Posts
What do you guys think about the theory of an AI-bubble?
I watched the diary of a CEO where Jeremy Grantham argued that we are experiencing an AI-bubble right now which will eventually burst. Looking at the graphs of 10 years for most of the tech companies right now I realized it kind of makes sense as they are experiencing the …
I built SaaS in four weeks only using Claude Code
About four weeks ago I decided to start building a CRM tool that is specialized in Customer support. I had decided to build this after having four experiences related to customer support that, in my opinion, were quite inefficient. I have used Claude Code and since two weeks i have …
The formula for value investing.
Below is the formula for value investing as well as why this subbreddit is a contrarian investing subreddit and not a value investing subbreddit. Step 1: Do I understand the business? Step 2: If I understand it, then is it predictable? By predictable, I don't mean predicting how much money …
Brightstar Lottery best ever start to a quarter
The mega millions is at $542m The Powerball is at $375m The super enalotto is €187.5m When was the last time the 3 jackpots were all at least this good entering a new quarter? Never. This is the first time in history that all three of these major lotteries have …
Could You Be Fooled by a Ponzi Scheme? You’d Better Believe It - wsj
*(TLDR: why rational people are often easily fooled. See below comments on the Robert Cialdini whom the author references)* Could You Be Fooled by a Ponzi Scheme? You’d Better Believe It - wsj https://www.wsj.com/finance/investing/could-you-be-fooled-by-a-ponzi-scheme-youd-better-believe-it-e159c87 Jason Zweig By Jason Zweig June 30, 2026 at 9:55 am ET Fellow investors, If it’s …
I tracked how Buffett's concept of "moat" evolved across 60 years of shareholder letters. He didn't even use the word until 1986
I built a knowledge graph from every Buffett shareholder letter (1965-2024) and every annual meeting transcript, tracking how his key concepts emerged and evolved over time. Here's what I found about "moat", one of his most famous idea: The concept existed for 20+ years before Buffett named it. From 1965-1985, …
The only positive thing about Nike’s earnings today is that it is now 2 quarters of positive US sales and earnings growth that is helping stauch the bad news from China. < end of message >
The only positive thing about Nike’s earnings today is that it is now 2 quarters of positive US sales and earnings growth that is helping stauch the bad news from China. < end of message > The only positive thing about Nike’s earnings today is that it is now 2 …
Beaten-down quality: How do you differentiate a "temporary dip" from structural decline?
Hi guys , i have a special interest in quality compounder and i’ve been refining my watchlist lately, focusing on compounders that are currently out of favor. We all know that if a stock price *only* went up, it would be priced to perfection, leaving no margin of safety for …
Netflix moat rebuttal
After the recent drop in share prices, and a couple of posts in this sub, I feel like people may have a misunderstanding about what makes Netflix special. Or better (I hope): I may be able to offer a differentiated opinion. So one thing people go for first when thinking …
CEG fundamentals and momentum disconnect
Recently, I have been looking at CEG and it seems to have fallen so much that it is really becoming attractive. Revenue growth - around 25% Earning growth - \~23% PE - 22 PEG of around 1-1.1 With every other AI stock skyrocketing, why is this one still struggling to …