I talk Hip Hop & Cleveland sports also occasionally some of my own liberal politics douche baggery gets thrown in. If any of that is a problem then move along
Outstanding work by Chris Volk on @SeekingAlpha.
His latest deep dive on $CRM is a textbook example of fundamental research, highlighting the company's wide moat and compelling margin of safety despite today's AI-driven skepticism.
This is exactly the kind of disciplined, long-term investing I admire. Looking forward to welcoming Chris as a guest on The Wide Moat Show soon! #ValueInvesting #WideMoat
$MELI has had a brutal 12 months, falling 23% compared to a gain of 22% for the market.
I've been spending the past week rebuilding my valuation model from scratch.
Full write up on the fair value of $MELI coming next week.
$MSFT $MSFU is following a very similar pattern to the 2022 channel bottom in a lot of ways. While everyone continues to write up $MSFT obituary, many of positives have stacked up quietly in the background
🟢False breakdown of the multi-year channel
🟢Bullish RSI divergence
🟢200 week SMA reclaim and retest hold
🟢MACD cross on daily
Distribution News for REX Growth & Income ETF Holders!
Pay date: 07/1/2026
REX NVDA Growth & Income ETF $NVII
Amount: $0.2101
REX TSLA Growth & Income ETF $TSII
Amount: $0.1925
REX WMT Growth & Income ETF $WMTI
Amount: $0.1401
*As of 6/29/26. The Distribution Rate is the annual yield an investor would receive if the most recently declared distribution, which includes option income, remained the same going forward. The Distribution Rate is calculated by multiplying an ETF's Distribution per Share by fifty-two (52), and dividing the resulting amount by the ETF's most recent NAV. The Distribution Rate represents a single distribution from the ETF and does not represent its total return.
**As of 5/31/26. The 30-Day SEC Yield represents net investment income, which excludes option income, earned by such ETF over the 30-Day period, expressed as an annual percentage rate based on such ETF's share price at the end of the 30-Day period.
***NVII, TSII, & WMTI's current distributions consist of estimated return of capital (ROC). For full details on the composition of distributions, please refer to the latest 19a-1 notices. The REX NVDA Growth & Income ETF, the REX TSLA Growth & Income ETF, and the REX WMT Growth & Income ETF have a gross expense ratio of 0.99%. There is no guarantee that the Funds will be successful in their attempt to provide leveraged exposure to the underlying stocks or pay weekly distributions.
The Funds are not suitable for all investors. These distribution rates caused by unusually favorable market conditions may not be sustainable. Such conditions may not continue to exist and there should be no expectation that this performance may be repeated in the future. The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return their original cost and current performance may be lower or higher than the performance quoted. Performance current to the most recent month-end can be obtained by calling 1-844-802-4004. Short term performance, in particular, is not a good indication of the fund's future performance, and an investment should not be made based solely on returns.
Do you understand the relationship between capex and depreciation?
If capex = depreciaton, we can expect no growth
If capex > depreciation, we can expect revenue growth
If capex < depreciation, we can little to no growth
Increasing capex should lead to growth.
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South Korea's KOSPI surged +4% today, rebounding after yesterday's brutal -10% crash.
Index heavyweights Samsung Electronics surged +7%, while SK Hynix gained +3.5%.
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