While revenue and FCF growth is great - stock based compensation has been growing even faster. This has the potential to dilute shareholders substanti
Article Comments
Datadog's Valuation Is Sustainable with High Growth Ahead | | 1 | Oct 17, 2024 |
Well , Its about time. I've been saying this for years and I'm dumb!
Article Comments
Amazon Invests $500 Million in Nuclear Energy, Boosting Green Commitments | | 0 | Oct 17, 2024 |
Full disclosure, I have a conflict of interest casue I own Lyft shares. But talking to the drivers, how happy is the "Rank and File" at Uber and are t
Article Comments
Uber (UBER) Considers Acquisition of Expedia (EXPE) to Diversify Business | | 1 | Oct 17, 2024 |
Can anyone put more color on this?
Investment Ideas
ASML | | 1 | Oct 17, 2024 |
Where is BYD in Charlie portfolio?
General Discussions
Charlie Munger | | 1 | Oct 17, 2024 |
A review of Q3. Volatility reigns supreme. By Lane Clark of TPP.
Investment Ideas
| | 0 | Oct 16, 2024 |
The inflation beast has been tamed. By Lane Clark of TPP.
Investment Ideas
| | 0 | Oct 16, 2024 |
it's 25bn, not 250bn, come on guys
Article Comments
Boeing (BA) Plans to Raise $250 Billion to Alleviate Financial Woes | | 0 | Oct 15, 2024 |
This is a very useful page!
General Discussions
Buffett-Munger Screener | | 1 | Oct 15, 2024 |
Way to high P/E go buy a treasury for now, or a treasury ETF.
Investment Ideas
PANW | | 3 | Oct 15, 2024 |
Actually, Palantir is the equivalent of a hardware store selling shovels during a gold rush. Selling shovels in that situation is the one business tha
Article Comments
Palantir Hits Yearly High, Eyes $50 Mark Amidst S&P 500 Boost | | 2 | Oct 14, 2024 |
citigroup gave it a target of 170 , are they out of their mind ?
Investment Ideas
PLTR | | 5 | Oct 14, 2024 |
What specific challenges are impacting Tesla's automotive gross margins right now?
Article Comments
Tesla's Robotaxi Unveiling Disappoints, Shares Drop Amid Market Concerns | | 1 | Oct 14, 2024 |
Cash levels ??
General Discussions
Seth Klarman | | 0 | Oct 14, 2024 |
A stock dip and then a buying opportunity. Looking back at last week with Lane Clark of TPP.
General Discussions
| | 0 | Oct 14, 2024 |
How do analysts view Tesla's long-term growth potential despite current earnings misses?
Article Comments
Tesla's Robotaxi Unveiling Disappoints, Shares Drop Amid Market Concerns | | 0 | Oct 13, 2024 |
Optimism about Chinese securities markets overseas is on the rise
General Discussions
| | 0 | Oct 13, 2024 |
nice post
Article Comments
Visa Is Still the Payment King, but What's Next? | | 0 | Oct 13, 2024 |
Ridiculous response and fear this AM. Wall St. stealing from weak hands. Shorts will be put down. Load up shares. I added $13K between $216-$218 at th
Article Comments
Tesla (TSLA) Stock Plummets Over 10% After Disappointing Robotaxi Unveiling | | 1 | Oct 13, 2024 |
Quality company no doubt and a scshflow machine. But PEs or Premiums that high, I am unsure if other s will pay it espesially in a 'Bull Market" that
Article Comments
Fastenal Co (FAST) Q3 2024 Earnings Call Highlights: Resilient Growth Amidst Economic Challenges | | 0 | Oct 12, 2024 |