Posts
Rollins - Great company at the lower end of fair value, or trap
I kind of forgot about Rollins because it has been trading at a premium for so long. I randomly stumbled on them again and noticed their stock price had fallen over 25% since the last time I checked. Rollins is a market leader in Pest and wildlife control, but also …
Howard hughes holdings ( HHH)
This is my first post and I'm 16 if anyone has any comments on this business I'd love to hear it. Its currently at 24% of my portfolio and I think it's currently undervalued and that Bill Ackman can successfully turn it into a long term capital growth machine.
Rightmove $RMV - AI Fears, not Class Action, drove share price collapse
This has come up enough times so here's our entire explanation in one post. RNS mentioned press comment on Innsworth class action on 13-Nov-25. Shares didn't move much that day. RMV fell 12% on 7-Nov, day of trading update. By 12-Nov, RMV has already fallen \~30% from Aug peak. In …
The Simon Evan-Cook article referenced in Terry Smith's Letter to Shareholders
Not sure if everyone saw the article by Simon Evan-Cook that was referenced in Terry's recent and now infamous letter to shareholders. See it below from Citywire. Can't post the one graphic from teh article since this sub doesn't allow images (why?) but it basically shows average UK equity fund …
Rightmove plc
The leading UK property portal, Rightmove is the website you visit if you’re looking to buy a house in the UK. For every 100 houses bought or sold, 84 are found on Rightmove. Rightmove is paid by the estate agents, that need to pay a monthly subscription to list their …
Pro-Dex inc - medical device supplier to worlds newest TKA robotic system
The pitch is their stock is cheap with the product launch that's occuring through Zimmer Biomet. Zimmer bought a company called Monogram Technologies through the honey badger merger subsidiary last year (honey badger don't give a damn!) in order to own a new autonomous surgical robot capable of customized implants …
Is AAPL overvalued?
I mean let’s look at it realistically, you’re paying $315 per share of a stock with a PE of 38 and a dividend of 0.34%. Is that really such a great deal regardless of moat?
Farming Is Terrible Right Now. That’s Good for Deere and AGCO Stocks - Barron’s
*(****TLDR****: cyclical stocks often behaves differently from other stocks, but it can be rewarding if one can learn to spot the trough of the business cycle. )* Farming Is Terrible Right Now. That’s Good for Deere and AGCO Stocks - Barron’s By Al Root https://www.barrons.com/articles/deere-agco-agricultural-stock-price-rating-610c9161 Updated July 10, 2026 4:13 …
Why WD-40 Is Crushing the Hottest AI Stocks - Barron’s
Why WD-40 Is Crushing the Hottest AI Stocks - Barron’s https://www.barrons.com/articles/wd-40-earnings-stock-price-ai-ea2f8b96 By Callum Keown Updated July 10, 2026 12:18 pm EDT / Original July 10, 2026 6:09 am EDT Key Points \- WD-40 stock jumped Friday after the company reported fiscal third-quarter earnings that beat Wall Street estimates. \- The …
Calculating META's Stock-Based Compensation
# Let's talk about using two methods to calculate the cost of Stock-Based Compensation. We will referance pages 92 & 93 of the [META 2025 10k](https://www.sec.gov/Archives/edgar/data/1326801/000162828026003942/meta-20251231.htm). Start with $115,800 Operating Cashflow. Then deduct 69,691 for PP&E, and another 2,524 for Principal Payments on Finance Lease. That leaves us with 43,585 …