Joined August 2011
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21 Nov 2025
Being an investor means owning a business and participating in everything that business creates: its earnings, its cash flows, its growth.
Being a speculator means chasing prices and hoping the market cooperates.
Ben Graham said it best:
“A stock is not just a ticker symbol or an electronic blip; it is an ownership interest in an actual business, with an underlying value that does not depend on its share price.”
When you buy a good business at a good value, you are not just buying a stock. You are buying the right to participate in the growth of the business itself.
If you overpay, the math works against you. You now need the business to grow faster than expected, or you are relying on someone else to bail you out at a higher price.
When you purchase a business at a great value and you can sleep well at night because your focus is on the strength of the business itself.
Speculate on prices and you will lose your mind watching a stock quote that changes every second of every trading day.
Be the investor. Not the speculator.
#investing
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Jun 15
Intuit $INTU is cheaper than it has ever been before.
Current Blended P/E 11.86
Normal P/E: 29.76
Estimated EPS growth: ~16%
Undervalued or Value Trap?
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Jun 8
$MU has one of the most shocking charts you’ll ever see.
After a 13% drop Friday Micron Technology was trading at a blending P/E of 18.2
Analyst expect EPS to grow 620% in FY 26, 75% in FY 27, and -2% in FY 28.
If that’s correct and the P/E in 17 in FY 28, that’s a 102% return.
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Jun 5
What stock are you buying on a pull back?
Drop the ticker and I’ll share a quick FAST Graph chart analysis.
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Jun 3
Marvell Technology $MRVL is now trading at its highest P/E ever.
In April, the stock was at $128 and a P/E of 41.
After its 32% gain yesterday, the stock is trading at $290 and a Blended P/E of 90.
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May 28
ETFs are live on FAST Graphs. 🎉
Search any equity ETF — SPY, VTI, QQQ — and dig in:
• Full Holdings tab (every position, not just top 10)
• Sector & region breakdowns
• The FAST Graph on the fund's aggregated fundamentals
You've been asking, it's here, and now you can finally see the valuation of an ETF like never before!
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May 21
Are analysts becoming MORE bullish on a stock or quietly cutting estimates?
Now you can see it visually on FAST Graphs!
Introducing Earnings Revisions Analyst Sentiment a High / Median / Low consensus toggle 📈
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May 20
VALUATION THREAD.
We asked what stocks you wanted us to analyze and this is what you asked for.
This is half the list, we will do the other half on Friday.
Follow @FASTGraphs for all our valuation threads.
x.com/FASTGraphs/status/2056…
May 19
FREE STOCK ANALYSIS.
Reply with what stock you want and I’ll reply with the chart and tell you if it’s currently under or over valued.
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May 20
CPRT (Copart) analysis:
$CPRT FG Score 86. This is one of the highest-quality businesses in the market right now, and it's on sale.
Blended P/E of 21x vs a Normal P/E of 30x. That means the stock is trading well below its historical valuation.
Fair Value: $54. Current price: $33. That's 63% upside if it reverts to the mean.
Financial Strength: 99/100. Debt to capital: 0.8%. That's basically zero debt. Growth: 76. Profitability: 73. EPS has gone from $0.21 to $1.59 over 14 years.
Analyst Scorecard: 0% miss rate on both 1-year and 2-year estimates. Analysts have never missed on this stock.
Down 48% in the past year. The chart says: undervalued.
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May 20
POET (Poet Technologies) analysis:
$POET FG Score 31. This one is tough to analyze on fundamentals because there really aren't any yet.
FAST Graphs has to use Price/Sales because there are no meaningful earnings. The Blended P/S is 397x. The Normal P/S is 103x. The stock is trading at nearly 4x its own already-extreme historical valuation.
Fair Value estimate: $3.81. Current price: $13.07. That's far above where the fundamentals say it should be.
Analyst Scorecard: 100% miss rate. On both 1-year and 2-year. Analysts have never gotten this one right.
Predictability: 13/100. The lowest of any stock I've analyzed.
Up 178% in the past year on pure speculation. This is a bet on the future, not a fundamentals play. The chart says: massively overvalued. Proceed with extreme caution.
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May 19
FREE STOCK ANALYSIS.
Reply with what stock you want and I’ll reply with the chart and tell you if it’s currently under or over valued.
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May 19
What is the first stock you’re buying if the market sells off?
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May 18
The Best Asset Allocation Strategy for Safety, Income and Total Return | FAST Graphs
youtu.be/_qrUJT7bkz8?si=-o7H…
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