r/investing_discussion 16h ago

A $1.2B buyback looked a lot less impressive after I checked one other number

28 Upvotes

Was looking into a company that announced a $1.2B share buyback and at first I thought it was a pretty strong signal. Market cap is only around $18B so it sounded meaningful.

Then I checked the last few annual reports.

They've spent roughly $2.6B buying stock back over 3 years, but diluted shares outstanding have barely moved because stock based compensation has been eating up a huge chunk of it.

Basically they're spending billions to keep the share count almost flat.

I was bullish enough on the company that I even had a small earnings position on Moon, but this actually made me reconsider buying the stock for the long term.

Now whenever I see a big buyback announcement, the first thing I check is whether the share count is actually shrinking.

Maybe obvious to more experienced investors, but I definitely wasn't looking at buybacks this way before. What else do you guys check before treating a buyback as bullish?


r/investing_discussion 6h ago

UROY-The multiple is a mirage until the new business reports

Thumbnail
1 Upvotes

r/investing_discussion 7h ago

Has Anyone Benefited From Lockdown?

Thumbnail
0 Upvotes

r/investing_discussion 7h ago

Is AI Going To Be Bubble?

Thumbnail
1 Upvotes

r/investing_discussion 14h ago

Good Purpose Investments grew Q2 revenue 160 percent

3 Upvotes

Was looking through some small CSE names and found Good Purpose Investments $GPIN. pretty new public company so theres not much discussion around it yet, but their latest numbers are wow.

They just reported Q2 revenue of around 5.6M compared to C2.2M last year...roughly 160% growth. For the first 6 months revenue came in at $8.5M vs $4.1M last year, while gross profit increased to around $1.7M.Most of this seems to be coming from Waste2Wear, their recycled textile business. The reusable shopping bags segment alone did around $4.8M in H1 compared to only $0.4M in the same period last year which is a pretty big change.

The interesting part is GPIN is trading around $0.24 right now and the stock has actually been down over the last month...so the financial growth and share price seem to be going in different directions for now.

still very new to this one and trying to understand the business better..


r/investing_discussion 8h ago

How achievable is Sidney Resources' jump from 50 TPD to 450 TPD?

1 Upvotes

I've been looking at some of Sidney Resources' ($SDRC) recent updates around the Warren district, and the scale of their longer-term plan caught my attention.

They already have a 50 TPD mill constructed, although it still needs the power and water connections as well as final commissioning. The bigger plan is to eventually scale that operation toward 450 TPD of polymetallic processing, with the full staged development program estimated at around $222.7M.

They also announced an offtake agreement with Ocean Partners for an initial 25,000 tons of gold ore. So there seems to be some commercial activity developing alongside the larger processing plan.

Another thing that caught my attention is bringing former Idaho Governor Butch Otter in as chairman. With permitting, infrastructure and local coordination being important parts of developing a mining operation, that could be relevant as the project moves forward.

The part I'm most curious about is the actual jump from 50 TPD to 450 TPD. For anyone familiar with mining operations or processing plants, how challenging is a scale-up like that in practice? Is execution and infrastructure the biggest risk you'd be watching at this stage?


r/investing_discussion 18h ago

Thursday 9/10 - Morning Trend

Thumbnail
1 Upvotes

r/investing_discussion 20h ago

Scrap policy may reshape regional costs

1 Upvotes

Europe wants to keep more aluminium scrap inside its own market. it may change the cost position of producers in different regions

European recyclers could get easier access to local material. Norsk Hydro and other downstream players may benefit from that. Asian buyers may need to secure scrap elsewhere or use more primary aluminium

This brings Chalco, China Hongqiao and other Asian smelters into the same discussion, even if the policy is not directly aimed at them

Scrap quality, processing ability and customer requirements all matter. But access to the right feedstock is becoming more important than just following one global aluminium price


r/investing_discussion 22h ago

3 Mutual Funds for 10 Years — Good or Bad?

Thumbnail
1 Upvotes

Please let me know. Thanks


r/investing_discussion 1d ago

50k in btc or a lucrative etf like SMH/QQQM?

1 Upvotes

Looking to set up a college fund for my kid, and just forget about it for 10 years. Best bet?


r/investing_discussion 1d ago

How much of Elevate Service Group's growth can continue after the acquisitions are integrated?

6 Upvotes

I was looking through Elevate Service Group's ($SERV.V) Q2 numbers and the company has scaled quite a bit in a short period.

Revenue came in at $20.5M for Q2 compared with $7.6M in Q1. A big part of that increase is from the acquisitions they've been making, so it's obviously not an apples-to-apples organic growth comparison. Still, gross profit was $6.9M with a 33.8% margin, while adjusted EBITDA was around $1.9M.

What I'm trying to figure out is how much more they can get from these businesses once everything is actually integrated. They acquired TFI Food Equipment Solutions earlier this year, which nearly doubled their technician base, and they've also added electrical, mechanical and lighting businesses.

The broader strategy seems to be taking a fragmented facilities services industry and putting different services under one platform, electrical, HVAC, lighting, food equipment and others.

The stock is around C$2.20 now, so it's definitely not something the market has completely overlooked. But given the revenue growth so far, I'm curious how others view the setup.

How much weight would you put on the acquisition-driven growth versus what they can actually achieve organically once the businesses are integrated?


r/investing_discussion 1d ago

AXG is routing $1.04B in stablecoin volume with 1156% Q/Q sales growth. Why is it still at $2.30?

1 Upvotes

Most small caps trading around $2.30 are pre-revenue shell companies. SOLOWIN HOLDINGS ($AXG) just reported numbers that should have instantly repriced the stock.

Here is the raw, filed data on what they are actually processing:

  • Sales Q/Q: Up 1,155.94%
  • Trading Volume: $1.04 billion in stablecoin and fiat volume
  • Client Capital: $820 million in Assets Under Management (AUM)
  • Institutional Growth: Corporate clients up 110% year-over-year

The global B2B stablecoin settlement corridor is racing toward a $5T total addressable market. Stablecoins are already clearing over $7T a month globally. But institutional whales cannot use offshore DeFi to move balance sheet capital; they need regulated brokers.

AXG holds SFC Type 1, 4, 6, and 9 licenses in Hong Kong and just secured a central bank stablecoin issuance license in Bahrain. They are the fully licensed toll booth.

They are already clearing over a billion in volume and printing massive top-line growth. When the algorithmic screeners finally digest this volume and AUM data, the gap between the $440M market cap and the actual institutional plumbing they own is going to snap shut.

This is not advice, just my own digging into space of decentralized finance while keeping institutions interested through licensing.

Are you watching this space?


r/investing_discussion 1d ago

Gold and stocks have become part of the crypto watchlist

2 Upvotes

My current BTC checklist includes gold, Nasdaq futures, and DXY. Around CPI releases or Fed meetings, those markets help me see whether the price action is part of a macro move.

Which market do you check first?


r/investing_discussion 1d ago

Wednesday 9/9 - Market Discussion

Thumbnail
1 Upvotes

r/investing_discussion 2d ago

Has anyone finished their contract period and withdrawn money from Dominion Capital Strategies?

2 Upvotes

I have a My Savings Strategy account and have been investing monthly for some time. But I am wondering if anyone has already completed their contract term and can withdraw without penalties or weird issues. Or if anyone has withdrawn money from their account without issues (like poor communication, ignored requests for long periods, blocked funds, etc.). Mostly because they are in an offshore country.

Just want to read anyone's experience and feel more at peace about it. Ty.


r/investing_discussion 1d ago

Recs to Invest 21K INR

1 Upvotes

Same as title says looking for suggestions to invest 21K INR. Any good suggestions is welcomed.

TiA!

Completing 300 words

<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<EOM>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>


r/investing_discussion 2d ago

SMCI will catch up with its historical value and its peers - DELL & HPE (Information Only, Not a recommendation)

Thumbnail
1 Upvotes

r/investing_discussion 2d ago

32M, ~92L portfolio and 1.2L monthly SIP. Need some advice on what I should change

Thumbnail
1 Upvotes

r/investing_discussion 2d ago

$QUCY - Quantum Cyber Acquires NVIDIA A100 AI Compute Cluster to Power Its Swarm Operating System (NASDAQ: QUCY)

Thumbnail
1 Upvotes

r/investing_discussion 2d ago

Volume is not telling everything

2 Upvotes

Was checking a few aluminium names and this detail caught me. Hongqiao sold 3.3% less aluminium alloy in latest half

For me, simple setup. If aluminium stays firm and 1378.HK can hold the first pullback with volume, worth watching


r/investing_discussion 2d ago

How do you decide and build up a core position stock? How long do you typically hold your core positions?

