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thx for that info

Article Comments ScanSource Inc (SCSC) Q4 2024 Earnings Call Transcript Highlights: Mixed Performance Amid Strategic Shifts
0 Aug 28, 2024

Excellent summary . Gave one star by mistake !

Article Comments NOCIL Ltd (BOM:500730) Q1 2025 Earnings Call Transcript Highlights: Strong Revenue Growth Amid Market Challenges
0 Aug 28, 2024

Basically this is a bet on Cohen's investment acumen.

Article Comments Why Shorting GameStop Remains a High-Risk Bet
1 Aug 26, 2024

Hard to know how to value companies like these when there are no earnings. Basically Stock based comp. is eating all of the Free cash flow and more.

Article Comments Palantir Is a Transformative AI Company, but Too Richly Valued
1 Aug 25, 2024

Looks good

Article Comments Coherus BioSciences Reports Second Quarter 2024 Financial Results and Provides Business Update
0 Aug 25, 2024

This is a Spin off that Howard Hughe

Article Comments Bill Ackman's Strategic Acquisition in Seaport Entertainment Group Inc
0 Aug 24, 2024

Well summarised - it’s been a long term well managed compounder and certainly should keep shining

Article Comments Applied Materials Faces Investor Skepticism Despite Strong Q3 Performance
0 Aug 17, 2024

Article Comments Applied Materials Faces Investor Skepticism Despite Strong Q3 Performance
0 Aug 17, 2024

Thanks for highlighting Himalaya Capital. As far as I can see, Li Lu did not increase his holding in EWBC in Q2 2024, as your article suggests. it has

Article Comments Li Lu's Strategic Embrace of Occidental Petroleum Corp in Q2 2024
1 Aug 16, 2024

CB, ULTA, HEI.A

Article Comments Contest: Guess Which Stocks Buffett Bought in the 2nd Quarter
4 Aug 14, 2024

DEO (Diego)ULTA (Ulta Beauty)CB (Chubb)

Article Comments Contest: Guess Which Stocks Buffett Bought in the 2nd Quarter
1 Aug 14, 2024

Y

Article Comments Record Results by Willis Lease Finance Corporation with Second Quarter Pre-tax Income of $57.9 million. Willis Declares First, Regular Quarterly Dividend of $0.25 Per Share.
0 Aug 12, 2024

Thanks for putting the stock back on my radar. I'll revisit the thesis now that the valuation has come down

Article Comments Align Technology Is Positioned to Soar
0 Aug 11, 2024

Apple has actually risen to $237 in the post-earning period and has fallen back to $213.

Article Comments Apple Defies Tech Sell-Off With Strong Earnings, AI Momentum
0 Aug 9, 2024

Citigroup ($C), Nu Holdings ($NU) and Mastercard ($MA)

Article Comments Contest: Guess Which Stocks Buffett Bought in the 2nd Quarter
0 Aug 8, 2024

Chubb, BYD and Chevron.

Article Comments Contest: Guess Which Stocks Buffett Bought in the 2nd Quarter
0 Aug 8, 2024

An excellent take Muslim.

Article Comments Evaluating TKO: Is Now the Time to Buy?
0 Aug 7, 2024

Article Comments Alphabet's Value Shines After Dip
0 Aug 7, 2024

I would think the company would face significant litigation risk from the outage. This could result in substantial damages or settlement costs. Is tha

Article Comments CrowdStrike Is Significantly Undervalued Following Operational Crisis
1 Aug 6, 2024

Thanks for the analysis!

Article Comments Alphabet's Value Shines After Dip
2 Aug 4, 2024