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Topic	Replies	Activity
Novo Nordisk looks set to add another string to Ozempic bow \| pharmaphorum Novo Nordisk’s GLP-1 agonist Ozempic has shown efficacy in yet anothe Investment Ideas NVO	0	Mar 5, 2024
Hi Fun, thanks for the thorough article. One question: You suggest selling 40% around $50. Now AEM has broken out above $51 now, and gold is way out a Article Comments Agnico Eagle: In A Bearish Market, There Are Always Opportunities	0	Mar 4, 2024
GuruFocus Value is over 51.share for $LMND and the stock trades below 17 (over 21 days ago). Charlie why no discussion? Investment Ideas LMND	3	Mar 4, 2024
Perrigo launches OTC birth control pill in the US (fiercepharma.com) Investment Ideas PRGO	0	Mar 4, 2024
GSDHO in Turkish stock market is a hidden gem Investment Ideas	0	Mar 4, 2024
Market moving action this week? Investment Ideas	0	Mar 4, 2024
The stock does look undervalued. However stock based compensation is huge which is making free cash flow look good. However SBC is a real expense and Article Comments Zoom Video Forecasts High FCF Margins, Which Could Make the Stock a Takeover Candidate	0	Mar 3, 2024
This is a very interesting and informative article. Thanks, Praveen. I can tell you put a lot of work into this, and it certainly paid off. Article Comments The Zen of Price	5	Mar 3, 2024
Excellent article as usual FUN, thank you. Any plans on a NEM article? Would be curious of your thoughts on the future of the miner. Article Comments Agnico Eagle: In A Bearish Market, There Are Always Opportunities	4	Mar 3, 2024
Selling below tangible book value. Srock has bounced back in the past when it goes below TBV. Rapidly deleveraging. Buying back stock. Investment Ideas TSX:VET	0	Mar 3, 2024
Very interesting take, thank you Mark. Article Comments Nvidia's Huge FCF Margins Imply It's Worth More	2	Mar 3, 2024
I have XOM and currently debating if I should add to it, or by CVX. What is your opinion? XOM seems to have better growth adjusted valuation. Also the Article Comments Chevron: Buffett's Favorite Energy Stock	1	Mar 2, 2024
I think VERV's ambition is fantastic, - question is will they be able to Finance its development ? Article Comments Verve Therapeutics Inc (VERV) Reports Progress and Financials for Q4 and Full Year 2023	0	Mar 2, 2024
Visa has been an incredible compounder. The big risk is of course Apple, Google etc. bringing the payment network rails in house instead of routing it Article Comments Visa: A Great Company That Is Fairly Priced	0	Mar 2, 2024
Nice analysis Article Comments Booking Holdings: Can Historical Outperformance Continue?	1	Mar 2, 2024
Very good article. Very informative. I have been more focused on Buffett’s Occidental investment, but knowing him and reading this. I can agree Article Comments Chevron: Buffett's Favorite Energy Stock	0	Mar 2, 2024
Nvidia still undervalued General Discussions NVDA	3	Mar 1, 2024
Great article Mr.Hake Article Comments Nvidia's Huge FCF Margins Imply It's Worth More	1	Mar 1, 2024
FCF margins is one thing, growth is another. The combo is like jet fuel. Nvidia is able to sell all the GPU's it can produce and charge whatever the h Article Comments Nvidia's Huge FCF Margins Imply It's Worth More	1	Mar 1, 2024
I think a bonus or split is on the cards. stay tuned!! Investment Ideas NVDA	0	Mar 1, 2024

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Discussion Board

Novo Nordisk looks set to add another string to Ozempic bow | pharmaphorum Novo Nordisk&rsquo;s GLP-1 agonist Ozempic has shown efficacy in yet anothe

Hi Fun, thanks for the thorough article. One question: You suggest selling 40% around $50. Now AEM has broken out above $51 now, and gold is way out a

GuruFocus Value is over 51.share for $LMND and the stock trades below 17 (over 21 days ago). Charlie why no discussion?

Perrigo launches OTC birth control pill in the US (fiercepharma.com)

GSDHO in Turkish stock market is a hidden gem

Market moving action this week?

The stock does look undervalued. However stock based compensation is huge which is making free cash flow look good. However SBC is a real expense and

This is a very interesting and informative article. Thanks, Praveen. I can tell you put a lot of work into this, and it certainly paid off.

Excellent article as usual FUN, thank you. Any plans on a NEM article? Would be curious of your thoughts on the future of the miner.

Selling below tangible book value. Srock has bounced back in the past when it goes below TBV. Rapidly deleveraging. Buying back stock.

Very interesting take, thank you Mark.

I have XOM and currently debating if I should add to it, or by CVX. What is your opinion? XOM seems to have better growth adjusted valuation. Also the

I think VERV's ambition is fantastic, - question is will they be able to Finance its development ?

Visa has been an incredible compounder. The big risk is of course Apple, Google etc. bringing the payment network rails in house instead of routing it

Nice analysis

Very good article. Very informative. I have been more focused on Buffett&rsquo;s Occidental investment, but knowing him and reading this. I can agree

Nvidia still undervalued

Great article Mr.Hake

FCF margins is one thing, growth is another. The combo is like jet fuel. Nvidia is able to sell all the GPU's it can produce and charge whatever the h

I think a bonus or split is on the cards. stay tuned!!

Novo Nordisk looks set to add another string to Ozempic bow | pharmaphorum Novo Nordisk’s GLP-1 agonist Ozempic has shown efficacy in yet anothe

Very good article. Very informative. I have been more focused on Buffett’s Occidental investment, but knowing him and reading this. I can agree