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sjt-at-revelata

Undervalued beverage opportunities not named Pepsi?

Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today

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Just an observation: SNAP is doing AR like Meta wanted to...

Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today

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Sam Adams makes an insane amount of money for such a terrible beer.

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Is there a business model to like in TV/entertainment?

Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today

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Puts on $SHAK

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Value opportunities in restaurants -- do they even exist?

Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today

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WSJ: Slow shopping is the retail play. Sounds doomed.

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Who does well in a consumer spending apocalypse?

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Why are we always talking about UNH, MTCH, CROX, GOOG?

Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today

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$DG to the moon

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Trying to put together the contrarian case for Dollar General...

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CAT showing a spike in customers backing out of existing orders

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Phase change in GOOG R&D v. Sales headcount data -- totally different business than five years ago

Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today

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Second order signals that NVDA growth is leveling off

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Second order signals that NVDA growth is starting to level off

Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today

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Second order signals that NVDA growth is starting to level off...

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Not value investing, but interesting -- WSJ: luxury brands getting killed because they raised prices too much

Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today

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Thinking through earnings call prep for Costco -- will have good indicators of overall economy on the ground

Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today

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Home Depot quarterlies. Meh, I think they're screwed.

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Bad UNH headlines... buying the dip is out.

Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today

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Home Depot: Tariffs aside, it kind of stinks

Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today

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Match.com gets a bad rap.

Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today

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United Health dip dip

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Is United Health a good business aside from medicare advantage?

Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today

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Opinions on BankUnited (BKU)?

Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today