Reddit Posts
Tesla's expected automotive gross profit margin for the upcoming earnings
Did Warren Buffett make a mistake? BUY DHI PUTS.
$HCNWF Making a huge move on NEWS in Pennystocks today!
EV News!!! $HCNWF - Hypercharge Announces Eevion Integrated Charging with Launch Partners ParkCo and Precise ParkLink
High Valuations? Exploring P/B Ratios in the Cannabis Sector
Beyond the Smoke: Unraveling Price-to-Book Ratios of Cannabis Stocks
What's the difference between these two stocks for the same company
What’s your stock market investing strategies?
Beginning “investor” with a few questions about analyzing companies
Where can I find the website that some user recently developed to screen companies financials?
why are insiders selling and not buying Cramer? 🤔
Looking into the gold mining industry (Could use some insight)
Large amount of insider selling in Jabil ($JBL) recently, possibly overvalue based on their PB ratio compared to industry
We got any thoughts on Emergent Biosolutions (EBS)?
Latest from Nomura/McElligott on Flows -> Macro/Micro, Broad exposures, CTAs, Vol & Skew
Nomura/McElligott Cross Asset Vol Note - From Macro to Micro, Inconvenient Truths Ahead (CTA, Vol/Skew) Jan13th
US Critical Metals and Rare Earth Independance? 20X valuation by 2030? $NIOBF
BlockQuarry Announces $5 Million in Debt Cancellation, Reduces Overall Liabilities by 30%
$PG and why it is the most overvalued stock in the market right now
$PG and why it's the most overvalued company right now
EV Charging Infrastructure: HC.n secures another contract⚡🤝
Why Buffet just bought 60m Shares of TSMC, and should you?
Buffet trades positions - BYD for TSMC. Is it really at a buying point?
What did Buffett see in TSMC with US$4.1 bln stock purchase? - DigiTimes Asia
Powerball is at 1.20 Billion, looked it up and there are "only" 75 million number combinations, PB Tix cost 2$ so for 150 Million you can lock in a win. Taxes takes half so 510 Million payout - 150 million = 360m profit, if 2 winners each get 255m - 150m = 105m Profit, 3 winners (unlikely) 170m -5m
PSHG Performance shipping is undervalued
AAPL, AMZN, TSLA bubble is not good for the market. they need to decline more, and they are multi-trillion in market cap
Ticker Symbol - KNX - Knight-Swift Transportation Holdings. PB Radio of 1.1, and consistent YoY growth. What are your thoughts?
Ticker Symbol - KNX - Knight-Swift Transportation Holdings. PB Radio of 1.1, and consistent YoY growth. Looks like a DEAL! Check It Out !
Bulls: RECESSION OVER, 0.75 PB HIKE IS BULLISH, BERS R FUK China at market open:
Bulls: RECESSION OVER, 0.75 PB HIKE IS BULLISH, BERS R FUK China at market open:
HITI Earnings and Short Analysis Below
Deutsche Bank closing accounts with DTCC - more info and follow up
Deutsche Bank London Prime Brokerage to close and terminate DTCC Membership Friday after-hours.
Stock picks for Income generation and boosted returns in 2022
HKEx Offers More Opportunities for US-listed Chinese Stocks to Return to HK
Inflation. I can’t even afford PB&J anymore. But it’s transitory.
Strong results VS Fed rate hike, where does Asmac go from here?
Titan, Asian Paints among stocks to hit 52-week high, Paytm, Policybazaar hit fresh lows
$PL Planet Labs PBC trading at a triple bottom
AdecoAgro - DD into a Value Stock that will 3x over 2022.
AT&T vs Verizon vs T-Mobile: Are they worth the investment?
[Company Analysis] AT&T vs Verizon vs T-Mobile: Are they worth the investment?
AT&T vs Verizon vs T-Mobile: Are they worth the investment?
AT&T vs Verizon vs T-Mobile: Are they worth the investment?
Mitigating Trader Anxiety: How to Trade Like Your Wife's Boyfriend (A Serious Read for Serious Retail Traders)
Understanding and Attacking Trader Anxiety: AKA How to Trade Like Your Wife's Boyfriend (A Long Read for Serious Retail Traders)
Understanding and Attacking Trader Anxiety: AKA How to Trade Like Your Wife's Boyfriend (A long Read for Serious Retail Traders)
Understanding and Attacking Trader Anxiety: AKA How to Trade Like Your Wife's Boyfriend (A Long Read for Serious Retail Traders)
Understanding and Attacking Trader Anxiety: AKA How to Trade Like Your Wife's Boyfriend (A Long Read for Serious Retail Traders)
Understanding and Attacking Trader Anxiety: (A Long Read For Serious Traders who Have Issues with Trader Anxiety)
$PHAS - REVERSE-IT phase 3 interim results reporting next weekend
$GTE.CA Gran Tierra Energy (Screener Analysis) Catalyst incoming
$GTE.CA Gran Tierra Energy (Screener Summary) Catalyst incoming
$UIHC – United insurance Holding Corp – an undervalued stable company?
$UIHC - United Insurance Holding Corp a fundamentally undervalued company
$IWM is by far the weakest link in this market. Daily total flows were a sea of red today, completely put driven. Trade Tape, GEX, Flow/Risk Rang Alerts and some charts with commentary.
