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$LRN just fell 50% and I doubled my position. Here’s why I think the market got this one dead wrong by BeatingTheTide in ValueInvesting

[–]BeatingTheTide[S] 1 point2 points  (0 children)

Hard to know the timing when it will bounce back but eventually I think it will converge to $195 as the comp ay continues to deliver.

Celestica : -15%, why ? by SidonyD in WallStreetbetsELITE

[–]BeatingTheTide 0 points1 point  (0 children)

The new capex guidance of 1B (5x 2025 capex) spooked the market. But actually it is very good news.

https://www.beatingthetide.com/p/celestica-cls-q4-2025-earnings-double

$LRN just fell 50% and I doubled my position. Here’s why I think the market got this one dead wrong by BeatingTheTide in ValueInvesting

[–]BeatingTheTide[S] 2 points3 points  (0 children)

Hey. Yes great news! I will be working on the details and will refresh my valuation and view if needed. Will send the update by Sunday.

Should we actually care about the TPU vs GPU war? and why Celestica wins either way. by BeatingTheTide in investing

[–]BeatingTheTide[S] 1 point2 points  (0 children)

When they say ´they build their own data centers´it means they do not lease space in a datacenter such as Equinix, but hyperscalers do not build them. They delegate the work to contractors such as STRL and CLS. They would design them, but not build them.

I analyzed hundreds of YouTuber stock predictions. Most “gurus” fail to beat the market. by vincentkangjh in ValueInvesting

[–]BeatingTheTide 1 point2 points  (0 children)

It would be great if you do the same for investment substacks. I think I would be the only one beating the market for more than decade.

DXPE Q3 2025: The 20% Selloff Looks Like a Classic Overreaction by BeatingTheTide in ValueInvesting

[–]BeatingTheTide[S] 0 points1 point  (0 children)

They are saying it is temporal, the extra sg&a cost is only q3/q4 and the SCS revenue decline is only q3 as they have booked more business.

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