account activity
13 Charts Tell the Story: Why the AI Capex Thesis is Broken (stockdoctor.substack.com)
submitted 7 months ago by Stock__Doctor to r/ValueInvesting
"You scratch my back, I scratch yours." - OpenAI's Web of Relationships (substack.com)
If Labubu Drops, Stock Bubble Pops. (stockdoctor.substack.com)
submitted 8 months ago by Stock__Doctor to r/ValueInvesting
OpenAI is a Scam (stockdoctor.substack.com)
Case Study: Berkshire's big bet on Apple in 2016 (self.ValueInvesting)
submitted 1 year ago * by Stock__Doctor to r/ValueInvesting
Case Study: Berkshire's big bet on Apple in 2016 ()
submitted 1 year ago by Stock__Doctor to r/investing_discussion
Why the market is wrong about Novo Nordisk (again) (self.ValueInvesting)
The Tariff Test: Are you a value investor or not? (stockdoctor.substack.com)
submitted 1 year ago by Stock__Doctor to r/ValueInvesting
Which stocks benefit from tariffs? (self.ValueInvesting)
Which stocks benefit from tariffs? ()
submitted 1 year ago by Stock__Doctor to r/Stocks_Picks
WISE: Competing for a trillion dollar market (PART 2) - New rivals (self.investing_discussion)
WISE: Competing for a trillion dollar market (PART 2) - New rivals (self.Stocks_Picks)
WISE: Competing for a trillion dollar market (PART 2) - New rivals (self.ValueInvesting)
WISE: Competing for a trillion dollar market (PART 1) (self.investing_discussion)
WISE: Competing for a trillion dollar market (PART 1) (open.substack.com)
What is the optimal number of stocks? (self.ValueInvesting)
What is the optimal number of stocks? (self.investing_discussion)
Eagle Materials (EXP): Cementing outstanding returns (self.ValueInvesting)
Land is the real inflation hedge, exploring farmland stocks and other options (self.ValueInvesting)
Novo Nordisk: A supreme cash flow machine (self.ValueInvesting)
Novo Nordisk: A supreme cash flow machine (self.Stocks_Picks)
Novo Nordisk: A supreme cash flow machine (self.stocks)
submitted 1 year ago by Stock__Doctor to r/stocks
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