Aussie investor. Boring strategy, expensive taste in tech stocks, told myself I'd diversify last year. In it for the compounding.
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Netflix’s Business Quality Is Clear. The Harder Question Is Whether The Stock Is Still Cheap
Netflix now looks less like a risky streaming bet and more like a steady business that throws off real cash, but the share price may already reflect much of that improvement. The big question is whether newer money-makers like ads and price increases truly add to profits, or just make for a good story without much extra payoff.Read more
Energy Compounds, Robotaxi Arrives Late, And The Discount Rate Does The Damage
Tesla’s sales hold up, but profits and cash generation weaken as it pours money into new bets like self-driving rides, humanoid robots, and factory buildouts. The big question is whether its energy business can ramp fast enough to carry results while those projects mature—or whether delays and lingering low profits keep the stock’s expectations out of reach.Read more
Pigeon Capital: A Sector Note on Avian-Adjacent Alpha
A real company called Pigeon Corp sells baby bottles and wipes, but the unusual idea here is that its stock moves on random “good luck” events tied to city pigeons. If that sounds ridiculous, the case argues that ignoring it could be exactly why the market misses what happens next.Read more
Overseas Salon Expansion And Premium Hair Care Will Sustain Fair Long Term Prospects
Milbon is trying to grow beyond Japan by pushing into Western salons and selling more premium products people can take home, but higher costs and tough competition could keep profits stuck. If overseas momentum or the company’s higher-end hair color lines catch on faster than expected, this slow-growth outlook could be wrong.Read more
