Posts
Given Nvidias market cap, QQQ has the same upside?
Individual stocks ordinarily have more upside than ETFs, but if the market cap is so large, maybe they don't. Given Nvidia's market cap, does QQQ have the same upside over the next 10 years? And would QQQ therefore be the better choice?
Any bulls on Copart?
Recently started a meaningful position on Copart (CPRT). I really like the risk/reward here. It's in a duopoly in the salvage vehicle industry (one of their growth strategies is to also move to whole car industry). This year the stock crashed and management are doing big buybacks. They own 100% …
I'm uncomfortable
I'm an old value guy and thought I'd seen it "all" but I was absolutely shocked last week when largest comapny in the history of the planet forecast 70% organic rev growth yoy. That is truly extraordinary. My natural reaction was to dismiss such forecasts as improbable and a topping …
Best API or agent with stock market data?
I am looking for an api with stock data so I can just ask for general discovery and comparisons instead of painstakingly making my own excels every time. I have found things like Stockie, FMP and financial datasets. But the price difference is huge. For example Stockie is only 10 …
GOPRO ENTERS INTO DEFINITIVE AGREEMENT TO MERGE WITH STARMAN OPTICAL, INC.
Am I missing something or basically buying now @ $1.30 I get almost all my money back plus I keep my shares? Source: GoPro's official website: NEWS RELEASE GOPRO ENTERS INTO DEFINITIVE AGREEMENT TO MERGE WITH STARMAN OPTICAL, INC. 2026-09-01 Merger to Recapitalize and Reposition GoPro; Company to Remain Publicly …
Berkshire's Q2 13F lists Apple across 12 separate rows, Appaloosa's 835,000 Apple "shares" are puts, and Third Point's 3,500,000 Riot "shares" are bonds. Three columns in the raw filings.
The Q2 13Fs were due on 14 August. Rule 13f-1 gives managers 45 days after quarter end, so this batch describes where portfolios stood on 30 June. I went through the raw XML on a few of them instead of a summary, and there are three columns in the information …
AppLovin mispriced opportunity or value trap?
I've been watching this stock since last year, waiting for the valuation to come down given it's always priced for perfection. Now though the price has dropped low enough that investors seem to view it as a falling knife. Since the company is still growing 60% YoY, I decided to …
Is This the End of the Berkshire Hathaway We Knew?
Today, by chance, I watched the latest interview with the new CEO of Berkshire Hathaway, Greg Abel, who laid out his investment thesis on Google, which shocked me. He called this investment decision a bet on Google being a winner in AI rather than because of its competitive advantage and …
I found lookahead bias in my own published insider-buying study, so I re-ran it without it. The numbers got worse. Here they are. (906K Form 4 transaction records, 2023–2026)
A few months ago, I posted a study here on insider cluster buying, meaning cases where multiple insiders at the same company buy stock in the open market within a short period. Original post: [https://www.reddit.com/r/ValueInvesting/comments/1srl7qn/comment/ohgb6gd/](https://www.reddit.com/r/ValueInvesting/comments/1srl7qn/comment/ohgb6gd/) The research used roughly 906,000 historical Form 4 transaction records from 2023 through early 2026. …
$tigr - discussion wanted
UP fintech holding inc. $tigr is a singapore based, nasdaq listed brokerage firm which trades at $877m with $544m cash on hand, 8.3x TTM earnings, more like 5 on a forward basis. Just got sacked from chinese market - stock down 20% since (although it's peer, $futu recieved the same …