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Melting Ice Cube
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Melting Ice Cube
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depth score: 0
FOX
Murdoch's cable-and-sports toll road throws cash, but the bridge is shrinking.
Hold · 2026-05-04
FIS
Bank-tech utility trading at 19% of base IV after Worldpay extraction.
Buy · 2026-05-04
FOXA
Cable news cash machine, but the price already pays for the dream.
Hold · 2026-05-04
MO
Altria is a melting ice cube priced for melting; a fair Hold, not a buy.
Hold · 2026-05-04
NTAP
Sticky enterprise storage at half of base IV with mid-teens ROIC.
Buy · 2026-05-04
EPAM
High-quality engineering shop on sale, but the customer is rebuilding the engine in flight.
Hold · 2026-05-04
PM
Wonderful tobacco economics, terrible price, and a Munger veto on the ethics.
Avoid · 2026-05-03
INTC
Intel is a turnaround bet on physics and policy, not a compounder.
Too Hard · 2026-05-03
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