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Investment ideas discussed by stock symbol and name

Topic	Replies	Activity
This company screwed it's investors royally. Absolute incompetents with the CEPFs! Investment Ideas NEP	2	Jun 7, 2025
Unh vs elv Investment Ideas NYSE:ELV	0	Jun 6, 2025
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 5, 2025
Value Investment that aligns New Investors with 80% of Common owned 17% Mass Mutual & Barings +27% owned by Fortress/EJF Capital hidden behind CDOs & their co investors led by ex $DX Chairman. Investment Ideas DX NOVC NRZ DS SNR	0	Jun 5, 2025
Expert Investors Fortress/EJF Capital hidden behind CDOs Taberna I & II/Kodiak CDO I hold 31M common and all of Novation Companies, Inc. $NOVC only Sr Debt a ruse + Mass Mutual Investment Ideas NRZ DX COOP OCN	0	Jun 5, 2025
Lumen Investment Ideas LUMN	3	Jun 5, 2025
Profitable cyclical co with a good dividend. Solid insider buying. Debt on the high side. Investment Ideas HI	0	Jun 4, 2025
Not yet. Investment Ideas PLUG	0	Jun 3, 2025
Best time to buy cyclical stocks is when no one wants them. Today I'd like to present Cleveland-Cliff (CLF) a steel maker which is deep in the dump se Investment Ideas CLF	0	Jun 2, 2025
Not yet Investment Ideas FCEL	0	May 31, 2025
You have not considered decline in one of their largest products which has been forewarned in their reports Investment Ideas NSE:NATCOPHARM	0	May 30, 2025
in a severe down trend. WHat is causing this? Investment Ideas UPS	2	May 29, 2025
damn.. have to wait for rebound.. Investment Ideas UNH	1	May 27, 2025
Who else is pumped about SNOW? 18x sales and 10x book and people can't pay rent but.. technology? Investment Ideas SNOW	1	May 27, 2025
I loaded up a bunch. Average cost $264. Lets see what happens here. Even with the problems I highly doubt the DOJ or a CEO leaving will totally bring Investment Ideas UNH	0	May 25, 2025
Good company, price not sure yet Investment Ideas MSFT	0	May 23, 2025
New variants of Covid are spreading again.Moderna (MRNA) one of pioneers of the RNA vaccine is down 95% from its high reached during the pandemic. CEO Investment Ideas MRNA	0	May 21, 2025
what is it in this shares that Chuck akre bought big stack in this company. Investment Ideas CCCS	0	May 21, 2025
Huge discrepancy between what forecast analysts predict (Up) and what GF predicts (Down). I'm going with the analysts, and the continuing demand for W Investment Ideas WLFC	0	May 21, 2025
Steve Cohen Point72 AM adds 2.3M $TDOC shares per Sch 13G filed 5/16/25 bring their position to 8,826,350. GF last position was 6.5M shares Investment Ideas TDOC	0	May 20, 2025

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Discussion Board

This company screwed it's investors royally. Absolute incompetents with the CEPFs!

Unh vs elv

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

Value Investment that aligns New Investors with 80% of Common owned 17% Mass Mutual &amp; Barings +27% owned by Fortress/EJF Capital hidden behind CDOs &amp; their co investors led by ex $DX Chairman.

Expert Investors Fortress/EJF Capital hidden behind CDOs Taberna I & II/Kodiak CDO I hold 31M common and all of Novation Companies, Inc. $NOVC only Sr Debt a ruse + Mass Mutual

Lumen

Profitable cyclical co with a good dividend. Solid insider buying. Debt on the high side.

Not yet.

Best time to buy cyclical stocks is when no one wants them. Today I'd like to present Cleveland-Cliff (CLF) a steel maker which is deep in the dump se

Not yet

You have not considered decline in one of their largest products which has been forewarned in their reports

in a severe down trend. WHat is causing this?

damn.. have to wait for rebound..

Who else is pumped about SNOW? 18x sales and 10x book and people can't pay rent but.. technology?

I loaded up a bunch. Average cost $264. Lets see what happens here. Even with the problems I highly doubt the DOJ or a CEO leaving will totally bring

Good company, price not sure yet

New variants of Covid are spreading again.Moderna (MRNA) one of pioneers of the RNA vaccine is down 95% from its high reached during the pandemic. CEO

what is it in this shares that Chuck akre bought big stack in this company.

Huge discrepancy between what forecast analysts predict (Up) and what GF predicts (Down). I'm going with the analysts, and the continuing demand for W

Steve Cohen Point72 AM adds 2.3M $TDOC shares per Sch 13G filed 5/16/25 bring their position to 8,826,350. GF last position was 6.5M shares

Value Investment that aligns New Investors with 80% of Common owned 17% Mass Mutual & Barings +27% owned by Fortress/EJF Capital hidden behind CDOs & their co investors led by ex $DX Chairman.