Five growth stocks that nobody talks about: APPS, ACMR, ONTO, FOUR, SHLS
Five growth stocks that nobody talks about: APPS, ACMR, ONTO, FOUR, SHLS
GNW Genworth Financial. Fundmental DD
Mentions
[T Mobile is a partner](https://www.t-mobile.com/coverage/satellite-phone-service?gclsrc=aw.ds&&cmpid=MGPO_PB_P_25SATDLCH_1733093272988_179499437172_776370166686&gad_source=1&gad_campaignid=16905361613&gbraid=0AAAAAD79WuXHJPw44Qd0iiJ3mRHAcj6l3&gclid=CjwKCAiAvaLLBhBFEiwAYCNTfyDEIFNrQAOrnLOYc-myzYuupRNzlLxmp_UMTiW49Rif-zw_TTU17RoC17kQAvD_BwE). 🍞🍞🍞🍞🍞
Name: CyanConnode Holdings plc Ticker: CYAN (London Stock Exchange ‑ AIM) ISIN: GB00BF93WP34 Sektor: Technologie / Kommunikationsausrüstung UK Workers: ca. 115 🔹 Market Cap: ~£24,11 Mio. (~24 Millionen GBP)  🔹 Enterprise Value (EV): ~£42,06 Mio. PS‑Ratio: ca. 1,51  PB‑Ratio: ca. 2,10  • triple Orderbook (~£180 Mio.) • Deal with India Government Smart Meter (~£70mio) Stocks ca 352 mio Free Float 63% Big investors Axia Investments Ltd. And Premier Fund Managers Mesh networks are not just a technology of the future—they have the potential to transform critical infrastructure in energy, communication, and transportation. Startups like Cyanconnode are strategically well-positioned because they have already implemented mesh networks in smart grids, providing a stable market and growth opportunities in the long term. Future Potential & Market Opportunities a) IoT & Smart Homes / Smart Cities • Every device can function as a node (lights, sensors, thermostats, cameras). • Advantage: Lower infrastructure costs and stable, self-healing networks. • Market potential: Billions of connected devices by 2030. b) Smart Grids / Energy Supply • Cyanconnode, for example, uses mesh networks for smart meters → real-time load management and energy optimization. • Advantages: Reduces power outages and enables distributed energy resources (DERs) such as solar and battery storage. • Long-term potential: Critical infrastructure, especially in emerging markets. c) 5G & 6G Networks • Mesh networks can serve as a backbone for ultra-dense networks. • Advantages: Higher bandwidth, lower latency, improved resilience. d) Autonomous Vehicles & Robotics • Vehicles and drones can use mesh networks to communicate directly with each other (V2V – Vehicle-to-Vehicle). • Advantage: Real-time collaboration without a central infrastructure. e) Emergency & Crisis Communication • Mesh enables networks that remain operational even if infrastructure fails. • Example: Natural disasters or military operations. Strategic Opportunities: • Scaling in regions with insufficient infrastructure (India, Africa, Southeast Asia) • Partnerships with energy providers → smart grid projects • Integration of AI/ML → predictive maintenance, consumption forecasts, and network load optimization
yall can thank guru PB trades for introducing FVGs to peter tuchman
#SPY has been underperforming rest of world for a year LMAO🤌 ROW have taken podium places 1-8. SPY bros with their ATH be like the fat asthmatic kid who still hasn't finished but has BEATEN HIS OWN STRAVA PB LMAO🤌 Nice little nation but needs to face the fact that being pour is a choice LMAO🤌
PB&J and a glass of milk is the only right answer
I'm not a TSLA stan and can't stand Elon but actually the person you're relying to is right - they said that it's always traded at a much relative to their industry, which is a defensible statement. Tesla's price-to-book (PB) ratio was its lowest in 2020, at 8, but was much higher compared to pretty much any other auto maker such as Toyota and GMs 1-1.2. Consider their P/E ratio was literally negative during the same period it's also fair to say that they were trading at a premium (they didn't have to give away money to get people to buy their shares). There are other ways to measure 'premium' obviously, but PB is about as classic as it gets since it doesn't try to measure the value of future income but tracks the cost of raising capital.
what specific niche? The WAM-V is a niche use fast surface ASV, but not the kind that you want to ram into stuff as a suicide vessel (or at least not currently). They are more very fast observational units as far as I have seen. For most marine naval tech, I point to Teledyne's vast offerings. The conglomerate controls the space, because the militaries can trust the proven track record in sensitive situations. For future Naval tech, it's Kraken because of their deep-sea offerings (battery and acoustics). Everything needs a battery and acoustics, and the deep ocean will become an important area in the future. I dn't think they get bought out because they are getting pieces of the Naval spending from basically every country in the Free World (including non China Asian ones). OPTT's still like a decade out I think from being anything useful . To my knowledge, these PB3 deployments (Navy on the East, now Anduin on the West coast) are testing-phase things to figure out how to actually use the data and how to actually place the super-expensive and defenseless buoys.
thats the ath probalby 400 before PB to 350
Gotta say, the Nike pegasus gave me massive blisters so I switched to Asics. The Asics were magnificent. During black friday I got the Nike alphafly at 50% off and just did a 10k PB with them... I am not ready to switch back to Nike yet but it gets me thinking...
Grilled PB&J boys. Don't bull rush me.
That's what I've got, a '21 PB. I mean I love the truck but 6 months in the shop (not drivable ) to get a couple of half shafts because that axle bolt recall bit me and actually failed. You would think they could at least manage to prioritize parts for actual vs preemptive for customers who didn't have a failure would be a no-brainer, so I can really only conclude they have no brains. And on top of it if you go to the NTHSB website and look up that recall "we have the parts." Bullshit.
I set up valuation alerts on moomoo for metrics like PE and PB. Once they stretch far past historical norms, that’s usually a signal for me to lighten up. Also been using their AI earnings summaries a lot. Helps me digest key changes right after reports drop, especially with names like NVDA where every small shift matters.
Who else is having an apple butter and PB sammich? 😙
Is PS and PB? Both all time highs now
Yep. Down to 32% in equities. If the shiller breaks 42, I will decrease to 25. PS and PB are at all time highs. People are going to pay for this.
https://youtu.be/AmEWj0PB12s?si=Zi3SyO3s1hBpTVD4
Some stocks do. Companies with debt and low PB, i.e. value stocks, do very well in inflationary environments. Growth stocks, i.e. the entire S&P, languish.
It's trading at a premium, but not every premium level is worth it. Historically the PB range varies between a rare 1.2 to a recent 1.7. 1.3-1.4 is the sweet spot, and right now it's 1.6, which is kind of high considering that you are also paying a premium on... cash. If you adjust the P and B for 300B of cash, it's in the high range.
True, but Ii's trading at 1.6 PB, which is kind of on the high range. And if you correct the PB for the huge amount of cash they are holding, it's trading at even a higher number. Personally I am not selling my position for now, but I wouldn't add up right now.
How so? For a PB ratio of 2 and forward PE less than 20?
ProTip: Eat PB&J for lunch every day to help offset the tens of thousands you lost in the market this year
FWIW I actually like the tech OPTT has, the WAM-V has a lot of use as a fast-moving ASV (Autonomous surface vehicle) despite the payload being relatively small. The PB3 has use-cases, but not nearly as many as people on reddit try to spin. It is not being used offensively, the specs for installation do not allow that. It is being used domestically to study the most effective ways to monitor ship traffic in/out of ports AFAIK. It will never be used for green-energy generation as a purpose.
Oh look, this cycle of bullshit again. Your information is a bit wrong, OP. [OPTT was sued by a decently large stakeholder](https://finance.yahoo.com/news/paragon-technologies-files-complaint-alleging-184000893.html) in 2024, which was dropped by Paragon (no reason disclosed) in August of 2025. [Paragon also publicly advised against the votes for increasing the number of shares in July 2024](https://finance.yahoo.com/news/paragon-technologies-recommends-ocean-power-203000793.html). They weren't "releasing a stream of bad news", they were realizing the board just kept diluting and never meeting long-term promises and recommended against more dilutions. They cannot produce enough WAM-V to meet cash-flow needs. They cannot expand their WAM-V production without cash-flow. They keep blowing money into PB3 and nobody actually buys the long-term service contracts on those things at the scale they promised investors years ago. They keep misleading retail investors (to me) about the status of their "field drone recharging" because the fucking patent was just approved in June 2025 (and patents don't mean shit besides an idea, anybody can file for patents).
Toasted PB&B is so legendary that the best musician in history loved it
MSTR is trading at 1.07 PB. Why pay a 7% premium when you can just buy Bitcoin yourself? I genuinely don’t understand why people buy this stock
I'm built different. I was always destined to be poor. I love ramen, PB&J, corn dogs. all of it. But some of you gentlemen may not survive.
