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ASTS - Suckers at The Table
Of Memes and Men
Jan 9
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Valuations
20
12
1
NIKE Q2 FY26 – Middle Innings
You can find my first Nike write up here. Last night, Nike reported Q2 FY26 earnings.
Dec 19, 2025
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Valuations
4
4
Jack in the Box (JACK) Post-Mortem
A Lesson in Broken Models
Dec 15, 2025
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Valuations
13
4
Nike - We're On Offense
61% upside in NKE
Nov 19, 2025
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Valuations
10
3
Booz Allen Hamilton - Uncivilized
Booz Allen Hamilton’s stock has been crushed. Down 32% year-to-date and 55% from all-time highs as a result of the most dramatic federal government…
Nov 6, 2025
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Valuations
20
3
Valuations
Disciplined value investing. A systematic approach to finding high-quality companies, valuing the equity and acquiring shares at a discount.
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