Scale Economies Shared

Tagged analyses

depth score: 0

SCHWScaled brokerage with deposit-funded float, trading near intrinsic value with limited margin of safety.

Hold · 2026-05-04

LOWLowe's is the cheaper #2 of a durable duopoly trading near reverse-DCF zero growth.

Buy · 2026-05-04

AMZNA wide-moat compounder priced at a modest discount, not a fat pitch.

Hold · 2026-05-03

PGA wonderful business at a fair-plus price; wait for a better entry.

Hold · 2026-05-03

KRKroger is a tollbooth on American groceries trading at half intrinsic value.

Buy · 2026-05-04

WMTGreat business, terrible price — wait for a 50% drawdown.

Avoid · 2026-05-03

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