You are probably not wrong. Just not right enough. If we're talking pure alpha in the metabolic disease game, let's zoom east to Hong Kong where the real fireworks are popping off. I'm eyeing Innogen-B (02591.HK) and PegBio (02565.HK) as straight-up superior moonshots right now, all laser-focused on the GLP-1 revolution that's exploding in Asia's massive diabetes and obesity market. These aren't diluted plays like UNH's insurance sprawl or HOOD's trading volatility; they're razor-sharp biotechs riding China's 1.4 billion-person wave, with approvals incoming and valuations that make US counterparts look like overpriced lattes. Let me break down why swapping some of that bag for these HK gems could 5x your portfolio by 2028—pure fire, no fluff. First off, the macro setup in Hong Kong biotech is straight dominance mode. While the US Nasdaq biotech index is grinding up a measly 20% this year, Hong Kong's Hang Seng Biotech Index has ripped 80%+, outrunning even AI hype. Why? Beijing's pumping state cash into "Made in China 2025" for pharma independence, with 14 fresh listings already raising over HK$18 billion in 2025—quadrupling last year's haul—and 36 more queued up. Valuations? HK biotechs trade at 8-10x forward sales on average, versus 18x+ for US peers, giving you dirt-cheap entry into 30%+ CAGR growth as Asia's diabetes epidemic (hello, 140 million cases and counting) meets ultra-long-acting GLP-1s that crush Ozempic's dosing hassle. No DOJ probes or Medicare cuts here—just streamlined NMPA nods and export pipelines to Southeast Asia. HIMS is cute with its telehealth subs, but it's a US middleman facing Amazon's boot; these HK plays own the IP and manufacturing in the world's fastest-scaling market. Take Innogen-B: This beast just exploded 296% on debut in August, opening at HK$72 after pricing at HK$18.68, and it's still humming around HK$50-60 with HK$683 million fresh in the tank from an IPO oversubscribed 5,365 times—HK$370 billion in bids from 260k investors, second-hottest in Hong Kong this year. Their crown jewel, Efsubaglutide Alfa (branded Diabegone), is Asia's first homegrown humanized long-acting GLP-1 agonist, already greenlit for type 2 diabetes in China and barreling through late-stage trials for obesity and MASH (that fatty liver goldmine worth $30 billion globally). Early data? 7% weight drop in four weeks, with monthly dosing that laps weekly shots—perfect for compliance in a market where 80% of patients ghost treatments. They're deploying IPO cash for Phase III global pushes, commercial ramps, and CNS add-ons, turning red ink (losses narrowed to HK$175 million last year) into black by mid-2026. Compared to HIMS' 50x P/E bloat and GLP-1 supply glut risks, Innogen's at <5x sales with zero revenue yet—pure asymmetry. Bears whine about Eli Lilly/Novo competition, but Innogen's local pricing edge (half the cost) and China-first moat mean they snag 10-15% market share easy, printing HK$10 billion revenue by 2030. UNH? It's a sleepy dividend cow at 13x earnings, dodging cyber headaches but capped at 8-10% growth; Innogen's your uncapped rocket to HK$300/share. Then PegBio seals the deal as the stealth assassin. Listed earlier this year at HK$15.60, raising HK$301 million for a HK$6 billion val, it dipped to HK$10 on open but clawed back to HK$15+ on pipeline heat—up 7% monthly despite broader volatility. Their lead, PB-119, is another long-acting GLP-1 banger for diabetes and obesity, with NMPA acceptance last year and marketing greenlight eyed for Q1 2026. Preclinicals on PB-2301 (GLP-1/GIP dual) and PB-2309 (triple agonist) target NASH and rare endocrines, diversifying beyond HIMS' one-trick pony. R&D burn was HK$280 million in 2022, tapering to HK$76 million YTD as trials wrap, with cash at HK$27 million pre-IPO now beefed for launch and expansions. Losses ticked up slightly to HK$283 million last year on zero revenue, but that's biotech math—post-approval, ARPU from chronic scripts hits HK$500/year per patient in a 500 million obese Asian pool. Versus HOOD's cyclical 70% transaction reliance (hello, 35% revenue crater in '22), PegBio's recurring revenue moat is ironclad, with PEGylation tech for custom peptides adding service upside. Analysts are mum on ratings yet, but the sector tailwind screams Buy; at 4x projected sales, it's a steal next to UNH's regulatory quicksand (DOJ antitrust, 85% loss ratios). PegBio could 4x to HK$60 by 2027 if PB-119 captures 5% China share, while HOOD prays for bull markets. Bottom line, apes: HIMS/HOOD/UNH are fine for balanced bags, but Innogen and PegBio are the asymmetric edges—cheaper entries, explosive China growth (20% GDP healthcare slice by 2030), and GLP-1 purity without US baggage. HK's policy rocket fuel means 50-100% pops on approvals alone, while US names grind through comps and comps. I'm allocating 20% here; dips under HK$45 for Innogen and HK$12 for PegBio are no-brainers. DYOR, markets flip fast, but this is where the smart money's flowing east. Who's jumping in? 🚀🇭🇰 #HKBiotech #GLP1Bets
Just had a PB&BJ sandwich even cupped my balls.
My brain: *Eating only PB&J on tortillas for this week will surely offset the thousands of dollars you lost today* 🤡
He just wants a new PB in Government Shutdown Days.
Welp, it’s raining outside so sorry kiddies, I’m gonna eat all these PB cups myself. 😋
Do you watch the GTC events or listen to the conference calls? They can’t make chips fast enough to keep up with demand. And every 12 months there are new data center chips that LOWER the cost to run AI workloads compared to predecessors, such that it’s more cost effective for all the hyper scalers to upgrade. AI is now like electricity and internet. We, as humans, will never consume less than the amount we’re consuming right now. Let’s say current Blackwell chips can do all to all comms at 1 TB/s. Well, that’ll eventually be 10 TB/s, then 100 TB/s, then PB/s. New frontier models are being worked on every day that are being designed around these predicted memory bandwidth increases. So… no, there isn’t really a ceiling, we’re only at the infancy of the AI age. Think of NVDA @ $200 like Bitcoin at $100 so many years ago.
Wow really They have some snacks that are very good, not all sure But their PB cup and their chili lime chips are excellent
[“Exciting news! Instone welcomes Carolina Stone Products to the Capstone Family! This partnership means a stronger presence for Instone products in the Carolinas and beyond. Carolina Stone Products customers will soon enjoy expanded product offerings from the Instone platform, as well as support from the Instone team. We’re thrilled to welcome Carolina Stone Products to the Capstone family and look forward to building even greater success together!”](https://www.linkedin.com/posts/instone-co-_instoneco-capstone-carolinastoneproducts-activity-7388922556017459200-PB70?)
Well... We're getting close. Shiller and PB ratios are closer to .com than ever.
