Discussion Board

Topic Replies Activity

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