Posts
HP $39M Settlement FAQ: Late Claims, Eligibility & Payouts
Hey guys, I posted about this settlement before, but since they’re accepting [late claims](https://11th.com/cases/hp-investor-settlement), I decided to share it again with a little FAQ. **Q: What happened?** **A:** HP ($HPQ) agreed to a $39 million settlement over claims that it misled investors about its printing supplies business. Investors alleged the …
Meta to pay up to 17.1 BILLION
Presumably most of you already heard of the news that Meta settled an agreement to pay 17.1 billion. What surprises me is that there is no clear negative reaction at the stock market even though I think 17.1 billion is quite a lot + all the changes Meta needs to …
$ECHO: a ~30% NAV discount hiding inside a telecom bankruptcy mess—What am I missing?
Been digging into ECHO way more than I originally intended and I think there may actually be a decent special situation here. I own a small starter position, but I’m mostly posting because I want someone smarter than me on bankruptcy/spectrum to tell me where I’m wrong. The part that …
AEHR: good business, but has the stock gotten ahead of it?
Been looking into AEHR after this recent run and I’m curious what people here think. The growth story looks real. Bookings hit $60.7M, effective backlog is around $100.6M, and FY27 revenue guidance jumped to $130M–$150M. My issue is the valuation. At my Aug. 20 starting price of $105.97, I had …
Nike is a good example of what happens when short term efficiency becomes the entire business strategy
I have been thinking about Nike’s decline and I do not believe its biggest mistake was simply missing a few fashion trends. For years, Nike operated as if the brand itself was an unlimited resource. The company pushed toward direct-to-consumer sales, pulled products from wholesale partners, leaned heavily on familiar …
Is Microsoft’s AI CapEx creating a telecom-style capital-intensity risk?
I read Microsoft’s latest report and kept asking myself, what does this remind me of? And at one point... oh my God, bingo... it’s Verizon. I was looking at the comparison between Free Cash Flow & Owner Earnings and CapEx vs D&A. And I realized that Microsoft is now partially …
Meta Settles California Teen Lawsuit for ~$18B
Meta will pay $12.7B over 10 years. And an additional $5.3B if TikTok and Youtube also pay $5.3 and also agree to the same terms Meta agreed to. These include: |Restriction for < 18|Actual requirement| |:-|:-| |Daily usage|2 hours across FB + Instagram| |Override|Parent can allow more| |Night|Block midnight–6am| |School|Notifications …
Are ETFs distorting the market?
First of all, I’m a big fan of ETFs, and a large part of my portfolio is invested in them… These days, a huge share of the money flowing into equities goes through ETFs and other passive investment vehicles. These funds generally don’t pick stocks based on their valuation or …
I own GEV because they already sold the turbines
I own GEV. Not because it's an AI-power stock. Because they already sold the turbines. Last quarter the slot book went from 100 GW to 116. They signed 20 GW, converted 10, actually shipped 3. Same customers are buying the transformers from them too. Once that machine is sitting in …
Are there people here who have outperformed the market for 10+ years?
​ Hi everyone, I (21M) recently started investing, mostly through stock picking, and got incredibly lucky with a few picks, such as AMD and Alphabet. After making some money, I decided I should actually learn about the thing I had basically been gambling on. The more I learn, the more …