I want to buy a snack sandwich from the cafeteria, I'll let you guys decide what I'll have today Upvote for PB&J and downvote for ham and cheese
PB&J or ham and cheese as a post lunch snack?
https://x.com/TheAhmadOsman/status/1981598358088134687?t=H7k3k2YWiaeE0TMc0fEi1g&s=19 > be us > Larry & Sergey > a dorm in Stanford, caffeine shakes, wild ambition > slap together a janky web crawler > accidentally organize the entire internet > call it Google > build search, email, maps, docs, OS, phones, browser, car, satellite, thermostat, AI lab, TPU farm, and quantum computer > 2025 > everyone talking about AGI > OpenAI: “we need data, sensors, feedback, and scale” > us: staring at Google Maps, YouTube, Gmail, Android, Waymo, Pixel, Fitbit, Docs, Calendar, Street View, and Earth Engine > "damn. guess we already did that." > YouTube: 2.6M videos/day > Android: 3B phones, streaming sensor data 24/7 > Gmail: 1.8B inboxes of human priors > Search: global-scale RLHF > Waymo: 71M miles of real-world self-driving footage > Google Earth: modeled the entire planet > also your calendar > people training LLMs on books and PDFs > we train on humanity > every click, swipe, tap, misspelled search, scroll, and bookmark > feedback loop from hell (or heaven) > depends who you ask > OpenAI: “we need $100B for GPUs” > us: already built TPUs > custom silicon > datacenters pre-co-located with planetary data lakes > no egress, no latency > just vibes and FLOPs > coders: fine-tuning on GitHub repos > us: 2 BILLION lines of internal code > labeled, typed, tested > every commit is a training signal > Code LLMs dream of being our monorepo > AGI recipe? > multimodal perception > real-world feedback > giant codebase > scalable compute > alignment signals > embodied sensors > user data for days > yeah we’ve had that since like 2016 > no investor decks > no trillion-dollar hype rounds > just a 25-year accidental simulation of Earth > running in prod > OpenAI raises $1T to build AGI > investors call it revolutionary > us: quietly mapping 10M new miles in Street View > syncing another 80PB of Earth imagery > collecting another year of Fitbit biosignals > enjoy your foundation model > we OWN the foundation > people: “but Google is fumbling” > true > we’re fumbling in 120 countries simultaneously > with the greatest compute footprint and research team on Earth > fumble hard enough and you loop back into winning > AGI? > we don’t need to build it > it’s already inside the building > powered by Chrome tabs and doc revisions > mfw we spent 20 years indexing reality > mfw our data is so good it scares us > mfw the only thing stopping us from AGI is a meeting between four VPs and one confused lawyer > call it research > call it scale > call it “planetary simulation-as-a-service” > we call it Tuesday
I just ate an entire box of PB m&m’s for bfast. Calls on diabetus
Who in the hell is buying frozen PB&J sammiches. It's three ingredients all of which you really should have already.
I am team PB$J Toaster Strudel!
It's funny you're being downvoted despite being 100% correct. Its a company with literally no product to buy, no product available for *at least* several more years, ~100 employees, a PB **36**, and a market cap over $25b. Totally legit, I can see why it's up *1,600%* over the past year. But don't you dare compare this market to the Dotcom Bubble!
Ok guys had to come back cause why tf am i so bad at this shit. Despite doing hours of analysis often on tickers, cash flow, PE, PB, Forward PE, investment sentiment no way i am getting outperformed by a 15 year old buying pre-revenue company that might make some money 5 years from now. Funnily i just know the moment i buy OKLO it will dump below 100. This is my sign to just end myself
KW and PB make Medium Duties in Montreal.
> My point (as I’ve stated in the original post and my first reply) is that we haven’t had a dollar figure until now. And the figure is very, very underwhelming. But hey, hype is hype or something. >It’s okay, you can admit they’re on the right tracks dude Their board has been saying that for over 5 years. Every time they become close to profitable or profitable they bait and switch investors. They physically cannot meet WAM-V demands with their current scale, therefore they need more cash to build out their manufacturing. They do not have that cash because they have been unprofitable forever. The PB3 is a massive money sink that nobody actually wants. Green-energy credits are dead, so the only play left with OPTT is defense adjacent which they simply don't have the scale to meet.
L , enjoy that PB&J lunch
TJR Powell Dodgy PB Trading leaked course dm me
https://youtu.be/1GPjJGu_hfY?si=V-PB0e3cuwTPRCtp
doesn't sound like that: "2) CREAL PB This is an asset management service for individual investors. It targets actual real estate for long-term management (at least 5 years). Its major features include that it utilizes the AI developed by the Company to efficiently discover excellent properties from the real estate market (mainly pre-owned sub-divided residences in the metropolitan Tokyo area). Gross profit is calculated as net sales × profit margin." https://www.fisco.co.jp/wordpress/wp-content/uploads/FISCO/creal20240206_e.pdf granted PB is their smallest division, but their biggest division also mentions residences specifically separate from hotels; that could be condos, but condos are affected by the issue too.
They have 450 PB of 4k video data stored in their cloud by their users. The video data is very unique and generally hard to come by. They announced an AI licensing program where users can opt in. Early beta in the US has reported a high rate of users opting in. 5 PB of video data is roughly 125,000 hours. This can be worth $5-40mm depending on type of data (the range is wide because certain companies want very specific or hard to get videos, think extreme sports, POV, etc are worth more than say a family reunion video). For a company whose market cap is $300mm, the above potential revenue can be astronomical (estimated revenue increase could very well be beyond the market cap of the company). Since there’s been reasonable indication that users are willing to opt in, the risk now on the table is whether or not GPRO will manage the licensing deals to AI companies correctly. Seems like a good risk reward to me.
MG replacing PB would be yuuuuuuge for Canna Stocks. And I have no problem with that.
