Posts
Website that does deep dives into individual stocks?
A while ago I thought I had stumbled upon a website after seeing it mentioned in r/ValueInvesting that has a lot of good write ups on individual stocks. You can search tickers and find any stories that people have done and things like that. For the life of me, I …
SPMO or VGT
If you had to put a large lump sum into one ETF and hold it for 10 years, would you choose SPMO or VGT? VGT: technology, especially mega-cap tech. SPMO: momentum, rotates into whatever companies are performing best. If your goal was maximum CAGR over 10 years, which would you …
Quantum computing investing — which companies are actually ahead?
I recently watched a documentary about quantum computing and got curious about the space from an investing perspective. [https://www.youtube.com/watch?v=1\_gJp2uAjO0](https://www.youtube.com/watch?v=1_gJp2uAjO0) I did a bit of research with ChatGPT and the names that stood out most were IonQ, Quantinuum, Rigetti, D-Wave, IBM, Google and Microsoft. IonQ seems to have strong commercial momentum, …
Is Berkshire/Buffett The Shoeboy in Tech/AI Now?
[https://x.com/Kalshi/status/2096244459830981027](https://x.com/Kalshi/status/2096244459830981027) JUST IN: Berkshire Hathaway CEO says company plans to "cash in" on AI through growing data center demand ————————— To be fair, Buffett first started buying Google stock for Berkshire in 2025. But, Greg Abel has been buying more recently and as high as $350/share (Buffett bought around $200). …
Nike: A Difficult Turnaround At A Price That Offers Little Margin Of Safety (NKE)
Nike has become more of a fashion company over the past decade. Its Sportswear business accounted for around 25% of revenue in FY15 and around 50% in FY25, making it the main growth driver over that period. The company deviated from its roots in performance footwear and increasingly relied on …
My global value portfolio: what I own and why
Thought I’d post for screening inspiration because most portfolios I see are either very US-heavy or concentrated in the same handful of large caps. I pick stocks globally without strict target country-allocation and am mainly looking for profitable businesses where I think there is some combination of: * earnings/margin improvement …
Invest in asia directly
Hello, when you buy in Asia (Hong Kong, China, korea etc), do you actually own the share properly or are they equivalents like ADRs ? The point is to know if i'm the really owner or the just temporally ? Any ideas please ?
David Einhorn - Greenlight Post Mortem
Value investing is dead! At least that's what I keep hearing. It's definitely no secret that value fund managers have struggled since the GFC, so I thought it would be a good idea to actually inspect what went wrong for these funds. My initial thought was that value traps were …
Korean companies must file big contracts as a percentage of revenue. One this week said 49.82%. Of 2019 revenue.
I read Korean regulatory filings (DART) every day, and one form keeps producing numbers that look better than they are. Yesterday's post here was about book values. This one is about a disclosure rule the US doesn't have. When a Korean listed company signs a supply or sales contract above …
Can AI create trillions in value without today's AI leaders capturing enough of it to justify their valuations?
I'm curious how others think about this. I'm very optimistic about AI itself and think it will create an enormous amount of value over the next decade. However, I'm much less confident that the companies currently commanding massive valuations because of AI will actually capture enough of that value to …