No! Dividends and Buybacks aren't equivalent!
Why do corporate executives and most investors get this so wrong?
Link to 4 minute read (which could change your perspective forever):
open.substack.com/pub/rockandt...
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Looking for a solid GARP investment.
This one is hard to beat.
Ashtead Technology ($AT)
open.substack.com/pub/rockandt...
Should $LSEG Move Its Listing To New York?
The ultimate market irony
Is it undervalued in London?
open.substack.com/pub/rockandt...
The Taming of the Black Swan
Stock market Black Swans, once unpredictable and dangerous, have become far less of a concern.
Or have they?
open.substack.com/pub/rockandt...
$SPY $QQQ #investing $BRKA $GOOG $AMZN $META $MSFT $NVDA $AAPL $TSLA
The Dangerous Game Investors Are Playing
Many magnificent-7 mega gap stocks ($META, $GOOG, $MSFT, $NVDA) may have overstated free cash flow and operating income. That means EPS is also overstated. It means they may be vastly over valued.
Full hour long video: open.substack.com/pub/rockandt...
Schumpeter's Creative Destruction in Software
Is AI eating the world?
Or has the AI panic has opened up some interesting investment opportunities at bargain prices?
$CSU $TOI $ADYEN $SPY $QQQ
open.substack.com/pub/rockandt...
Reece Duca, the investor few have heard of, who turned $2,000 into billions.
This short 10 minute read will tell you all that you need to know.
open.substack.com/pub/rockandt...
Ever heard of search funds?
Interested in an asset class that has generated 35% annual returns over multiple decades through economic cycles?
You really need to listen to this podcast on Kingsway Financial Services.
link to a full interview: rockandturner.substack.com/p/kingsway-f... $KFS
#CoreWeave, #Oracle, #Google... #Invest in #AI, but where?
Do you really understand the AI landscape and the opportunities it presents for investors?
open.substack.com/pub/rockandt...
Judges Scientific | UK Programmatic Acquirer | Compounding Machine
open.substack.com/pub/rockandt... #jdg.l #judges_scientific
Au Dragon Forgé, now ADF Group Inc
Deep dive investment analysis
open.substack.com/pub/rockandt... #DRX.T #DRX #ADFGroup
The Intelligent Investor's Bookshelf open.substack.com/pub/rockandt... #spy #qqq #investing