From Mr Shiu's $50 per month Patreon https://www.patreon.com/mrshiu?utm_campaign=creatorshare_fan Here's the English translation of the summarized research report on Tempus AI (NASDAQ: TEM), originally published in Chinese: --- 💰【Mr. Xiao's Investment Report】💰 Tempus AI (TEM) Deep Dive Report – Summary (May 2) Tempus AI (NASDAQ: TEM) is a technology company using artificial intelligence (AI) to process large-scale clinical and molecular data to advance precision medicine. This report analyzes the company’s core business, recent financial performance, competitive landscape, growth strategies, and potential risks — with a particular focus on short-term earnings expectations and market outlook to guide investors. The report is based on public data, including the latest operating figures, financial guidance, and analysts’ insights. --- 1. Company Overview and Core Business Founded in 2015 by tech entrepreneur Eric Lefkofsky, Tempus AI aims to apply AI practically in healthcare to improve patient care. The company's core strength lies in its large proprietary multimodal data platform (including genomic, clinical, and imaging data) and a system that makes this data actionable. Business Model: Two main segments: Genomics Services: Offers comprehensive genomic sequencing services (e.g., Tempus xT, xF) mainly used in oncology to help doctors understand molecular characteristics of cancer and tailor personalized treatment plans. Data and Services: Licenses de-identified multimodal datasets to life science companies (pharma, biotech) to support drug development, clinical trials, and market analysis — this is one of the fastest-growing segments. Data Assets: One of the largest clinical and molecular databases in the industry — over 40 million research records and more than 300 petabytes (PB) of data. This forms the foundation for AI model training and services, creating a strong competitive moat. Market Position: Connected with ~65% of U.S. academic medical centers. Over 50% of U.S. oncologists use its services. Collaborations with 95% of top oncology pharma companies. Recent Developments: IPO completed in June 2024 (NASDAQ). Acquired Ambry Genetics (hereditary disease testing) and Deep 6 AI (AI clinical trial recruitment). Strategic partnerships with Illumina, BioNTech, AstraZeneca, and others. --- 2. Financial Performance and Operating Metrics Tempus AI has demonstrated strong revenue growth and improving profitability. Revenue Analysis: FY2024: Total revenue of $693.4 million, up 30.4% YoY. Genomics revenue: $451.7M (+24.4%) Data & services revenue: $241.6M (+43.2%) Q4 2024: Revenue of $200.7M, up 35.8% YoY. Data & services now account for ~35% of revenue. Profitability: Gross margin: 54.9% in 2024 (up from 53.8% in 2023) Data & services margin: 71.5% Net loss: GAAP net loss of $705.8M in 2024 (mainly due to IPO-related stock-based compensation of ~$548M) Adjusted EBITDA: -$104.7M in 2024, improved from -$154.2M in 2023 Q4 Adjusted EBITDA loss narrowed to -$7.8M Key Operating Metrics (as of end-2024): Net revenue retention (NRR) for data & services: 140% Total contract value (TCV): $940M 2025 Guidance (from company): Full-year revenue expected to be $1.24B (up 79%, including Ambry) Adjusted EBITDA expected to reach $5M (first full-year positive EBITDA) --- 3. Industry Outlook & Competitive Landscape Tempus AI is positioned at the intersection of precision medicine and AI in healthcare — both fast-growing fields. Market Opportunity: Global precision medicine market expected to grow at a double-digit CAGR. AI in healthcare projected to grow at a CAGR of 49.1%. Genomics market growth supports Tempus’s core business momentum. Main Competitors: Genomics diagnostics: Foundation Medicine (Roche), Guardant Health, Caris Life Sciences. Healthcare data/RWE: Flatiron Health (Roche), ConcertAI, IQVIA. Data analytics platforms: Palantir, DNAnexus. Tempus Competitive Advantages: Data moat: Large-scale, high-quality, and proprietary multimodal database. Integrated platform: End-to-end solution — diagnostics → data → AI analysis → clinical application. Advanced AI capabilities: Proprietary algorithms embedded throughout the workflow. Robust ecosystem: Strong partnerships with hospitals, physicians, and pharma companies. --- 4. Short-Term Outlook & Analyst Views There is strong market anticipation for Q1 2025 earnings. Q1 2025 Consensus Estimates: Revenue: ~$248M EPS: ~$-0.44 (range: -0.26 to -0.47) Key focus areas: Contribution from Ambry acquisition, core business momentum, progress toward profitability. Analyst Ratings & Price Targets: Overall sentiment: Positive — majority rate as “Buy” or “Hold”. Zacks ABR (Average Broker Rating): 2.13 (Buy zone, where 1 = Strong Buy, 5 = Strong Sell) 12-month price target range: $61–$63 average Highest estimate: $77.70 Lowest: ~$48 Key Takeaways: Bullish factors: Huge market potential, integrated model, data moat, strong revenue growth, expected profitability inflection in 2025. Concerns: High valuation, lack of GAAP profitability, fierce competition, integration risks. --- 5. Investment Risk Considerations Profitability risk: Adjusted EBITDA may turn positive, but GAAP profitability remains uncertain. Valuation risk: Elevated valuation increases sensitivity to earnings and sentiment. Competitive pressure: Faces strong rivals with deep pockets or advanced tech. Data privacy & regulatory: Stringent HIPAA and similar regulations pose ongoing compliance risks. Execution & integration: Risk from integrating Ambry, Deep 6 AI, and entering new therapeutic areas. Macroeconomic & policy risks: Healthcare policy changes and economic shifts could affect growth. --- 6. Conclusion & Investment Recommendation Tempus AI, with its unique position in AI-driven precision medicine, vast data assets, and strong growth trajectory, presents an attractive long-term investment theme. The company is transitioning from high-growth to improving profitability and is expected to hit a key EBITDA inflection point in 2025. However, investors should be mindful of challenges
Its not a PE stock, it's a forward PB one. This is coming from someone with a decent position in SK Hynix.
Went for a 10k despite pollen allergy, but didn't make PB, regretted.
>They are done with this current administration and know it. The WAM-V can actually save their asses. But yes, the green-energy cuts have killed the PB3's chances. Blah blah Naval grad school, woopidy doo. I'm an oceanographer nerd and that thing is screaming "niche use case". It does have use, data-centers for individual sensors (such as AUVs) are cool and have use. They are just expensive as fuck sitting ducks in a war scenario; purely defensive. Anything wave can do, solar or wind can do better. If there are waves, there is wind. That is simply how physics work.
Guys, I know you’re looking for the same trading style as PB Trading. I can really recommend this group — they do live sessions every day and real live trading. Great guys; they trained at PB Trading and follow the exact same approach 100%.” https://whop.com/a-d-trading?a=marcobuehler07
It’s not a bag anymore. They have a PB ratio of 2.5, excluding book value, the PE would be 20 and decreasing. They have expanded into other more durable markets. At this point, GameStop is just a good investment
19 - 21- 26- 66 - 69 - PB 11 you're welcome
I've been looking for equities in the JP market especially semi, staffing agency, IT, and entertainment sectors as well as the trading houses Warren Buffett loves. JP companies tend to have way more cash and way less debt than US ones probably due to cultural reasons to the point that they seem very stingy with cash and would rather hoard that cash pile than return it to shareholders. This should be gradually improved in the coming years as Tokyo Exchange is pushing those firms with ridiculously low PB ratio. With the cash pile removed you can really see many companies have high ROIC, so you need to find those with good ROIC and hope that one day that cash pile is returned to shareholders. Semi firms such as Lasertec, Tokyo Electron, and Screen Holdings have strong fundamentals but are suppressed due to recent geopolitical uncertainties, so even tho the AI boom is still there they dont seem to benefit much from it. If semi is cyclical it looks like they are in the trough right now Staffing agency industry is an interesting one because as the whole population declines, companies turn to staffing agency for skilled laborers, advertisement, and digital transformation of hiring process/management. On the other hand the matching platforms and staffing agencies also have to compete with each other for new users/talent so this sector will get more and more competitive. For example Artner deploys IT and mechanical engineers and JAC Recuitment does employment consulting for JP firms all over the globe. Fun fact both Glassdoor and Indeed are owned by Recruit Holdings which is based in Japan IT wise there has been a demand to "digitize" Japanese companies and those that provide softwares or Salesforce service have been benefiting from this trend. Then there is Trend Micro whose top line is basically flat over the years. I still remember buying their antivirus many years ago. And there is NCD that digitalizes Japanese bicycle parking lots. Then the entertainment sector as Japan exports a lot of games and consoles. Nintendo for one I think a lot of folks hold its shares. Some other potentially good ones include Bandai Namco and Sanrio, tho Sanrio just had a good run and the PE is just too high at this point Finally the trading houses - they have business around the globe, which is important for JP firms as their domestic market is doomed to shrink with their population. However they are so huge that they cannot generate much profit from their large load of assets. For many companies when you remove the excess cash their ROIC looks good, but these trading houses has little cash to begin with, so their ROIC is in the lower single digits, which is a big red flag for me. If you are here for their stable cash flow, look for those with PE < 10 and high FCF yield. For example Sumitomo looks good while Marubeni and Itochu look expenseive Tl;dr semis are beaten down, staffing agencies are getting competitive, some are profiting from digital transformation (DX), entertainment firms with global exposure look good, and Sumitomo over other trading houses
Unlike my PB, they have no have issue allowing me to trade OTM calls on the expiry date.
