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Topic	Replies	Activity
A great read; thanks. Article Comments Ray Dalio Commentary: When Internal Disorder and External Disorder Happen Together	0	2 hours ago
Hi Steve, great analysis, thank you for sharing. In your opinion, why is the FCF margin lower, and what do you expect moving forward?Also, just a note Article Comments Netflix: Additional Upside Possible Amid International Growth, Valuation Tailwinds	1	13 hours ago
Hi All,Kindly note that NFLX has delivered an earnings call ever since the article's submission. Editorial took 13 days to publish the article, and I Article Comments Netflix: Additional Upside Possible Amid International Growth, Valuation Tailwinds	0	13 hours ago
Who do you think stands to gain more from this partnership? Article Comments CrowdStrike and Fortinet Partner for Enhanced Cybersecurity Integration	1	17 hours ago
Kenvue Receives Strategic Investment from Starboard ValueThis report may be misleading. They just bought shares - did not make a strategic investment. Article Comments Kenvue's Double Catalysts: Starboard Stake and Dividend Announcement	1	17 hours ago
It would be great to include GuruAI feature on guru mobile app. Also, the ios app seems missing a lot of great features from its website version. Hopefully, in near future, the ios app offer all the same features like its web version. Article Comments GuruAI: Your Enhanced Investing Assistant	1	2 days ago
"voters who sign a petition supporting the First and Second Amendments. Legal experts argue this initiative" What about all the lobbiest trying to cha Article Comments Morning Brew: Microsoft Expands AI Capabilities Amidst Tesla's Legal Scrutiny	0	2 days ago
Democrats always fight cause they know it all. The Party of Lingcoln was created casue many were tired of all the different interpetations and said, l Article Comments Ray Dalio Commentary: The Split in the Democratic Party: The Lina Khan Litmus Case and The Relevant Principles	0	2 days ago
EOG has very nice numbers too! Article Comments These Five Stocks Make Up My Purloined Portfolio	0	3 days ago
Based on Buffett's historical actions and public statements, it is highly likely (70%-80%) that the recent sales of Apple and BAC were primarily to im Article Comments Warren Buffett's Strategic Reduction in Bank of America Holdings	0	Oct 19, 2024
I like! Article Comments Regions Financial Corp (RF) Q3 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic Financial Management	0	Oct 19, 2024
This is great. Thanks for sharing it, James. Article Comments Ray Dalio Commentary: The Split in the Democratic Party: The Lina Khan Litmus Case and The Relevant Principles	0	Oct 18, 2024
Kamala has been reticent to disclose her position so far , and it seems the press has silently acquiesced with this . Will she be drastically be pulle Article Comments Ray Dalio Commentary: The Split in the Democratic Party: The Lina Khan Litmus Case and The Relevant Principles	0	Oct 18, 2024
For me BAC is at a price where if it went lower I would buy more if I had the extra capital to buy. I try to take that approach which is me stealing B Article Comments Warren Buffett's Strategic Reduction in Bank of America Holdings	0	Oct 18, 2024
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
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
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
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

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Discussion Board

A great read; thanks.

Hi Steve, great analysis, thank you for sharing. In your opinion, why is the FCF margin lower, and what do you expect moving forward?Also, just a note

Hi All,Kindly note that NFLX has delivered an earnings call ever since the article's submission. Editorial took 13 days to publish the article, and I

Who do you think stands to gain more from this partnership?

Kenvue Receives Strategic Investment from Starboard ValueThis report may be misleading. They just bought shares - did not make a strategic investment.

It would be great to include GuruAI feature on guru mobile app. Also, the ios app seems missing a lot of great features from its website version. Hopefully, in near future, the ios app offer all the same features like its web version.

"voters who sign a petition supporting the First and Second Amendments. Legal experts argue this initiative" What about all the lobbiest trying to cha

Democrats always fight cause they know it all. The Party of Lingcoln was created casue many were tired of all the different interpetations and said, l

EOG has very nice numbers too!

Based on Buffett's historical actions and public statements, it is highly likely (70%-80%) that the recent sales of Apple and BAC were primarily to im

I like!

This is great. Thanks for sharing it, James.

Kamala has been reticent to disclose her position so far , and it seems the press has silently acquiesced with this . Will she be drastically be pulle

For me BAC is at a price where if it went lower I would buy more if I had the extra capital to buy. I try to take that approach which is me stealing B

While revenue and FCF growth is great - stock based compensation has been growing even faster. This has the potential to dilute shareholders substanti

Well , Its about time. I've been saying this for years and I'm dumb!

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

it's 25bn, not 250bn, come on guys

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

What specific challenges are impacting Tesla's automotive gross margins right now?