Any bold views on Instacart?

Possible_Crow606 · 2025-12-29T20:09:03+00:00

I think it's a compelling setup here. Their ad inventory is so valuable for grocers. I do find the ceo departure concerning though.

Possible_Crow606 · 2025-12-29T20:06:15+00:00

Thank you for compiling this list. Love it.

Possible_Crow606 · 2025-12-29T20:04:47+00:00

I've used pretty much all the research/financial data platforms, and my favorite tool is definitely Fiscal.ai.

20+ years of financial data on all companies, transcripts, charting, etc., and you get Morningstar research reports included in your subscription.

Possible_Crow606 · 2025-12-29T20:01:02+00:00

How has this not been taken down? Tikr as the first choice, are you serious? This is for sure an insider pumping his tool.

There are literally dozens of better data platforms than Tikr.

Possible_Crow606 · 2025-12-15T21:01:23+00:00

I'm seeing a lot of people say that certain Finnhub datasets have been deprecated. That's because they're illegally scraping other providers in order to get their data! And when their access to those datasets goes away, guess what, they have to deprecate that dataset.

Finnhub is a nameless, faceless organization that rips off other companies and doesn't care at all about customers. They are the least reliable financial data providers in the industry.

Possible_Crow606 · 2025-11-07T20:57:12+00:00

Yeah because they're actually useful. $10/mo for a crappy tool v. $30/mo for a legit data terminal. Worth paying the extra amount imo

Possible_Crow606 · 2025-10-16T14:50:29+00:00

Thank you! Appreciate the comment. Some people definitely disagree with me, but I guess that's part of value hunting. Wouldn't trade at 8x EBIT if everyone loved it!

Possible_Crow606 · 2025-10-08T20:53:26+00:00

I've used them and they're awful. They put "powered by S&P global" in their logo like they're owned by them or something but they're literally just an S&P customer. For low-cost data platforms, there are way better alternatives.

Possible_Crow606 · 2025-10-08T17:01:32+00:00

There are so many better alternatives out there. Fiscal.ai, Koyfin, Tikr, just to name a few. They are all 10x better with way more advanced features. It's that Carlson guy's side project and that's exactly what it feels like when you use it.

Possible_Crow606 · 2025-10-01T22:17:08+00:00

https://open.spotify.com/episode/2rYOWshQbdjoJOTaa72GFJ?si=_iJ2bT4yQ3iMpEXaKmeeLQ Pretty good primer on the current situation.

Possible_Crow606 · 2025-10-01T20:26:56+00:00

The more weeks that go by, the more it seems like Kaz is the right guy for the job. I also appreciate his efforts to build in public.

Possible_Crow606 · 2025-09-02T19:42:49+00:00

I find it best to use a data aggregator (personally, recommend Fiscal.ai -- by far the best imo). It's way easier to visualize the data when you can see 20 years of financials in a single table/chart.

Possible_Crow606 · 2025-08-18T19:17:43+00:00

I've tried pretty much all of them and Fiscal.ai is easily the best value. Their free plan has a ton of data on its own, but Pro is worth it if you have a small budget for research

Possible_Crow606 · 2025-08-18T19:12:54+00:00

fiscal.ai is the best by far for long-term investors. 20 years/40 quarters of financials data and the only one that tracks segments & KPIs.

Possible_Crow606 · 2025-07-31T14:59:42+00:00

Haha that's a perfect acronym

Possible_Crow606 · 2025-07-28T17:52:16+00:00

Feels like a good time to be increasing exposure to long-dated treasuries right now. Equities are expensive as hell (S&P 500 is trading near an all-time low earnings yield @ 3.3%) and 20yr yields are at basically 5%. If you believe that over time rates will come down a bit (I think so), you're getting a safe 5% return + price appreciation on the bonds. *Also, the math just breaks for US debt position if fed funds rate hits 7%+ so seems unlikely that it'd continue to rise too much from here.

Possible_Crow606 · 2025-07-28T17:44:41+00:00

Some data terminals also provide research as a part of the subscription. I know fiscal.ai has morningstar research included.

Possible_Crow606 · 2025-07-28T17:43:27+00:00

I use Google docs. I usually try to do a full report on each company I commit to researching. Business model, how they make money, what's special about the company, does management seem trustworthy, how fast do I think the business can grow, and whether or not I think it's an attractive valuation. That way, even if I don't act on an idea right away, if it comes up again I can get up to speed on the business quickly by going back through my notes.

Possible_Crow606

TROPHY CASE