Discussion Board

Topic	Replies	Activity
Margin's are not going to recover magically. Is there any catalyst? Article Comments Elevance Health: The Multi-Year Re-Rating Opportunity	0	6 hours ago
Exactly, ultimately we are striving towards a single authoritative source of truth. Article Comments Wolters Kluwer and the Value of “The Book”	1	1 day ago
Really enjoyed this one. The owner-economics framing hooked me immediately... leading with the $22B OCF vs. near-zero FCF tension is exactly the right Article Comments Oracle: The AI Backlog Is Real -- The Cash Flow Isn't (Yet)	0	Apr 8, 2026
Excellent article. Oracle has turned from a slow growth lucrative cash cow to an AI infrastructure play. It's a pure gamble on AI. The problem is AI o Article Comments Oracle: The AI Backlog Is Real -- The Cash Flow Isn't (Yet)	2	Apr 6, 2026
Good article. Couple of areas of concern - slowly declining operating margins and increasing financial leverage. This would argue for declining multip Article Comments Henry Schein: A Cash-Generating Healthcare Distributor Priced for Mediocrity	0	Apr 4, 2026
This company is dangerous. They keep on going from one scandal to another. As Buffett has said "“[W]e learned a long time ago is that you can’t make a Article Comments Rosenblatt Resets Super Micro Stock Price Target	0	Apr 4, 2026
Interesting company, but with ~6X leverage its a bad time to get into this name when we seem to be at the verge of a global recession due to the Iran Article Comments Willis Lease is a levered spread business with acceptable returns and meaningful	0	Apr 4, 2026
How much do I have invested with them Article Comments JPMorgan's Big Deal Isn't Going Smoothly	0	Mar 30, 2026
The deleveraging the company has undergone is a huge achievement. Hopefully now more of the FCF can now be applied to stock buybacks. Article Comments Viatris at $14: A Double-Digit FCF Yield Hiding in Plain Sight	0	Mar 28, 2026
I don't see any margin of safety at this time. It is all said and done a cyclical industrial parts supplier. Better to wait for the inevitable trough Article Comments Littelfuse and the Quiet Economics of Electrification	0	Mar 28, 2026
Thanks for this, agree that AI should be a net benefit for ADBE. A solid buy under 250. Article Comments Adobe Is Being Written Off	1	Mar 28, 2026
The ticker associated with this article is UFPI and not FRA:UFP. Article Comments UFP Industries: A Through-Cycle Compounder at a Fair Price	0	Mar 26, 2026
Good article. I agree from a quantitative point of view Adobe looks like good value here. However the bear argument is mostly qualitative. Adobe faces Article Comments Adobe Is Being Written Off	2	Mar 24, 2026
Thank you for covering this equity. Merck when it unloaded this portfolio sadled it with a great amount of debt. I agree with you that FCF is key and Article Comments Organon: A High Cash Yield Hidden Behind Patent Fatigue	0	Mar 24, 2026
Thanks for the weel-researched assessment. I agee with Sheraden's indepth assessment and have been acquiring shares for the past 3 months. Its a fanat Article Comments Adobe Is Being Written Off	0	Mar 23, 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	1	Mar 23, 2026
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	Mar 22, 2026
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	Mar 22, 2026
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	Mar 20, 2026
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	Mar 20, 2026

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Discussion Board

Margin's are not going to recover magically. Is there any catalyst?

Exactly, ultimately we are striving towards a single authoritative source of truth.

Really enjoyed this one. The owner-economics framing hooked me immediately... leading with the $22B OCF vs. near-zero FCF tension is exactly the right

Excellent article. Oracle has turned from a slow growth lucrative cash cow to an AI infrastructure play. It's a pure gamble on AI. The problem is AI o

Good article. Couple of areas of concern - slowly declining operating margins and increasing financial leverage. This would argue for declining multip

This company is dangerous. They keep on going from one scandal to another. As Buffett has said "“[W]e learned a long time ago is that you can’t make a

Interesting company, but with ~6X leverage its a bad time to get into this name when we seem to be at the verge of a global recession due to the Iran

How much do I have invested with them

The deleveraging the company has undergone is a huge achievement. Hopefully now more of the FCF can now be applied to stock buybacks.

I don't see any margin of safety at this time. It is all said and done a cyclical industrial parts supplier. Better to wait for the inevitable trough

Thanks for this, agree that AI should be a net benefit for ADBE. A solid buy under 250.

The ticker associated with this article is UFPI and not FRA:UFP.

Good article. I agree from a quantitative point of view Adobe looks like good value here. However the bear argument is mostly qualitative. Adobe faces

Thank you for covering this equity. Merck when it unloaded this portfolio sadled it with a great amount of debt. I agree with you that FCF is key and

Thanks for the weel-researched assessment. I agee with Sheraden's indepth assessment and have been acquiring shares for the past 3 months. Its a fanat

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

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