PB&J is Murica, can never go down
https://youtu.be/X-FCL_k-ids?si=jINIy3hzTGj1Q4PB
What do you guys eat at work for breakfast that doesn’t include fast food? Right now I’m on protein oatmeal with an extra scoop of PB
Value investor nerd fucked me over. Sold $NET in May at 127 for a 5% gain because some value investing nerd told me about moats, PE, PB, margin of safety. Its now at trading at 200 ffs.
2024: new squat PB, new bench PB 2025: I slept a bit weird so my spine’s gonna hurt for a week
You need some PB with that jelly sandwich?
Eh, if you’re active in the market and can make stable gains, there’s an argument to be had that it’s not about timing the market but more so reading indicators of a PB or step down. Removing your money from the market and loading up a specific set window while keeping long term holdings under monitoring can provide high returns, possibly even double annual returns from simple things like SPYG once you’re good enough to track trends.
Ok thanks. When I asked my PB at citi they offered me $10mm. A little rich for me. Was thinking $100k
ROOT targets safe drivers which allows them to reduce their loss ratios removing the risk in the underwriting. Thats a specific niche, but ROOT also goes all around for standard policies as well. Due to this niche, it allows ROOT to have better loss ratios, similarly to focus on specialty insurers. theres nothing wrong with comparing insurers in the same field especially where are minimal P&C insurers to choose from. the insuretechs that you have mentioned aren't even profitable, and thus have negative PEGs. evaluating an insurer based on P/B and ignoring NI, is pretty ignorant. if ROOT makes their entire book in less than 4 years, why would you continue to evaluate the name based on PB? RYAN does have a negative tangible 4B net equity.
You can buy etfs by reading a few paragraphs on it but you need to read a few sec filings to make an educated stock purchase. But honestly I recomend stock picking. You can just read books like the intelligent investor and one up on wallstreet in like a mounth. Then after that read like 2 valueinvestorclub articles on stocks of interest. Read a few sec filings. Check free float, short float, make sure the balance sheet is not too big, identify moats, identify customer base, identify is their business model durable against technological advancement, only buy stocks at reasonable ratios like PE under 30, PB preferably under 3 depending on the industry, PEG under 2, P/FCF depending on the industry. Then once you have done that to most of the companies in one industry you may be able to make a good stock pick. Then do thar for like 4-10 diffrent industries and you should have a good stock portfolio.
It’s not “across all stocks.” The chart is Goldman’s prime‑brokerage view of hedge‑fund clients and shows the 20‑day change in their gross exposure (longs + shorts). That’s a slice of the market, not every investor or ticker. Goldman can break it down by sector for clients, but that granularity isn’t generally public. If you want a public proxy, look at sector ETFs and breadth stats - equal‑weight vs cap‑weight, % of stocks above their 50/200‑day, and flows. Why you might not see red the last few weeks: degrossing isn’t the same as “prices must fall.” Funds can cut both longs and shorts, they can reduce via futures or options rather than single names, and other buyers can step in at the same time. Indexes can also rise on narrow leadership while the median stock is flat to soft. The chart measures how quickly hedge funds reduced risk, not whether every stock went down. The “catch” is that it’s a positioning signal from one PB book - useful for timing, but not a market‑wide price forecast or sector tape for the last 3–4 weeks.
I’m regarded so my moves will involve PB&J and licking the short bus windows… I wish someone would take this extra chromosome
Can you provide sources that justify the assumption "1% of the 450PB gets licensed at $1 per usable minute"? I'm not sure you can just assume this to be the case.
Thank you :) And…to answer your question: keep in mind, AI video isn’t a replacement for real footage especially not at scale or in regulated, legal, or training environments. You still need verified, labeled, real-world video for AI model training, simulations, AR/VR, robotics, and more. GoPro has 450PB+ of opt-in, timestamped, GPS-tagged POV video , no one else has that. AI makes real-world data more valuable, not obsolete. Just like Getty and Shutterstock are licensing to OpenAI and Adobe, GoPro’s archive could be the next massive licensing play hiding in plain sight. Bottom line, how are these complex ai models trained in the first place? Ask yourself that.
Great questions! here’s how I see it: 1/ fair question. GoPro hasn’t broken this down by region, but a few things we can infer: Historically, North America makes up ~45–50% of GoPro’s revenue — so you can estimate a ballpark of 200–225PB of footage tied to U.S. users. Even if only a fraction of that comes from active subscribers willing to monetize, you're still talking dozens of petabytes of potential opt-in training data. This is likely a pilot: starting with U.S. subscribers lets them test licensing, compliance, and rev share. If successful, they'll likely expand globally 2. Is the footage even useful? Surprisingly, yes. AI firms need: •Unscripted real-world motion (for robotics, simulation, drone nav) •Dynamic outdoor environments (weather, terrain, movement, humans) •POV and 3rd-person action data (sports, biking, skiing, hiking, etc.) GoPro content is diverse, noisy, and naturally labeled via GPS/metadata/timestamps. that’s incredibly useful for training generalizable models, especially in AR/VR, robotics, drone AI, autonomous movement, and even synthetic video generation. 3. Will users opt in? Maybe not all, but they don’t need everyone. GoPro users tend to be prosumers, not casual TikTokers, they're more likely to monetize footage they already value If even 1–3% of users opt in, that could still mean millions of minutes of fresh, legally usable training data It’s like how YouTube didn’t need every user to monetize, just a small % made a big revenue impact. Hope that helps :)
On paper it sounds really good but... Currently only U.S subscribers can monetize their GoPro cloud-based video. So, how much of that 450PB was actually generated by U.S. subscribers? How much of that is *really* useful for AI training and modeling? And how many people are actually willing to share their content? I really love this company and own their products, but I do have my doubts. Anyway, I'll keep an eye.
Been a BRK.B bagholder over 15 years, this is fine. Been a rough year for insurance businesses, which is a big part of Berkshire. Tariff shit show also didn’t help, long term they will be fine. PB ratio is 1.53, if the price drops any further they will resume buybacks.
CPB PB&J all the same what’s the problem
yeah, you just remove the part of GDP calculation that includes imports. The United States Gross Domestic Product (GDP) is calculated by the [Bureau of Economic Analysis (BEA)](https://www.google.com/search?safe=active&sca_esv=c311fd178b8510f8&biw=2124&bih=1060&sxsrf=AE3TifN1Ofadhu4pKb2UAsI1LAfOHqLgiw%3A1753889943767&q=Bureau+of+Economic+Analysis+%28BEA%29&sa=X&ved=2ahUKEwiq6sqY9eSOAxXStokEHXamDQwQxccNegQIIxAB&mstk=AUtExfAFRm4QiOTa9qvSkiV6M3TdYibSXyEmoH8DjjWLm-W3iNv_8xTgSnwEwuwyjQKJL1F3MooX5O7HdDg9dFTxgm6XPjzgWjgmJQF_Cyuymd4nuk74wou7Ddy-Jb4Jzvd3AOHQ5_YA_2Jj250LpQYU-zrNAeetd0yMuDXhxigc0FBwzpPZmso1JrxZL6mSP6n4qbZzHdeIszdLzp3PB-fXr9YayIKp3FKPzOsG1ttYg1nRf66QQMyFTFxUSyl4dqF9Az8GRQfFHsYqKEVNqFO5WKpTrRHTcqs0fwhsIIUCy25EvNP1EmU2Ad6-HXB1ksrwOz3b2b0cgSU1Rpb5aw35FNzW2GHpYjtu2RQXREMtLXRw&csui=3) using the [expenditure approach](https://www.google.com/search?safe=active&sca_esv=c311fd178b8510f8&biw=2124&bih=1060&sxsrf=AE3TifN1Ofadhu4pKb2UAsI1LAfOHqLgiw%3A1753889943767&q=expenditure+approach&sa=X&ved=2ahUKEwiq6sqY9eSOAxXStokEHXamDQwQxccNegQIIxAC&mstk=AUtExfAFRm4QiOTa9qvSkiV6M3TdYibSXyEmoH8DjjWLm-W3iNv_8xTgSnwEwuwyjQKJL1F3MooX5O7HdDg9dFTxgm6XPjzgWjgmJQF_Cyuymd4nuk74wou7Ddy-Jb4Jzvd3AOHQ5_YA_2Jj250LpQYU-zrNAeetd0yMuDXhxigc0FBwzpPZmso1JrxZL6mSP6n4qbZzHdeIszdLzp3PB-fXr9YayIKp3FKPzOsG1ttYg1nRf66QQMyFTFxUSyl4dqF9Az8GRQfFHsYqKEVNqFO5WKpTrRHTcqs0fwhsIIUCy25EvNP1EmU2Ad6-HXB1ksrwOz3b2b0cgSU1Rpb5aw35FNzW2GHpYjtu2RQXREMtLXRw&csui=3). This approach sums up the total spending on final goods and services produced within the country, using the formula: GDP = C + I + G + (X-M). Here's a breakdown of the components: * **C (Consumption):** Includes spending by households on goods and services. * **I (Investment):** Represents business spending on capital goods like equipment and structures, as well as residential investment (new home construction) and changes in inventories. * **G (Government Spending):** Covers government consumption and investment, including spending on goods and services, infrastructure, and the military. * **X (Exports):** The value of goods and services sold to other countries. * **M (Imports):** The value of goods and services purchased from other countries.
>I believe this is an overlooked sector that has incredible room for growth. Over 70% of the Earth is ocean, and Ocean Power Technologies is a leading company for producing and storing energy in the ocean. Immediate huge jump that shows lack of background research but trying to hype. The PB3 system is depth-rated to 3,000 m and the average ocean depth is > 3,500 m. Let's just put the brakes on a little here, okay? >-PB3 PowerBuoy generates power for use independent of the power grid in offshore locations. The PowerBuoy can act as an Uninterruptible Power Supply (UPS) which constantly recharges itself by harvesting energy from the waves. >According to their website, “The PowerBuoy® 2.0 Wind, Wave and Solar (PB 2.0) is a fully autonomous maritime platform. Powered by solar and wind energy, it provides persistent, renewable power with real-time 24×7 communications. Equipped with high-capacity energy storage, flexible payloads, remote controls and diagnostics, it is the ideal solution for maritime domain awareness, port security, offshore operations and environmental monitoring.” The PB3 is the model they are selling now, the PB2 is kind of irrelevant so that's a red flag that there isn't more information on it (to me). Once again, not special to have different sensors and power-options on a buoy. The recharging via wave-action is pretty cool and unique but it requires a tether to the sea-floor that limits the areas it can be deployed in. >At over 47 feet tall, the Power Buoy is capable of withstanding hurricanes as well as storing up to 88 kWh of energy. This beast creates energy using solar, wind, and wave harnessing technology. The energy can be used to transmit 5G signals and charge drones/underwater vehicles, as well as provide a clean energy source for remote locations. So this is a huge, expensive target that is not good for defense-applications in an area where there are potential enemy drones? So much for military applications abroad for the PB3. >Why the WAM-V is impressive >Can be equipped with a UAV or ROV for mine inspection and disposal. >Ehanced submarine detection and seabed monitoring >Can execute a 360-degree turn within its own length. (The best on-track performance in its class.) >Maintains operational capability during rough seas >Can be prepared for operation in a matter of hours. >Easy to transport and store, with one fitting in a pickup truck bed. >Can remotely attach to a PowerBuoy for easy charging Not much of these are unique to the WAM-V. It's not the only Unmanned aquatic vessel to be able to have different sensors. If anything, it provides less information than Underwater Unmanned Vessel (UUV) counter-parts. I like the WAM-V cruising speed, it's fast on the surface and that can be useful. >They have been expanding their strategic partnerships, focusing on high impact partnerships. They are actively trying to increase market reach and accelerate revenue growth. OPTT's cost of revenue 2x'd from FY24 to FY25. They're trying to increase reach, but it's costly, and they aren't showing gains in their revenue from this. >Red Cat Holdings has partnered with Ocean Power Technologies, and according to their website "The partnership will enable organizations using OPT’s PowerBuoy® and WAM-V® platforms to deploy Teal 2 Drones as part of their strategy to leverage autonomous vehicles to assess and address maritime threats in real time." This is incredibly bullish knowing how much the U.S. government spends on the military. **There is a lot of speculation one could make here, such as if the government were to station drones around the ocean.** Lol, you're late to the party. Look up Teledyne. That's just the public traded international conglomerate that does this. >To quote an independent journalist, "Imagine a drone launched from a sea robot, powered by waves, communicating through a buoy that beams back AI-filtered data in real time" I'm not buying this in practice yet. The drone-recharging patent by OPTT was just filed in June 2025 >They have been increasing revenue and just announced a 28% reduction in operating expenses, with plans to achieve profitability by the end of this year. Revenue is basically flat YoY, and cost of revenue 2x'ed. Sure, they saved money in their salaries/admin, but the fact is they have to cut more fat before they are profitable at their current production levels (hence, backlog, they can't fill the orders). They also cannot expand their production without incurring some form of debt. They have solid products, they just are still in a transition period from being a wave-generation company to an aquatic-surveillance company. The history of OPTT as a (failed) green energy play (like, just look at their chart and read the history of their claims) leads me to wonder if this is just an attempt to maintain compliance. Sure, they are pivoting, but it's kind of the bare minimum.
