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The Cheapest Toll Road in the AI Economy?
A hated infrastructure stock, a collapsing capex cycle, and a path to 5x returns over 5ys
 • Value Investigator
NVIDIA: The AI Factory Is Still Undervalued
Blackwell is scaling, Vera Rubin attacks the ASIC threat, China is a free option, and the market may still be anchoring on the wrong ceiling.
 • Value Investigator
SK Hynix: Still Cheap After a 9x Move?
I have first written about SK Hynix in my seminal April 2025 writeup on “Investing in the Age of AI.”
 • Value Investigator
WeightWatchers: 2026 Q1 Earnings Update
$WW
 • Value Investigator
Bumble Q1: A Hated Stock, a Product Rebuild, and a 30% Owner Earnings Yield
The quality reset is mostly behind them. The next test is whether Whitney Wolfe Herd can turn a marketed product back into a great product.
 • Value Investigator
Booking Holdings: A 15% EPS Compounder at 17x Earnings
A capital-light travel platform with a long growth runway, expanding margins, and relentless buybacks, trading at a surprisingly modest valuation.
 • Value Investigator
Performance & Portfolio Update: Q1 2026
My 10 Positions going into Q2, With a Closer Look at My Highest-Conviction Ideas WeightWatchers, Bumble, and Oscar Health
 • Value Investigator
Modern Value Investing
Great companies with long growth runways trading at reasonable prices
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