Posts
Can we talk about Nike?
Hello- has anybody seen the news on NIKE? The stock is at an all time low. The company is not going anywhere, the moat is there, the players are there. The company is making money. What is your plan with Nike?
Mitsubishi motors and CJENM are ridiculously cheap.
The market has thrown Mitsubishi Motors and CJNM in the dumpster, which is my preferred hunting ground. Mitsubishi Motors is down 95% from its all-time high and has been dragged through the mud for decades by corporate scandals and lost market share. Despite recent strategic moves and visibly improved margins, …
I backtested ~10 years of insider buying (4,223 open-market buys). Three "rules" everyone repeats didn't survive the test.
I built a system that pulls every SEC Form 4 open-market purchase, scores it, and measures what the stock actually did afterward versus the market. 4,223 buys, 2016 to 2026, US-listed, investment funds excluded, sub-$1 prices filtered. One methodology note that turns out to matter: I score every buy per …
I backtested ~10 years of insider buying (4,223 open-market buys). Three "rules" everyone repeats didn't survive the test.
I built a system that pulls every SEC Form 4 open-market purchase, scores it, and measures what the stock actually did afterward versus the market. 4,223 buys, 2016 to 2026, US-listed, investment funds excluded, sub-$1 prices filtered. One methodology note that turns out to matter: I score every buy per …
Jim Cramer called Lulu - Bottom
Finally started a position in NIKE Just do it again
I've seen no shortage of posts declaring Nike a dead company beyond recovery that all hope is lost and customers have abandoned the brand. But fashion is a trend driven industry, and for a stock that is beaten down and dropped from the S&P 100, I believe the upside outweighs …
PLTR at ~75x sales: how do you underwrite a switching-cost moat that a government is actively trying to test?
Palantir's at roughly $430bn, about 75x trailing sales, \~53x on 2026 guidance of $8.15bn. FY25 revenue was $4.475bn, up 56%. Q2 2026 was up 93%, the fastest in company history. The top twenty customers each spent about $93.9m, up from $64.6m the year before, so the biggest accounts are expanding …
How Buffett would make 50% a year with 1 million dollars
This video https://youtu.be/Wjl1Cwvdf4w explores the early investment strategies of Warren Buffett by examining the original handwritten ledger from the Buffett Partnership Ltd. in 1962. It provides a detailed breakdown of how Buffett aimed to achieve high annual returns through a variety of sophisticated financial tactics before his era at Berkshire …
The 3 Wizards of US and their target assets
**Trump** just day-trades Brent crude in the $70–$90 range. Oil hits $70? Time to poke Iran. Oil hits $90? Time to drop another "TACO" tweet to crush it back down. **Bessent** is hyper-fixated on the 30-year Treasury yield. The second it touches 5.2%, he fires up the jawboning engine. **Warsh** …
Lululemon.
I dont really know what is about the stock. Yeah the earnings were completely terrible but 9 PE. When I go out I always see woman in Lululemon leggings. Also I have some pairs of Lululemon shorts and they are pretty good. Yeah it is pretty bad earnings but at …