$1,000 follows their calls into $899
Nav Dhand@nav_dhand$NOW back above 100 after hours. Thanks to everyone who sold it to me at a discount. 😅
Nav Dhand@nav_dhandBought $PANW on 10 April at $154. The day everyone was selling cybersecurity because an AI model was going to make it all worthless. Up over 100% since. The scariest headline is usually the best entry.
Nav Dhand@nav_dhandA great breakdown of $PEP by @dividendology. Stagnant revenue, declining margins, and a dividend now eating all the free cash flow. A rising payout on a shrinking base is concerning. Worth reading the whole thread.
Dividendology@dividendology$PEP is trading very near a 5 year low, at $137. This gives them a starting yield of above 4%, which is the highest yield the company has seen in over a decade. I keep seeing people say that $PEP is a 'no brainer' at these prices, but looking under the hood just a little
Nav Dhand@nav_dhandMost companies slow down as they get bigger. Look at the right end of $PLTR's chart: the bars are getting steeper, not flatter.
Stockoscope@stockoscopeIs growth slowing as it gets bigger? Not at Palantir so far. $PLTR's revenue was $1.00B in the second quarter of 2025 and $1.94B a year later, up 94%. Its operating margin that quarter was 47%.
Nav Dhand@nav_dhandEveryone posts their winners. Here’s one of mine in the red. Added to $APP twice. It's now half its July high. Still holding. Fast growth, fat margins, exceptional ROIC. Rarely see this much green in a revenue flow chart. The price changed. The thesis hasn't.
