Subscribe
Sign in
Home
Chat
Archive
Leaderboard
About
Latest
Top
Discussions
Rocket The Rates Down Call Option
Capacity, human inertia, two acquisitions, gain on sale and the future of RKT
Dec 17
•
Victaurs
120
4
ADBE Isn't The Walking Dead
Analyzing the disconnect between ADBE's fundamentals, it's current "terminal" valuation, why it won't be an AI zero, and the risk/reward trade-off for…
Dec 11
•
Victaurs
101
5
2
The GPN Trap
Trading at 6x earnings, GPN appears cheap, but structural shifts loom. Explore how the $24B Worldpay merger and legacy tech stack are transitioning the…
Dec 4
•
Victaurs
101
1
November 2025
The 16x FCF Mirage: Should You Buy Uber?
Deeper analysis into Free Cash Flow and Uber's growth premium. Quantifying the AV and cyclical risk by modeling five future outcomes. And showing you…
Nov 25
•
Victaurs
100
4
Should The FDIC Cover $20 Million Deposits? The Real Debate Isn't What You Think.
The debate to raise the FDIC insurance limit is polarizing. I break down the arguments from small banks on premium costs, the moral hazard risk, and why…
Nov 20
•
Victaurs
60
1
Robinhood (HOOD) Stock Analysis: Cyclical King or Overpriced Call Option?
A 2025 deep dive into Robinhood’s fundamentals, growth bets, and whether this stock still deserves a spot in your portfolio at more than 20x revenue.
Nov 18
•
Victaurs
110
How To Not Lose Money Chasing After The Next Hot IPO
Learn how to avoid becoming exit liquidity by spotting frothy IPO signals, weak math, and inflated stories before buying.
Nov 11
•
Victaurs
21
3
Around the Horn on Fins: What’s Working Now
A technical walkthrough of global banks, fintech, payments, private credit, crypto, and the setups driving what works and what lags.
Nov 5
•
Victaurs
22
2
3
Public Bank Screen: November TBVPS & Valuations Largest Public Banks
People love to make bank investing sound complicated.
Nov 4
•
Victaurs
14
1
October 2025
Bank Activism Has Limits Despite What CNBC Wants You to Think
What they're getting right, what you need to know, and who could be next
Oct 30
•
Victaurs
18
Transocean (RIG) From Fish Oil to Deepwater: Not a Texas Hedge For Higher Rates
I once lost a small fortune betting on a fish oil patent and a federal judge’s opinion.
Oct 28
•
Victaurs
20
1
Flagstar (FLG): Still Somewhere Between A Dumpster Fire & A Discarded Gem
I still like betting on the ugly ones.
Oct 24
•
Victaurs
21
1
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
