Student of Value
Subscribe
Sign in
Home
Notes
Archive
Leaderboard
About
FactSet: From Quality-at-Any-Price to Moat-at-a-Reasonable-Price
Why an AI panic and a growth scare may have created a durable compounder on sale
Jan 31
•
Student
5
1
Latest
Top
Discussions
Annual Review 2025
Four Big Ideas, One Wild Year, and the Case for Stock Picking
Jan 11
•
Student
4
1
Planet Labs: Change of Narrative
Recent Developments at Planet Labs - From Space Operator to AI Infrastructure Play
Dec 20, 2025
•
Student
2
The State of AI
AI Tools for (Stock) Research
Sep 28, 2025
•
Student
3
Small Satellites Here, There, Everywhere
EnduroSat's Founders Fund Led Series B | Planet Labs Latest Results | Data-as-a-Service | Constellation-as-a-Service | Building Satellites where You…
Jun 2, 2025
•
Student
Zooming in on Micro-Cap Microbix
Antigens, Quality Assessment Products, and the Kinlytic Opportunity
May 21, 2025
•
Student
2
1
Huntington Ingalls The US Navy
Huntington Ingalls Industries (HII), the largest military shipbuilder in the United States, occupies a critical role in national defense infrastructure.
Mar 5, 2025
•
Student
4
1
Release the Kraken!
Navigating the Depths of Robotic Innovation
Feb 16, 2025
•
Student
1
See all
Student of Value
Compounding with Mr Market and a Margin of Safety
Subscribe
Recommendations
View all 11
Net Interest
Marc Rubinstein
Musings on Markets
Aswath Damodaran
scuttleblurb
scuttleblurb
Liberty’s Highlights
Liberty
Exploring with Alluvial Capital
Dave Waters
Student of Value
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts