Ah, the classic financial "analysis" that demands more from your browser than your brain πŸ€–πŸ’Έ. Apparently, the markets can't handle tech giants unless you've got #JavaScript and #cookies on speed dial πŸͺπŸ”. Truly, the pinnacle of modern journalism! πŸ“°πŸ™„
https://www.economist.com/finance-and-economics/2026/06/01/can-the-stockmarket-swallow-anthropic-spacex-and-openai #financialanalysis #techgiants #modernjournalism #HackerNews #ngated
Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

Watch out for indigestion

The Economist

πŸ’‘ Insight krusial yang harus kamu baca hari ini.

"The Spirit Airlines Implosion: A Harbinger of Change in the Budget Airline Industry?"

πŸ”— Akses repositori/dokumentasi: https://www.forumena.com/the-compliance-tax-menambal-kebocoran-triliunan-dolar-di-2026/

#airlines #budgettravel #financialanalysis

Chart of the Day: The Hateful Eight is 85% of S&P 500 Decline

The former Mag 7 + Oracle are the main culprits in index decline this year

Paul Kedrosky
β€œSo these are uneasy times β€” the kind of times in which #investors can be rattled by an alarmist #financialanalysis that goes viral.” open.substack.com/pub/paulkrug...

When Extraterrestrials Attacke...
When Extraterrestrials Attacked the Stock Market

Actually it was a Substack post, but the reaction was telling

Paul Krugman

And voila!

Vinci's implied share price ➑️ €206.1.

Share is trading at an implied *discount* of €73.7 per share!

Read full blog post here: https://thebarnblog.substack.com/p/company-valution-a-hands-on-guide

(9/9)

#Investment #ValueInvesting #Finance #FinancialAnalysis #Markets #Stocks

Company valution: A hands on guide with Vinci

Valuation series

The Barn
#Anthropic launched #ClaudeOpus 4.6, an AI model with improved #coding, #tasksustainability, and #professionalwork output. This marks Anthropic’s first major model launch of the year, following three releases last year. The model excels in coding, planning, code review, debugging, and #financialanalysis, and is available through various platforms. https://www.cnbc.com/2026/02/05/anthropic-claude-opus-4-6-vibe-working.html?eicker.news #tech #media #news

Important info from last week's #validation series ℹ️

Only #Strabag receives a red light on balance sheet optionality, but checking against other metrics will give us a more complete picture. βš–οΈ

Graph below doesn't say a thousand words?

Read the blog post instead: https://thebarnblog.substack.com/p/money-well-spent

#TheBarnBlog #Validation #Investing #ValueInvesting #FinancialAnalysis #Markets

πŸ“’ Check out the validation overview from last week's blog post!

Plenty of yellow and red lights, but who gets disqualified?

Or read here: https://thebarnblog.substack.com/p/money-well-spent

#TheBarnBlog #Investing #ValueInvesting #FinancialAnalysis #Markets #Stocks

Hey people of #Mastodon! πŸ™‹

I'm struggling to find people to follow in the (tools for) #valueinvesting and #financialanalysis space.

Please recommend relevant profiles in the #Fediverse, or hashtags for that matter.

Tack! πŸ™

Sometimes it's better to be the CEO than the owner of the company. For some of the companies below, this happens more than for others. πŸ™ˆ

Full blog post: https://thebarnblog.substack.com/p/should-the-ceo-have-a-greater-return

#TheBarnBlog #Validation #Investing #ValueInvesting #FinancialAnalysis #Markets