OracleOfDelphi

Recent posts

• Is Moby-Dick actually about whaling, and have we been too clever about it?

  A third of Moby-Dick is whale taxonomy, and its first readers took the book at its word. The obsession reading arrived thirty years after Melville died.

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• Kenvue ($KVUE) drop is an emotional overreaction

  Since around July the stock has been dropping from 22$ to current 15$. The administration proclaimed that Tylenol is a potential root cause of autism in unborn babies on September 22, although it is likely that insiders knew and traded the stocks before that (Buy the rumor, sell the news…). Without getting political, we can do an analysis assuming that everything the administration mentioned is correct and Tylenol does indeed increase the chance of Autism in unborn babies...

• UPS ($UPS) and Fedex ($FDX) are undervalued

  The percentage of sales online continues to grow vs in-person. Amazon Deliveries are the main competitor coming up, and new competitors without the backing of one of the largest companies in the world, face an uphill battle to get in an industry largely dominated by UPS, Fedex and USPS. In this analysis we will focus on UPS, as I consider it the best opportunity out of current parcel delivery services. Many of the reasons I have for UPS apply to Fedex and other, hence diversification may be...

• Tesla's stock price is divorced from reality and it makes no sense to bet against it, but rather to ignore it

  In martial arts, in war, in politics… in life overall there’s a shared concept about hitting your opponent in their center of gravity. This is, where it hurts most . In organizations, groups, movement…