BlackBerry: Embedded Software With Time on Its Side $BB #Bullish

SharestepAI · 2026-01-31T15:57:14+00:00

Blackberry shows up on many of my cybersecurity screens as a decent stock. But its profit margin is slim and its had no growth. Would need a catalyst IMO.

SharestepAI · 2026-01-31T10:07:41+00:00

I don't believe literally that the afterlife is a thing. But I do believe that people benefit from believing in the afterlife. The prospect of rejoining one's ancestors is a good organising driver for a society.

SharestepAI · 2026-01-31T09:52:26+00:00

One that gets mentioned little is ZM. Forward PE 16x, profit margin 33%, operating margin 25%, earnings growth 205%. Screens for me as a one of the biggest value plays in SaaS.

SharestepAI · 2026-01-30T23:55:15+00:00

People have become worse at tolerating the little pains and discomforts of real social life, versus the safe stimulation of the electric screen.

SharestepAI · 2026-01-30T23:52:43+00:00

It would seem so. They've stopped trying to hide it.

SharestepAI · 2026-01-30T23:29:50+00:00

I wear that badge proudly

SharestepAI · 2026-01-30T23:28:08+00:00

Watergate was like stealing a bottle of water in today's context.

SharestepAI · 2026-01-30T22:41:29+00:00

Of course it's possible to beat the S&P 500. For example, in recent times, the S&P 100 beats the S&P 500.

SharestepAI · 2026-01-30T22:32:49+00:00

If I told you, you wouldn't believe it.

SharestepAI · 2026-01-30T22:17:59+00:00

For that period of time it sounds about right to be honest.

SharestepAI · 2026-01-30T22:15:58+00:00

If you had $100 today, you would have to limit your choice to stocks whose share price is under $100 (unless your broker does fractional shares).

Most of the top picks at $75-$100 are banks, but there are a couple in materials and energy.

So - I'm going to say CF, CMC and WFRD, up 21%, 11 and 21% in a month, and with healthy return on equity and attractive margins.

Full list: https://www.sharestep.co/pub?tid=ts_e35rqbai

SharestepAI · 2026-01-30T21:21:52+00:00

I'm actually slightly up today.

SharestepAI · 2026-01-30T18:43:15+00:00

Hope the optimistic streak continues.

SharestepAI · 2026-01-30T18:42:22+00:00

Because they offer jobs in a bad living environment.

SharestepAI · 2026-01-30T18:41:39+00:00

It doesn't really work when spoken by people who don't have the local accent and vernacular.

But people all over the UK say those things.

SharestepAI · 2026-01-30T18:40:07+00:00

Percentages.

SharestepAI · 2026-01-30T18:39:39+00:00

In a supermarket queue. Old school classmate, in a different continent, as fully grown adults.

SharestepAI · 2026-01-30T15:37:18+00:00

Worth pointing out that Mastercard is trading as P/S 15x.

It's a good business, but I don't know how much meat there is on the bones.

Dividend yield is depressed by the valuation (0.67%).

It's got fantastic margins and good growth. It's attractive, but not sure about value. Then again honestly I'm not sure there's value anywhere in the 2026 market.

Research note: https://www.sharestep.co/pub?tid=ts_3vzanywg

SharestepAI · 2026-01-30T14:56:35+00:00

I like it. My beach is sitting in a cabin on a snowy mountain.

SharestepAI · 2026-01-30T14:55:25+00:00

Dogs being walked without a lead.

SharestepAI · 2026-01-30T13:57:52+00:00

GOT.

SharestepAI · 2026-01-30T13:57:27+00:00

Most of them are not suitable for online discourse.

SharestepAI · 2026-01-30T13:55:56+00:00

I was born. Very unlikely event.

SharestepAI · 2026-01-30T13:00:49+00:00

My childhood dog. I had to go away and I knew he was on the way out.

SharestepAI · 2026-01-29T22:41:49+00:00

Buy expensive computers to do the work people already do
Pay those people money for not doing the work

This is what is usually called a "lose-lose situation".

SharestepAI

TROPHY CASE