Posts
Thoughts on AI reverse engineering software models
I am not smart enough to have anything to offer to this discussion, but I’m curious if this might be a bad sign for software companies’ theoretical value? I understand AI implications on software comes up as a topic frequently, and I imagine security would be one of the reasons …
Wolfspeed's $1.5B Government Deal : A Real Turnaround?
Been looking into WOLF after the $1.5B Pentagon financing news and the big jump in the stock. I went through their October 7 SEC filing and found a few interesting details about the 30-year loan, the $600M debt refinancing, and potential dilution from new shares and government warrants......
Other tax advantaged accounts or where to put money in?
Hello, my portfolio has grown quite a bit over the last year. I have consistently put funds in Roth IRA and HYSA too. My brokerage account has nearly double in size and I have realized some gains, but also have some unrealized gains. I calculated the tax I gotta pay …
Vonovia (Germany real estate)
Vonovia at 16.30 EUR against an EPRA NTA of 46.22 EUR is a total mispricing. Even with the ECB holding off on rate cuts for now, the refinancing scare is overblown because Vonovia already locked in its medium term financing conditions. The expropriation noise in Berlin is off the table, …
The market looks strong, but it is so weak underneath...
I keep coming back to how strange this market feels right now. On the surface, $SPY and $QQQ are still sitting near highs so the easy read is that investors are still confident and the rally is holding up. But when you look underneath the index, it feels much less …
Hormel too low in my opinion.
Paying 6 percent . GLP-1 friendly. I went heavy at these levels. Could it drop more? Sure. When the bonds recover and the shorts get worried I think this will prove to be a very good idea.
Lotus Bakeries: what are investors/the market seeing that my DCF misses?
I like the Biscoff business and their products, but I’m struggling to find the value apprantly seen by to broader market. Lotus Bakeries made 1,3600m in revenue in 2025 at a 16,8% operating margin. Sales grew 14% in the first half of 2026, and the company plans to spend at …