Diversified Financials U.S. Community

Earnings Show Exceptional Profitability Interactive Brokers (NASDAQ: IBKR) reported another standout quarter, reinforcing its position as one of the most operationally efficient brokerages in global finance. For Q3 2025, the company posted GAAP net revenues of $1.655 billion, up from $1.365 billion in the same quarter last year.Read more

Corpay: A FinTech Powerhouse at a Bargain Price Corpay is a global leader in specialized B2B payment solutions. The company is rapidly evolving into a FinTech powerhouse, with its Corporate Payments division driving significant growth.Read more

Recent Mr. Cooper and Redfin acquisitions prop up the company to become a mortgage conglomerate. Users will be able to one-stop-shop for homes and mortgages through the Redfin or Rocket Mortgage apps.Read more

At the core of Visa's strength is its vast and resilient global payments network. This network connects millions of merchants with thousands of financial institutions and their cardholders, creating a powerful moat that deters competition.Read more

Summary Block, Inc. is trading at ~16-17x earnings, well below its 12-month average of ~30x.Read more

PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.Read more

At first glance this one is scary: there are significant and persistent dilution risks and a short cash runway. Both outlined below.Read more

Metrics Used in Calculation For CBOE Global Markets, I employed two-stage models for both DCF and DDM analysis given the company's established market position with potential for different growth phases: 1. Two-Stage Discounted Cash Flow (DCF) Model Phase 1 (Years 1-10) : 8% free cash flow growth reflecting CBOE's strong market position and expanding derivatives business Phase 2 (Perpetual) : 3% growth rate aligned with long-term economic growth expectations Projects free cash flows over 10 years plus terminal value using perpetual growth model 2.Read more

The investment seeks to track the investment results of the Dow Jones U.S. Select Aerospace & Defense Index composed of U.S. equities in the aerospace and defense sector. The index measures the performance of the aerospace and defense sector of the U.S. equity market, as defined by SPDJI.Read more