Posts
Substacks and the hustle (searching for free trustworthy content)
For me I cannot trust anyone that charges money for their substack or content. I’m not knocking the ones that do. But I know for a fact when you make a post like “who has the best stock picking substack” Everyone that has a paid model will jump in and …
The Market Still Doesn’t Know How to Price Growth Stocks
**The Market Still Doesn’t Know How to Price Growth Stocks** I wanted to find companies that combine growth with actual financial quality rather than just screening for companies with the highest revenue growth. My criteria were simple: **20%+ TTM revenue growth** **Positive free cash flow** **Net cash** **EV/FCF below 30x** …
Doesn't make sense to me
At a yield of 3.8%, the 3 month T bill has a P/E of 26.31, the 10 year note has a 21.1 P/E. The S&P 500 has a P/E of 29.5. There's still value out there but attractive company prices are rare and it's getting harder and harder to justify …
Gap jumped 13% today and still trades at ~8x forward earnings. Is the turnaround finally real?
The Gap raised its outlook after another big quarter, with comparable sales up 10%. The stock ripped as much as 20% before settling at 13% on the day, after the company also named Michael Francis as the new CEO of Old Navy, its biggest brand. The catch is Old Navy …
A tool to stack the odds back in our favour
Hello valueinvestors, When we asked individual investors their biggest constraint to making well-researched, regret-free investment decisions the clear answer was *time*. We don't have the luxury of employing teams of equity analysts, bloomberg terminals and algorithms to make these calls. Wanted to introduce you to a free investment tool called …
What are some problems with using AI for research ? (Aug 2026)
( well this post is not written by Ai obviously, I am just being cheeky) What are some issues with using Ai for research? Here are my top three peeves: **(1) Agents have problems remembering things if your session is too long.** You have better memory than Agents. The AI …
Vanguard imposes digital-first policy w/ threats to close accounts if non-digital
**Vanguard’s new brokerage agreement: the changes I actually find concerning** I went through the October 1, 2026 Vanguard Brokerage Account Agreement and compared it with the September 2024 version. There aren't dozens of huge changes, but a few stand out. **1. Vanguard is turning “digital first” into an actual contractual …
IREN opinion
What’s your take? Initially, I was really sold on Iren, but gradually I’m starting to think there might be quite a bit of downside after all. My concerns: 1. Even if the $4 billion ARR is realized, the company still needs to become profitable, and secondly, that would still imply …
Share your favorite stock analyzing tool!
Hi all, I'm wondering which stock analysis tool you all use for picking your stocks — and could you say why it's your favorite? I have my own tools too, but I'm still looking for the ones that offer the most for free. One of my favorites is [https://thestockscorer.com](https://thestockscorer.com). It …
CPRT at multi year lows - looks like an obvious value play
Been digging into CPRT and I think the market's overreacting here. Stock's down like 45% over the last year and that sorta reads broken. But when you look under the hood the moat looks totally intact. Basically Copart runs the salvage/insurance auction network — they've got the land, they've got …