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Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
From Batteries to Brains: How BYD Decoupled from the Pump and Left Tesla in the Rearview
For years, the market viewed BYD as the "budget" alternative to Tesla—a battery company that happened to make cars. In 2026, that narrative has flipped.Read more
Springer REE deposit valuation
I have been reviewing Volta Metals ’ recently updated Springer REE deposit mineral resource estimate (https://www.voltametals.ca/s/VLTA-NR-2026-02-23.pdf) and wanted to contextualize its scale on an in-situ value basis relative to more conventional precious and base metal deposits. In the independent Springer resource estimate conducted by SLR Consulting, a net metal revenue (“NMR”) of C$159/t is applied to the 56.6 Mt of indicated resources and C$128/t to the 119.5 Mt of inferred resources, implying a combined in-situ value of approximately C$24.3 billion.Read more
Can upcoming single player releases plug the MMO revenue hole?
Catalysts The primary driver is the shift from a major development cycle to a release cycle for the recent Crimson Desert release, albeit one with a slow-burn rebound trajectory similar to Cyberpunk 2077. This is boosted by a following release within ~3 years of DokeV (another AAA/AA title with big potential) Crimson Desert Launch: Currently at relatively high steam user count (218,633 concurrent) and review level, but hasn't met the expectations - e.g. millions of copies vs 1000,000's of thousands.Read more
Par Pacific Holdings, Inc. (PARR): The Regional Energy Arbiter – Capturing the Island & Rockies Premium
Par Pacific Holdings, Inc. (PARR): The Regional Energy Arbiter – Capturing the Island & Rockies Premium Par Pacific Holdings, Inc.Read more
A Wonderful Business at a Not-So-Wonderful Price
There's an old investing adage I keep coming back to: it's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. Intuit is, by nearly every measure, a wonderful company.Read more
Constellation Energy Corp. (CEG): The Nuclear AI Titan – Electrifying the Intelligence Age
Constellation Energy Corp. (CEG) is currently the definitive "Pure-Play" on the intersection of carbon-free baseload power and the artificial intelligence revolution.Read more
The Grocery Store That Shrank Its Way to Prosperity
In 2020, Jack Sinclair did something that most retail executives would consider career suicide. He took a chain of 30,000 square-foot grocery stores and decided to make them smaller.Read more
(Almost) The Only Game in Town
Main Assertion TSMC is undervalued. That might be insane for the a top 10 largest company in world by market cap, but a basic considering of the facts and status within the broader economy makes this self-evident: TSMC is NOT merely a cyclical semiconductor manufacturer; it is critical infrastructure for the global digital economy.Read more
I bought for undervalue and dividend yield
Metric Value Initially Reported ₱0.01191 Corrected Dividend ₱0.1191 Dividend Type,Cash Dividend Yield (at ₱3.46) ~3.44% (Current single payout) Total Annual Yield ~8.3% to 11.8% (Based on TTM)* SHNG 2025 Valuation Data Table balanced revenue stream of "one-time" sales and "recurring" lease income:Metric 2025 Data 2024 Data YoY Change P/E Ratio 2.3x – 3.1x 3.1x Historical Lows Book Value ₱11.01 ₱10.75 +2.42% 9M EPS ₱0.53 ₱0.89 -40.45% Full Year EPS ₱1.61 ₱1.96 -17.86% 4Q EPS ₱1.08 ₱1.07 +0.93% Shang Properties, Inc. (SHNG) is a premier luxury real estate developer in the Philippines.Read more
