Weekly wrap: underperformed index Friday. But STRT exit at $81.56 saved us from FY27 warning drop to $75. Long-term discipline pays. #ValueInvesting

https://www.beatingthetide.com/p/blockchain-real-estate-middlemen

DELL: purchased at $123 in Feb. Now $524, +325%. Q2 AI backlog $95B. When price approaches target and bear case moves up, it's time to trim, not cling. Moved to HOLD. $DELL #ValueInvesting

https://www.beatingthetide.com/p/dell-q2-fy2027-update-95-billion-ai-backlog-buy-to-hold

$157.99 value, bundled for $79.
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Educational content only — not financial advice, not a guarantee of returns.

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Elasticity of earnings matters. At 5x earnings, DQ didn't need much to go right to generate a good return. The valuation provides a cushion against being wrong. Buy cheap, sleep better. $DQ $SPY #MarginOfSafety #ValueInvesting #StockMarket

https://www.beatingthetide.com/p/investment-risk-and-reward

📕 NEW — my book is out: The Wall Came Down → spiking.com/wall
Options trading for the generation that was locked out.

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Fear creates buying opportunities. $CLS dropped 12% on a mistranslated Digitimes article. Google needs more capacity. Fundamentals win. $SPY #ValueInvesting #StockAnalysis #FinanceTips

https://www.beatingthetide.com/p/celestica-cls-stock-analysis-2026

Up 61%, hit target, trimmed. Q2 model refresh raised fair value. Balanced risk/reward now. This is how you manage winners—not hope, math. #ValueInvesting

https://www.beatingthetide.com/p/bessent-put-treasury-buybacks

Timeless Warren Buffett advice: buy a wonderful company at a fair price, not a fair company at a wonderful price.

Quality compounds. 💡

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#WarrenBuffett #Investing #ValueInvesting

7 Best Value Stocks to Buy for the Rest of 2026
#valuestocks #beststocks #valueinvesting #stocks #stockstobuy
$CHDN $UAL $CFG ...

DXPE backlog: the energy bucket refilled. Q1 rose, Q2 rose 7.3% sequentially. Ex-large engineered projects, backlog sits 10% above Q1 end. That was the last bear thread. Fair value $225. The stock stays a hold. #ValueInvesting

https://www.beatingthetide.com/p/dxpe-q2-2026-record-margins-trim-list

DELL up 325% since Feb buy at $123. Q2: $60.9B AI orders, $95B backlog, FY guide raised $25B. Stock at $524, between bear case and target. Moving BUY to HOLD, adding to trim list. $DELL #ValueInvesting

https://www.beatingthetide.com/p/dell-q2-fy2027-update-95-billion-ai-backlog-buy-to-hold

STRT fell to $75 after Q3 beat, management guided FY27 weak. We exited Aug 17 at $81.56. Discipline over hope. #ValueInvesting #stocks

https://www.beatingthetide.com/p/blockchain-real-estate-middlemen

Polysilicon is a commodity, but DQ wasn't a commodity investment at 4x EBITDA. The valuation created a margin of safety that transformed a cyclical commodity into a deep value opportunity. $DQ $SPY #ValueInvesting #Cyclicals #StockMarket

https://www.beatingthetide.com/p/investment-risk-and-reward

Mr. Market gives gifts to those who read carefully. $CLS dropped 12% on a translation error. Google needs more capacity. $SPY #ValueInvesting #MarketWisdom #WealthBuilding

https://www.beatingthetide.com/p/celestica-cls-stock-analysis-2026

​Berkshire’s $37.8B stake in Alphabet has analysts talking. The popular value-investing thesis? It’s less of an AI bet and more a play on Google’s massive, reliable search cash flow. Time will tell if this utility-like thesis holds up.
​#ValueInvesting #Tech #Alphabet #Finance