Posts
TTWO fell to $214
Im personally adding shares at this price, i dont think its going to reach $300, but $230-$250 sounds pretty realistic. GTA VI should break all kind of records when it comes to sales. **- Theyre IMO underestimating their Net booking for FY2027. Its only $8B. They already brought in $6,7B …
Lululemon Earnings
To anyone who already hates this business this post is not for you, we already know you’re happy the stock price is sinking (mostly because you won’t shut up about it haha!) To anyone invested, there is no need to panic at the recent earnings. In the new buffetology, it …
Individual stocks or VGT, why take the risk?
**10-Year CAGR** MSFT **25.6%** GOOG **24.0%** AMZN **21.2%** VGT **24.5%** QQQ **20.56%** **If VGT and QQQ produce similar returns to individual stocks over a 10-year period, why take the risk on an individual stock?**
Lululemon just posted worrying earnings
Lululemon they just reviewed their yearly earnings . Money returned from tariffs, buyback shares, opening new stores, all of this, can’t keep up with decline in store sales. All consumer stocks in America are performing very poorly. Are we on the brink of a recession? 98 dollars now lululemon and …
There is no vindication in-sight, value investing keeps underperforming like never before
SpaceX ripping. BTC ripping. Tesla ripping. MicroStrategy ripping. Every single asset without earnings is ripping. There is absolutely no punishment for buying growth, and there hasn’t been for 17 years. Never has more money been lost, on a relative basis, than by following a Ben Graham approach to the market. …
Adobe New CEO thoughts?
So it was just announced 10 mins ago that Adobe’s new CEO will be Anil Chakravarthy, whom has been with the firm for close to 6 years. Time will tell but wanted to gather initial thoughts on this widely spoken stock that has been in the community’s radar for quarters!! …
History of EPAM sys. - from growth to idle speed
Epam retrospective analysis makes a valuable lesson to how public company governance can make or destroy itself. Back in 2014, when first Russian/Ukranian crisis broke off with Crimea annexation, CEO and management had made a decision to take advantage of such situation. With deliberate decision to exploit local currencies plunge, …
BYD sold 44% of its units overseas and booked more than half its revenue there. I tried to work out how much of that gap is actually mix.
BYD's interim landed after Friday's close on 28 August. Revenue RMB 344.82bn, down 7.13%, net profit attributable RMB 12.33bn, down 20.54%. Overseas took 792,256 of 1,808,511 vehicles in the half, 44% of units, but RMB 181.27bn of revenue against RMB 163.55bn in Greater China. Fewer than half the cars, more …
Building an investment club platform with AI-assisted stock research — would love feedback
Hey everyone — I’m building a stock analysis tool designed for people who invest with friends or family and want a structured way to evaluate companies together. Site: [https://scorecardinvesting.com/](https://scorecardinvesting.com/) The main idea: you add your holdings to a shared dashboard, and each stock gets a report covering DCF valuation, key …
THE AGENTIC RE-PLATFORMING OF INDIA BASED BPM INDUSTRY
**Focus Entities:** Genpact Ltd (NYSE: G) | ExlService Holdings Inc (NASDAQ: EXLS) **Industry Context:** Business Process Outsourcing (BPO) & Digital IT Services # Executive Thesis The India based Business Process Management (BPM) industry is undergoing a structural transition from labor arbitrage (headcount-driven revenue) to autonomous workflow orchestration ("Service-as-Agentic-Solutions"). Genpact's formal …