Goldeneye. Pierce Brosnan driving the tank scene was iconic. PB is probably my fav James Bond.
> But a scalable, autonomous, self powered, modular platform is pretty exciting to a signal geek such as myself. Not really those things. >scalable OPTT has a lengthy backlog right now, with not *that* many orders for military scale. They haven't invested in a mass-production pipe-line, clearly, and yet their burn rate is greater than their revenue. >autonomous It is at least that. The different models can hit some decent cruising speeds over water. They are small'ish and agile, not a bad design. However, they do not meet the large payload (e.g. 1 shipping container) requests of modern US Navy calls for autonomous surface vessels. >self powered If you mean needing to go back to a PB3 to recharge, I guess? OPTT has no proof their recharging from PB3 actually works, the patent was just approved in June 2025; patents =/= realized products. >modular platform ehhh sure. Anything these days is "modular" to be honest. I'm just a lowly oceanography PhD student though
Something tells me he’s taking his girlfriend out for PB & J
PB&J on Ritz Crackers. Nectar of the Gods
To save time, here are the circled names (minus Epstein) with additional information as needed. There are other names with arrows or dashes in the book, in many cases likely victims. Page numbers follow the numbers on the page. 1. Flavio Briatore (pg. 12) 2. Jean-Luc Brunel (pg. 13) 3. Courtney Love (pg. 38) 4. Peter Soros (pg. 56) 5. Joseph Rueda (pg. 65) 6. Florida Rueda (pg. 65) 7. Sarah Kellan (pg. 65) 8. Ghislaine Maxwell (pg. 65, 88) 9. Colonial Bank (Cristina Bello) (pg. 69) (Handwritten: "Leonor" (?)) 10. PB National (Dottie Wilson) (pg. 69) 11. Massage - Paris (Claudia Hadida) (pg. 70-71) 12. Alberto Pinto (pg. 71) 13. Valdson Vieira Cotrin (pg. 71) 14. Massage A - Island (pg. 73) 15. Jeffrey (J) (pg. 73-74) (Handwritten: "Apt. for Modds" (?)) 16. Eva Andersson (pg. 74) 17. Ehud Barak (pg. 74) 18. Michelle Campos (pg. 75-76) (Handwritten: "Pirod S'cty" (illegible)) 19. Alan Dershowitz (pg. 76) 20. Eric Gany (pg. 77) 21. Cindy Lopez (Buklarewicz) (pg. 80) 22. N. A. Property, Inc. (Handwritten: "Lesley Wexner") (pg. 81-82) 23. Timothy W. Newcombe (pg. 82) 24. Douglas A. Schoettle (pg. 84) 25. Caroline Stark (pg. 84) 26. Donald Trump (pg. 85) 27. Larry Visoski (Handwritten: Chief Pilot) (pg. 85) 28. Wexner - Abigail Plantation (pg. 86) 29. Les Wexner (pg. 86) 30. Lynn Fontanilla (pg. 87) 31. Jojo Fontanilla (pg. 87) 32. Tom/Pat Sawyers (pg. 87) 33. Massage - UK (pg. 88) 34. Cleaners (Francis Peadon) ( Handwritten: "Witness") (pg. 90) 35. Jerome Pierre-gardner (Under "Jeffrey Epstein" with special mark) (pg. 90) 36. Christophe ? (Note: Under "Jeffrey Epstein" with special mark) (pg. 90) 37. Paula (Under "Jeffrey Epstein" with special mark) (pg. 90) 38. Christophe Gaie (Handwritten: "Witness") (pg. 90) 39. Fay Goodman (pg. 91) 40. Bill Maronet (Handwritten: "Phones") (pg. 91) 41. Massage - Florida (pg. 91) 42. ~~Michael & Sally~~ A. R. Lovetz (pg. 91) (Note: Michael & Sally were crossed out, with A. R. Lovetz being handwritten) 43. Mike Pezulo (pg. 91) 44. Police PB (Jennifer Bruno (Handwritten: "cop hire")/Pat, (HM)Capt. Gudger, **Joe Recarey**, Tom Melinchok, Srgt. Trilych) (pg. 91) (Note: emphasis was added to indicate an arrow next to his name. He was an important part of the initial investigation and approached the FBI when he felt the State Attorney was not handling the case appropriately. It's unknown why the Palm Beach police were circled or why Recarey was singled out, though Epstein reportedly attempted to bribe the police. To be clear, there is no evidence at this time to suggest that the Palm Beach police were associated with Epstein or his crimes.) 45. Alan Stopek (pg. 91) 46. Jerome Pierre (Note: Under "Rugs") (pg. 92) 47. Bruce King (pg. 96) 48. Massage - New Mexico (pg. 96) 49. Bill Richardson (pg. 96) • Earliest Mentions: References to files and documents related to Epstein date back to at least 2006, following his first arrest and civil litigation. • 2018 - Miami Herald Investigation: A pivotal moment occurred in 2018 when the Miami Herald intervened in a settled lawsuit and successfully pushed for the unsealing of records related to Epstein, bringing his actions back into public scrutiny. • 2019 - Following Epstein's Death: Unsealing of documents began in earnest in August 2019, the day before Epstein's death, and continued in stages for approximately four and a half years, with the final release occurring in early 2024. • Subsequent Releases and Mentions: Further mentions and releases of documents have occurred since then, including those related to Ghislaine Maxwell's trial in 2021. More recently, in July 2025, the Justice Department requested that a federal judge release additional grand jury testimony related to the Epstein investigation. There are also ongoing discussions whether a list of Epstein's alleged associates exists and should be released.
Can you teach a tard like me where i can look up PB or how to calculate it?
For most other stocks PE is solid to use to start with, but PB is what I use for Berkshire because Buffett himself says it is the best way to value his stock. He even alluded to what PB is too low and that they would be buying back stock hand over fist. That was 1.2PB. They bought back a lot at 1.3, less at 1.4. Higher than that they buy little to none. Right now it is between 1.55-1.6 PB. I sold some when it was around 1.8 ($535 a share). It has been simple and effective.
Berkshire Hathaway, over the last 16 years, buying more every time it drops below 1.3 PB, patience, not getting into hookers and blow, not dating seriously for over a decade, and marrying late into my 30’s.
Stress tests passed. Unmoderated capital plans. Asssumption of completely lawless regulatory environment under the crime family administration. Rates drop? They win. Rates stay here in the middle? They win. Rates rise? Win. Some I’m uncomfortable with PB though.
What's their PE and PB? How does their DCF compare to others?