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📌 Browsing Investing ▸ Tagged #software

Frederic Marsanne  ·  Open

Insider buy (CEO) seems promising.

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Passion(s): Investing Stocks
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Frederic Marsanne  ·  Open

🛢️ Follow the Insiders

New CEO.

New insider purchase.

Buffett owns 26%.

$7.1B debt reduction.

Carbon capture optionality.

Could OXY be far more than an oil company?

Read the complete breakdown👇

https://funanc1al.com/blogs/insider-purchases-inside-the-…

#Investing #Stocks #Energy #Value

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Passion(s): Investing Stocks
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Frederic Marsanne  ·  Open

💻 New Follow the Insiders

GitLab ($GTLB)

✅ Triple CEO buying

🤖 AI tailwinds

💰 $400M buyback

📈 Strong free cash flow

One of enterprise software's most interesting long-term stories?

👇

https://funanc1al.com/blogs/insider-purchases-inside-the-…

#Investing #Software #AI

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Passion(s): Investing Stocks
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Frederic Marsanne  ·  Open

🧬 New FunStock

Absci (NASDAQ: ABSI)

✔ Another insider buy

✔ Eli Lilly invested

✔ Institutions own ~83%

✔ AI-powered drug discovery

Could the original investment thesis be getting stronger?

👇

https://funanc1al.com/blogs/insider-purchases-inside-the-…

#Biotech #AI #Investing #GrowthStocks

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Passion(s): Biotech Investing Stocks
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Frederic Marsanne  ·  Open

💳 New FunStock Deep Dive

PayPal now trades at roughly 8× earnings despite billions in free cash flow and aggressive share buybacks.

Value trap?

Or one of fintech's most misunderstood opportunities?

Our latest analysis explores both sides.

https://funanc1al.com/blogs/insider-purchases-inside-the-…

#PayPal #PYPL #Investing #Stocks

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Frederic Marsanne  ·  Open

Lovesac isn't simply selling sofas.

It's building a modular platform customers can keep expanding for years.

Sometimes the best businesses grow alongside their customers.

https://funanc1al.com/blogs/value-investments-for-your-st…

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Frederic Marsanne  ·  Open

🧬 Moderna isn't simply building vaccines.

It's building a programmable medicine platform.

Cancer.

Autoimmune disease.

AI.

Rare diseases.

Could this become one of biotechnology's defining companies of the next decade?

https://funanc1al.com/blogs/we-just-had-an-epiphany/moder…

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Frederic Marsanne  ·  Open

🩺 FUNSTOCK

Abbott Laboratories:

👑 Dividend King

🧬 Exact Sciences acquisition

📱 FreeStyle Libre growth

💰 Insider buying

⚖️ 16x forward earnings

Not flashy.

Just quietly building one of healthcare's most durable franchises.

👇

https://funanc1al.com/blogs/insider-purchases-inside-the-…

#ABT #Healthcare #Stocks

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Frederic Marsanne  ·  Open

⚖️ FUNMACRO

Goldman Sachs and JPMorgan warn that $165 billion of stock selling could hit markets.

But the real story may be:

🤖 Crowded AI trades

💸 Record leverage

🌳 Expensive valuations

⚖️ Humility becoming an asset class

Markets owe us nothing.

Life still pays dividends. ☀️

👇

https://funanc1al.com/blogs/carpe-diem/%E2%9A%96%EF%B8%8F…

#Markets #Stocks #AI

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Frederic Marsanne  ·  Open

🥑 FUNSTOCK

Mission Produce insiders just deployed nearly $7.9M into AVO shares.

Meanwhile:

🥑 Calavo merger

🥑 $100M buyback

🥑 1.6M new households

🥑 44% analyst upside

Apparently, Americans remain deeply committed to guacamole.

Holy guacamole.

👇

https://funanc1al.com/blogs/insider-purchases-inside-the-…

#Stocks #AVO #ValueInvesting

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Frederic Marsanne  ·  Open

EquipmentShare:

💰 Founder buying

🚀 38% growth

🤖 AI platform

📈 55% margins

⚠️ Heavy spending

Question:

Bulldozers?