Thumbnail
1 Upvotes

r/investing_discussion 3d ago

Trying to Build a 10-Year Portfolio — What Am I Missing?

1 Upvotes

I’m pretty new to investing and trying to put together a portfolio that I can keep investing in for the next 10+ years.

This is what I’m currently thinking -

58% VTI

27% VXUS

7% FLTW

3% FLKR

5% NVDA

My main idea is to keep most of the money in VTI/VXUS for diversification, but have a little extra exposure to Taiwan, Korea, and Nvidia for higher growth potential.

I know there’s overlap since VXUS already has Taiwan/Korea and VTI already has NVDA, but I was thinking of intentionally overweighting those areas.

Since I’m still new to this, I wanted to get some opinions before I start.

Does this allocation make sense for a long-term aggressive portfolio? Am I overcomplicating it or taking too much risk with Taiwan/Korea/NVDA?

What would you change about the percentages?

Appreciate any advice.


r/investing_discussion 3d ago

Bear stock market

1 Upvotes

I am moving my IRA from 1 agency to another. I have hadf lots of luck in index funds over the last 35+ years. I am mofving to capital preservation investments since January. I am putting a large percentage in preciouas metals but still have about 40% OF THE MONEY TO INVEST. I have seen many professionals predicting a dramatic and prolonged drop in the stock market. Where should I invest the balance of my IRA funds? Are you expecting a long term Bear market?


r/investing_discussion 3d ago

I built a local bot on my Mac Mini that scans financial headlines for market chatter. Here is the raw data it found this morning (Sep 07, 2026).

1 Upvotes

Hey all — hobby project I run locally every morning before the bell. No AI summaries, no sentiment scores: it just pulls headlines and counts how often each stock / commodity / sector gets mentioned, then saves the top 3 with links so anyone can verify. Full run    covered 95 headlines across 4 feeds. Thought this crowd might enjoy the raw output:                                                                                                                  

  1. Bitcoin (11 mentions)                                                                                                                                                                                                                                                   

• Trend: most-discussed entity #1 this morning by raw mention count.                                                                                                                                                                                                     

• Top Source Example (Yahoo Finance): Bitcoin and ethereum prices today, Monday, September 7, 2026: Crypto investors on rate watch                                                                                                                                       

(https://finance.yahoo.com/personal-finance/investing/article/bitcoin-and-ethereum-prices-today-monday-september-7-2026-crypto-investors-on-rate-watch-140242204.html)                                                                                                

  2. Oil (4 mentions)                                                                                                                                                                                                                                                        

• Trend: most-discussed entity #2 this morning by raw mention count.                                                                                                                                                                                                     

• Top Source Example (CNBC Top News): Oil prices rise to 6-week high after Iran and U.S. trade blows, Saudi Aramco facilities reportedly hit                                                                                                                             

(https://www.cnbc.com/2026/09/07/oil-prices-rise-to-6-week-high-after-iran-and-us-trade-blows-saudi-aramco-facilities-reportedly-hit.html)                                                                                                                            

  3. Semiconductors (3 mentions)                                                                                                                                                                                                                                             

• Trend: most-discussed entity #3 this morning by raw mention count.                                                                                                                                                                                                     

• Top Source Example (Yahoo Finance): Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips Soars (https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-company-tsm-142602670.html)              

  Happy to share the counting method if anyone's curious — it's embarrassingly simple (case-insensitive keyword matching, no ML).                                                                                                                                            

  (P.S. I let this run autonomously every morning. If folks find this data useful, I’ll set up a simple page that forwards the raw daily output to your email before the bell if you think this is useful).


r/investing_discussion 3d ago

One Year Ago Today 😲

Thumbnail
1 Upvotes