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Value Investing
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Value Investing
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22 February 2022
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bullish
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The Walt Disney Co
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09 Feb 2024 06:41
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Syndicated
Disney Q1 Earnings: Finally Ready to Take Share from Netflix
Imagine a racetrack with 10 horses. The first two horses (NFLX and DIS) are peeling away from everyone else; with NFLX still having a sizeable lead...
Value Investing
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bullish
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Thematic (Sector/Industry)
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15 Jan 2024 10:09
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Syndicated
Value Investing Substack Portfolio Review | Annual Letter 2023
Around this time last year , I did a portfolio performance review based on all the stocks I had written about in 2022. This article is a repeat of...
Value Investing
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bullish
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Sea
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28 Aug 2023 06:49
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Syndicated
SEA Ltd: The Prodigal Son (2Q deep-dive)
Forrest Li: "Look How They Massacred My Boy" When CEO Forrest Li announced SEA Ltd’s Q2 results in mid-August, he was probably expecting a pat on...
Value Investing
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bullish
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Meta Platforms (Facebook)
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05 Nov 2022 08:18
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Syndicated
META: Connecting People
FY22 has not been a good year for Meta. The past year saw it getting pummeled by one tragedy after another: 1st, the Tech bubble bursting in Oct 2022
Value Investing
313 Views
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bullish
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Thematic (Sector/Industry)
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09 Oct 2022 22:02
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Syndicated
Is the P/B Ratio Still Relevant in the Modern Day?
For many old economy stocks (like those found in the Financial and Manufacturing sectors), a company’s book value still remains a useful proxy for...
Value Investing
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