Posts
Is FOCM the pivot point for what remains of 2026?
I've been holding more cash for the past two months, and it's starting to seem like a wise decision. The question is when to put the capital back to work. In the short term, the trend isn't looking good — the macro picture is just too messy. However, it seems …
Is Tencent a Buy?
Just saw the other post talking about undervalued Chinese stock and what is holding them back. Most common reasons named are weak shareholder return, China risk, and habit to burn profit on unending competition. But Tencent is different isn't it? Of course there is China risk involved but it has …
Zscaler pioneered zero trust security. Now it trades at a third of its industry's valuation multiple after one cautious guidance call.
Zscaler built the zero trust security category from scratch back in 2007, founded on the idea that the traditional castle-and-moat model of firewalls and VPNs would fail once applications moved to the cloud and users stopped working from a fixed office. That contrarian bet turned out right, and Zscaler became …
Anyone else tired of the Michael Burry wannabes
Look, I get it. There is a lot to be skeptical of in this market with circular financing, and semi hidden debt etc. There is much to be weary of. But more and more all I see is people (a lot in this subreddit) talking about how this bubble is …
Deckers Outdoor Corp seems undervalued
Deckers Outdoor Corp seems undervalued. Around 61% from its elevated 20 month high of $216.17 per share. Now at around $85.50. pe compressed from usual 20 to below 12. Foreward pe is also around 11 or less. EV/EBITDA looks good. Also, 5 billion dollar buyback authorized on top of a …
Understanding Valuation Metrics
Understanding Valuation Metrics I asked about the point of valuation a few days ago. I think part of the problem was I read books about how successful investors/managers value their stocks. I didn't, however, take the time to understand what anything actually means. I found a copy of The Interpretation …
Is Nvidia good value right now?
[](https://www.reddit.com/r/NvidiaStock/?f=flair_name%3A%22Discussion%22)Given recent earnings, the price is not far from where it was a short while ago. Am I missing something? Why does the market not reward Nvidia? Do people feel its current financial strength won't look the same in the future?
Campine H1 2026 – better than the headline numbers suggest?
Had some time to go through the H1 report properly. At first glance you see revenue down 22% and EBITDA down 12%, so it looks like a clear step backwards from 2025. But I actually think the numbers are pretty decent considering what happened to metal prices. They still made …
What company am I ?
I am an Ai company, but I am free cash flow positive despite the huge capex. I am conservative with my finances. I am Ai model independent. Business is good, so good that the supply can’t catch up with the demand. And growth is accelerating: | Metric | 06/2026 | …
Is cybersecurity the best way to invest in AI without picking the winning model?
Most of the conversation around investing in AI has focused on chipmakers, cloud providers and the companies building the actual models but I’ve been wondering whether cybersecurity could end up being one of the better ways to play the industry. As AI becomes more capable it should also become easier …