Discussion Board

Topic Replies Activity

https://www.barrons.com/articles/valley-forge-capital-management-asml-intuit-mastercard-visa-stock-53a4855e?st=uza8ufzirto45ui&reflink=desktopwebs

General Discussions Valley Forge Capital Management, LP
1 Jul 23, 2024

I want to know the Cost of Equity rate

Article Comments Unveiling Advanced Micro Devices (AMD)'s Value: Is It Really Priced Right? A Comprehensive Guide
0 Jul 23, 2024

Why does a consumer staples company like $PEP have a negative margin of safety of 87%?

Investment Ideas FRA:PEP
1 Jul 23, 2024

Thank you for the article! Glad to see that you’re still writing about RIG. I took a loss on this one about 4 years ago as I was out of sync with it.

Article Comments Transocean Is Struggling With Free Cash Flow
1 Jul 23, 2024

Does anyone know the % of their sales from Government?

Investment Ideas J
1 Jul 22, 2024

Unlocking Success with Amazon Online Arbitrag

Strategies
0 Jul 22, 2024

Buffett adds Liberty Sirius XM stock ahead of merger with Sirius XM. Sirius XM is controlled by John Malone. Liberty Media and Sirius announced a deal

General Discussions Warren Buffett
1 Jul 21, 2024

I think WB may be buying BAC stock. It is below his buying cost. His average cost $25.80 per share.

General Discussions Warren Buffett
1 Jul 20, 2024

What are the definitions used for different cap levels? Eg "Nano" and "Micro"?

General Discussions Sector & Industry Performance
2 Jul 20, 2024

Fundamentals are OK ,EPS YoY > price YoY. A buy

Investment Ideas SBUX
1 Jul 20, 2024

Would seem an SPAC bought Hillman in 2021; their reasoning is in their S-4It's not very compelling IMO; surface level arguments about reducing debt to

Investment Ideas HLMN
0 Jul 19, 2024

TSM is extremely undervalued.

Investment Ideas TSM
3 Jul 18, 2024

P/E 70 ???? idiot!!!????

Investment Ideas MIL:1CLX
0 Jul 17, 2024

Marc Cohodes' short thesis on Helen of Troy (HELE) paints a grim picture of the company's financial health and future prospects. At the core of his ar

Investment Ideas HELE
0 Jul 16, 2024

Macy's Inc. (M) currently selling at $18.50 has an offer on the table for $24 and currently negotiating with Private Equity. Chances are good that a d

Investment Ideas M
0 Jul 16, 2024

AFC Gamma focuses on loans to the marijuana industry; this is a great way to take advantage of the marijuana industries recent growth without overexpo

Investment Ideas AFCG
0 Jul 16, 2024

On the fundamentals alone, Trulieve seems undervalued, with market cap only 400M above Total Equity; with FCF on the rise to the tune of 200M a quarte

Investment Ideas TCNNF
0 Jul 15, 2024

Wonder if this will end their dispute with MSB?

Article Comments Cleveland-Cliffs (CLF) to Acquire Canadian Steelmaker Stelco in $2.5 Billion Deal
0 Jul 15, 2024

A sign of things to come for the Mag 7? By Lane Clark of TPP.

Investment Ideas
0 Jul 15, 2024

I'm buying. I think it'll go up at least $45 in the next 12-16 months per share. Just my own opinion. Thanks

Investment Ideas ON
0 Jul 15, 2024