Or information?

https://funanc1al.com/blogs/recent-ipos-growth-stocks-unc…

#EQPT #AIStocks #Investing

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Frederic Marsanne  ·  Open

🐎 Equity.

⚖️ Fairness.

😂 Horses.

Jason Zweig may have found one of the funniest truths in finance:

Markets promise opportunity.

Not equality.

https://funanc1al.com/blogs/carpe-diem/%F0%9F%90%8E-equit…

#Investing #BehavioralFinance #JasonZweig

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Frederic Marsanne  ·  Open

Six Flags:

💰 Insider buying

🐋 116% float ownership

🎟️ Pass growth

📈 EBITDA improvement

⚠️ Heavy debt

Question:

Roller coaster?

Or turnaround?

https://funanc1al.com/blogs/insider-purchases-inside-the-…

#Investing #TurnaroundStocks #FUN

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Frederic Marsanne  ·  Open

SPCX will be a huge stock market winner, no doubt.

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Frederic Marsanne  ·  Open

Interesting setup:

🐋 Institutions own 108% of shares

📉 Shorts remain elevated

💰 Forward P/E near 9

🤖 AI fears dominate

🚀 Project Leap targets major savings

The debate:

Is AI destroying value?

Or simply reallocating it?

https://funanc1al.com/blogs/insider-purchases-inside-the-…

#Stocks #Investing #AI

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Frederic Marsanne  ·  Open

Interesting setup:

💰 Record fee earnings

🚀 $40B dry powder

🌎 $885B capital responsibility

👨‍👩‍👧‍👦 Private wealth migration

📉 Giant GAAP losses

Sometimes accounting resembles modern art.

Confusing at first.

Expensive.

And somehow worth billions.

https://funanc1al.com/blogs/insider-purchases-inside-the-…

#Investing #PrivateMarkets #STEP

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Frederic Marsanne  ·  Open

🧗 PASSION: Investing

Sometimes a company doesn't need to become perfect.

It simply needs to stop falling.

Interesting setup:

👟 The North Face

🛹 Vans

🥾 Timberland

💰 Insider buying

📉 PEG ratio: 0.40

🐋 Institutions own 92% of the float

Turnaround seeds?

https://funanc1al.com/vf-corporation-vfc-turnaround?utm_s…

#Investing #ValueStocks #VFC

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Frederic Marsanne  ·  Open

⚛️ QNT may be one of the market's wildest moonshots.

Highlights:

🚀 $1.68B IPO

💰 $24M insider buying

⚛️ Trapped-ion quantum computing

🤖 AI applications

💸 Massive losses

🌌 Huge ambitions

Small position.

Big dreams.

New FUNanc1al deep dive:

https://funanc1al.com/blogs/insider-purchases-inside-the-…

#QuantumComputing #AI #Stocks

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Frederic Marsanne  ·  Open

📈 Carpe Diem, compounders edition.

Hamilton Lane ($HLNE) isn't trying to pick winners in private markets.

It's collecting tolls on a trillion-dollar highway.

💰 $10M+ insider buying
📈 Dividend +11%
🏦 Institutions everywhere
📊 Valuation down sharply

Sometimes the smartest play isn't owning the casino.

It's owning the cashier.

https://funanc1al.com/blogs/insider-purchases-inside-the-…

#HLNE #Investing #CarpeDiem

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Frederic Marsanne  ·  Open

⚡ Celsius ($CELH) is getting VERY interesting.

🧠 Insider buying spree
📈 Revenue +138%
🏦 PepsiCo distribution machine
🔥 PEG ratio near 0.33
📉 Shares still massively below ATHs

The market may still see “energy drink hype.”

But operationally?
This is becoming a serious consumer platform story.

https://funanc1al.com/blogs/stocks/celsius-holdings-celh-…

#stocks #CELH #growthstocks #investing #wallstreet #FUNanc1al

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