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I agree with all of your points. However, I think the price is not attractive even though it has fallen and is slightly below your estimated fair valu

Article Comments Taking a Closer Look at Brown-Forman
1 Jun 28, 2024

ANYONE KNOW OF A MEXICAN MINING STOCK TRADING AT ABOUT $2.00 OR THERE. MINING GOLD, SILVER, & COPPER THAT ALSO PAYS DIVIDENS?

General Discussions Global Market Valuations
0 Jun 27, 2024

Forward PE is about 4. Wow.

Article Comments Walgreens Boots Alliance Faces 25-Year Lows After Q3 Earnings Miss
0 Jun 27, 2024

I was curious why insiders have 0% interest or there is no disclosure.

Investment Ideas PAX
1 Jun 27, 2024

Test

Article Comments Tesla Faces New Cybertruck Recalls Amid Rising China Sales
0 Jun 25, 2024

Interesting analysis. For some reason Crocs' has become very popular in the last 3 to 4 years. The big question is this popularity will continue in th

Article Comments How a DCF Analysis Validates Crocs' Value Thesis
2 Jun 25, 2024

Discuss solar stocks. Favourite and why?

General Discussions
2 Jun 25, 2024

Raising dividends again. Sweet: https://www.gurufocus.com/news/2071833/altria-increases-quarterly-dividend-by-43-to-098-per-share

Investment Ideas MO
0 Jun 25, 2024

There is a severe warning sign about Natera's operating margin. But the operating margin has improved in recent years, hasn't it?

Investment Ideas NTRA
0 Jun 24, 2024

undervalued industrial

General Discussions
2 Jun 24, 2024

Thanks for this article. Its good to be aware of incoming competition when considering a stock.

Article Comments CME Group: Threat of New Competition Is Fully Priced In
0 Jun 24, 2024

Great analysis!

Article Comments Why I Can't Bring Myself to Buy Ferrari
1 Jun 23, 2024

Thanks for the article, Fun. What is your feeling about the turning point in oil stocks? Are you making long-term investments in oil stocks at this po

Article Comments ConocoPhillips: Bigger Is Not Always Better
1 Jun 22, 2024

Thank you for a nuanced and thought provoking assessment of the long term impact of the Marathon acquisition on COP. At least 5 analysts on Seeking Al

Article Comments ConocoPhillips: Bigger Is Not Always Better
2 Jun 22, 2024

Thank you for the great article FUN!Hope you are enjoying your retirement and stopping to enjoy those roses you talked about, lol.COP is my second lar

Article Comments ConocoPhillips: Bigger Is Not Always Better
1 Jun 22, 2024

does the chart/data for Fed Net Liquidity lag 10 days or can we see it in real time?

General Discussions FED Net Liquidity
0 Jun 21, 2024

Ferrari is more of a prestige - luxury brand rather than a car company. Both the stock and product is expensive. The time to buy luxury brand stock is

Article Comments Why I Can't Bring Myself to Buy Ferrari
1 Jun 21, 2024

https://www.morningstar.com/funds/t-rowe-price-dividend-growth-is-steady-long-term-compounder

General Discussions T. Rowe Price Dividend Growth Fund, Inc.
0 Jun 20, 2024

I like this bank too, thanks for the article.

Article Comments Itau Unibanco Offers Quality, Dividends and Value
0 Jun 19, 2024

I wrote a deep dive about Sea Limited - https://www.sleepwellinvestments.com/p/sea-limited-se-overcoming-sea-change And bought the business as well -

Investment Ideas SE
0 Jun 19, 2024