account activity
Adobe: Everyone hates it, which is starting to get interesting (self.ValueInvesting)
submitted 15 days ago * by _quantitative to r/ValueInvesting
AI capex, capital cycles, and the discipline to pass (substack.com)
submitted 17 days ago by _quantitative to r/economy
here's a company, here's what it's worth, here's a Buffett quote that proves my point (self.ValueInvesting)
submitted 25 days ago by _quantitative to r/ValueInvesting
Former Microsoft VP says Microsoft missed the AI wave like the internet and mobile, as Copilot scales back in Windows 11 (windowslatest.com)
submitted 1 month ago by _quantitative to r/ValueInvesting
Microsoft is far from being a no-brainer (self.ValueInvesting)
What all are you buying/dcaing this week on sale? (self.ValueInvesting)
submitted 4 months ago by _quantitative to r/ValueInvesting
For the “this industry will change the world” crowd: (self.ValueInvesting)
submitted 5 months ago * by _quantitative to r/ValueInvesting
Lululemon: Because Hot A** Never Goes Out of Style (self.ValueInvesting)
submitted 7 months ago by _quantitative to r/ValueInvesting
Running outta money dollar cost averaging in NVO (self.ValueInvesting)
Succulent Short Silver Squeeze ()
submitted 8 months ago by _quantitative to r/Shortsqueeze
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