WMT through the Graham and Buffett tests (data post)
Walmart Inc. (WMT) Running the standard screen: Graham's defensive tests first, Buffett's moat questions second. WHAT THEY DO Walmart Inc. VALUATION Trailing P/E 43.0x, forward 36.9x. PEG 4.22. Price/sales 1.3x, price…
RKLB: high beta, here's what the data shows
Rocket Lab Corporation (RKLB) Not a hold-forever profile. This is a momentum read, the data is below, and so is the risk. THE SETUP RKLB trades at $50.84. Performance: -25.0% over a month, -40.0% over six, -23.3% over…
SBUX drawdown DD: what the numbers would need to show
Starbucks Corporation (SBUX) Rule one of the drawdown checklist: only what's fallen. Rule two: only if the business isn't the reason. Let's see. THE SETUP SBUX trades at $97.52. Performance: +0.9% over a month, -1.3% o…
AMZN: the quality checklist, line by line
Amazon.com, Inc. (AMZN) Why does this name keep showing up on quality screens? This post is the answer, with numbers. WHAT THEY DO Amazon.com, Inc. THE SETUP AMZN trades at $250.00. Performance: -0.5% over a month, -0…
Who's selling ORCL: reading the Form 4s
Oracle Corporation (ORCL) Form 4s and PTRs are public, tedious, and the closest thing to a tell the market gives you. Here's the read. INSIDERS (FORM 4) 1 open-market buys worth $3.5M vs 3 sells worth $5.3M across 7 fi…
MCD passes the Graham test: a value DD
McDonald's Corporation (MCD) Running the standard screen: Graham's defensive tests first, Buffett's moat questions second. BALANCE SHEET Financial health 6.0/10 (fair). Weakest points: net debt vs cash flow, current ra…
SOFI DD: the numbers behind the momentum question
SoFi Technologies, Inc. (SOFI) Not a hold-forever profile. This is a momentum read, the data is below, and so is the risk. THE SETUP SOFI trades at $15.09. Performance: -10.4% over a month, -20.7% over six, -43.3% over…
PYPL drawdown DD: what the numbers would need to show
PayPal Holdings, Inc. (PYPL) It's red, so it's on the screen. Here's the drawdown checklist, applied to today's numbers. THE SETUP PYPL trades at $56.10. BALANCE SHEET Financial health 9.0/10 (strong). No red flags ag…
Re-underwriting GOOGL from the filings (DD)
Alphabet Inc. (GOOGL) Quarterly check-in on a quality name. Here is what the balance-sheet checklist looked at. THE SETUP GOOGL trades at $348.27. Performance: +0.9% over a month, +3.4% over six, +42.2% over a year. Si…
AAPL insider selling: routine or a tell? (DD)
Apple Inc. (AAPL) Form 4s and PTRs are public, tedious, and the closest thing to a tell the market gives you. Here's the read. INSIDERS (FORM 4) 0 open-market buys worth $0 vs 12 sells worth $89.4M across 5 filers. • C…
JPM DD: what Buffett would see here
JP Morgan Chase & Co. (JPM) Value DD. Boring on purpose. The exciting stocks are the ones that lose you money. BALANCE SHEET Financial health 7.0/10 (fair). Weakest points: earnings growth. ✗ Earnings growth: -2.6% (be…
TSLA DD: the numbers behind the momentum question
Tesla, Inc. (TSLA) Let's do the DD properly so nobody says this is just chasing green candles. THE SETUP TSLA trades at $378.75. Performance: +3.6% over a month, +7.5% over six, -13.1% over a year. Sits -22.7% from its…
UPS is -18.4% off its high: the drawdown data (DD)
United Parcel Service, Inc. (UPS) It's red, so it's on the screen. Here's the drawdown checklist, applied to today's numbers. THE SETUP UPS trades at $94.57. Performance: -5.4% over a month, -3.9% over six, +21.6% over…
META: the quality checklist, line by line
Meta Platforms, Inc. (META) Why does this name keep showing up on quality screens? This post is the answer, with numbers. THE SETUP META trades at $718.67. Performance: +11.6% over a month, +14.3% over six, +2.2% over…
Who's selling AMZN: reading the Form 4s
Amazon.com, Inc. (AMZN) What the filings say, straight from EDGAR and the House/Senate disclosure portals. INSIDERS (FORM 4) 0 open-market buys worth $0 vs 13 sells worth $11.1M across 4 filers. • Jassy Andrew R (Presi…