembering exactly why you invested; * avoiding thesis drift; * knowing what changed after earnings; …
Robotic Components
The consensus seems to be that robotics is inevitably going to be one of the next big upcoming booms. So I’ve been looking into robotic component manufacturers that could be in the best position to benefit regardless of which robotics manufacturer ultimately comes out on top. Of course, I’m no …
Timing the OpenAI collapse that bursts the bubble
A shocking number of senior leaders at OpenAI have left the company recently. These positions were people poised to make a fortune in an IPO that we were told would occur sometime in 2027. They walked away from supposed generational wealth and I'm not buying that this was just part …
$LULU - Maybe getting into buy territory.
n 2021, the market had priced **$LULU at \~100X earnings** for a business that was growing at **\~15% per year**. The same thing happened with Nike, the market had priced Nike at **50x earnings** for a business that was growing at less than **10% per year.** Nike lost 76% of …
Momentum ETF's
Momentum ETF's seem to be producing better results than regular ETF's right now. Is there a reason for this? Is such performance sustainable? Does anyone have any thoughts on these types of ETF's? Is there a particular momentum ETF you would recommend going forward?
Share-based compensation is GOOD
I've been in finance for 15 years and I'm fascinated by the bad reputation SBC has. I don't think that is deserved. I made a short video to share the other side of the coin that nobody seems to be talking about. Link: [https://youtu.be/NtbEBy3SOcs](https://youtu.be/NtbEBy3SOcs)
在 ai 泡沫的阴影下的股票投资？
**我知道很多这里的人说** buy sp500 and chill **但是市场上最近有很多人说有关最近不便宜以及** ai bubbles **要等等吗，还是直接买入，我也考虑过**brk.b **，因为他们手里有大量现金**
Four Korean ADRs, three different ratios. If you own the New York line, you may not own what you think.
Two people asked me this week how an American actually buys a Korean listed company. The honest answer has two halves. The second half is the one that costs money. The first half is easy. Interactive Brokers added direct Korea Exchange access in 2026. You enable Korean stock permissions and …