Discussion Board

Topic	Replies	Activity
Excellent article. Clearly ST is tied to automotive cycle which is slowing but its a high quality company which should do well when the cycle starts t Article Comments Sensata Technologies: Underwriting Industrial Stability in a Slowing Auto Cycle	0	16 hours ago
The problem with banks the size of BAC is that you don't know what risks a 3.5 Trillion dollar balance sheet hides. Banks are leveraged entities and w Article Comments Bank of America Is Being Priced for Problems It Isn't Having	0	23 hours ago
The only thing growing is the SBC. The company has an agency problem.<a Article Comments Lightspeed Commerce: Payments Growth Can't Offset Software Stagnation	0	3 days ago
Maybe Tesla can spin off the energy division so it isn't dragged down with the rest of the company. Article Comments Tesla Stock in Focus on Potential $2.9 Billion Solar Deal With China	0	3 days ago
The ticker symbol associated with the article ASX:REA with the article looks incorrect.Solid find. Great growth and FCF productivity. https://i.imgur. Article Comments Rightmove: A Rare Case of Untapped Pricing Power	0	Mar 19, 2026
The ticker symbol associated with the article ASX:REA with the article looks incorrect. Article Comments Rightmove: A Rare Case of Untapped Pricing Power	0	Mar 19, 2026
I concur, GIS represents great value at this price. The fall in share price is a bit weird as this is a "consumer staple". Theoretically it should hol Article Comments General Mills: A Beaten-Down Consumer Staple With a 6.3% Dividend and Turnaround	1	Mar 19, 2026
Thanks a lot! Article Comments Strategic Education, Inc. Publishes 2025 Annual Report and Letter to Shareholder	0	Mar 19, 2026
Thanks for the writeup. However this does not look like a great business. The company does not seem to be earning an economic profit as ROIC - WACC is Article Comments Cold Storage, Real Value.	0	Mar 17, 2026
You might want to quit referring to xAI as a positive. It recently collapsed due to Musk's mismanagement, and has to start over. Optimus appears no be Article Comments Tesla Unveiled Two Major Catalysts for Its Future	0	Mar 16, 2026
When Ford was dominating the car market, Henry Ford wanted to make all the parts for the Model T, similar to what Elon is trying with Terafab. Look up Article Comments Tesla Stock Rises as Musk Unveils Bold AI Chip “Terafab” Plan	0	Mar 16, 2026
If Musk still can't figure out how to run a business, maybe he should ask ChatGPT. Article Comments Musk Says xAI Is Being Rebuilt After Early Missteps	0	Mar 15, 2026
Last February Tesla was shut down to retool for the Model Y, and the country practically shut down for Chinese New Year, so of course sales are higher Article Comments Tesla China Deliveries Jump 91% in February Despite Weak Auto Market	0	Mar 12, 2026
Great long term growth but last 4 years have been not so good. Need a better margin of safety or a revitalization of growth. Article Comments Pool Corporation's Installed-Base Economics Are Being Misread	1	Mar 12, 2026
Very lumpy and erratic financials.<a Article Comments Stem Inc.: Deciphering the SaaS Pivot and Strategic Realignment	0	Mar 8, 2026
Great information. Article Comments Credo Technology: High-Speed, High-Stakes AI Infrastructure Play	1	Mar 7, 2026
always getting a biggest dividend is great...back when my dad was involved with Phillip we had many checks...buy that was the early 70's and such... Article Comments Phillips 66 Announces Increase in Quarterly Dividend	0	Mar 6, 2026
A balanced examination of the strengths and weaknesses of each company presented objectively. Many thanks. Article Comments The Aluminum Supercycle's Pure-Play: Why Alcoa's Operational Transformation Dese	0	Feb 27, 2026
Good article, I believe in this company Article Comments PureCycle Technologies Inc (PCT) Q4 2025 Earnings Call Highlights: Strategic Exp	0	Feb 27, 2026
Excellent summary, thank you very much. Article Comments Why Micron Looks Cheaper After a 300% Run	0	Feb 26, 2026

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Discussion Board

Excellent article. Clearly ST is tied to automotive cycle which is slowing but its a high quality company which should do well when the cycle starts t

The problem with banks the size of BAC is that you don't know what risks a 3.5 Trillion dollar balance sheet hides. Banks are leveraged entities and w

The only thing growing is the SBC. The company has an agency problem.&lt;a

Maybe Tesla can spin off the energy division so it isn't dragged down with the rest of the company.

The ticker symbol associated with the article ASX:REA with the article looks incorrect.Solid find. Great growth and FCF productivity. https://i.imgur.

The ticker symbol associated with the article ASX:REA with the article looks incorrect.

I concur, GIS represents great value at this price. The fall in share price is a bit weird as this is a "consumer staple". Theoretically it should hol

Thanks a lot!

Thanks for the writeup. However this does not look like a great business. The company does not seem to be earning an economic profit as ROIC - WACC is

You might want to quit referring to xAI as a positive. It recently collapsed due to Musk's mismanagement, and has to start over. Optimus appears no be

When Ford was dominating the car market, Henry Ford wanted to make all the parts for the Model T, similar to what Elon is trying with Terafab. Look up

If Musk still can't figure out how to run a business, maybe he should ask ChatGPT.

Last February Tesla was shut down to retool for the Model Y, and the country practically shut down for Chinese New Year, so of course sales are higher

Great long term growth but last 4 years have been not so good. Need a better margin of safety or a revitalization of growth.

Very lumpy and erratic financials.&lt;a

Great information.

always getting a biggest dividend is great...back when my dad was involved with Phillip we had many checks...buy that was the early 70's and such...

A balanced examination of the strengths and weaknesses of each company presented objectively. Many thanks.

Good article, I believe in this company

Excellent summary, thank you very much.

The only thing growing is the SBC. The company has an agency problem.<a

Very lumpy and erratic financials.<a