Streets Value
@alpha_streets
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Stop guessing. Start compounding. 📈 I turn complex, institutional research into actionable moves Follow for investing ideas (valuation + catalyst + risk)
New York
Joined November 2025
Institutional-grade research street-level access. Link in bio
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Guy Spier latest quarter! Lots of changes and OUT of lots of amazing companies $GOOGL $MU $BABA What are we missing?
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"The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage." Warren Buffet $MA $MASTERCARD @Mastercard
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Don't get consumed by news headlines "Credit card and credit card issuer stocks feel the burn of Trump's call for 10% interest rate cap" do your research always. Here is our view. Visa and MasterCard operate credit-card networks but don't lend to consumers, so lower interest
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Are you aware of this Screen? GOLDEN SIGNAL. We compare store all Super Investors, Insiders and Senate trades, and then make available in one screen to see consensus by time windows. Are they all buying $NFLX? Find out inside, and why. Screeners Page. #investing #StockMarket
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$AMR & $NKE insiders adding to their positions.. I'm definitely watching how this develops. Other interesting movements in $CELH $INSM $GOOGL and lots of selling in $NVDA
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$COP $CVX $XOM 🇺🇸🛢️ The "Venezuela Connection" runs deep for these 3 US giants. Despite the geopolitical rollercoaster of the last 30 years, these majors have maintained the financial strength to remain "Quality" investments. 🔹 $CVX (Chevron): The only US major still operating
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Entering my Watchlist $EVGGF Evolution AB (publ) aka. the world's leading B2B provider of live casino games.
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One year in review as we close the 2025 year for the market. 🟢Gainers: 307 Companies 🔴Losers: 193 Companies Huge year for stocks: 🟢 $GOOGL +64% 🟢 $NVDA + 37% 🟢 $PLTR +139% 🚀 🟢 $AVGO +48% 🟢 $LRCX +144% 🚀 🟢 $GE +85% 🟢 $AMD +76% Not such a great years for names like:
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Do your research, know the value and patience, have lots of patience. "Investing should be more like watching paint dry..."
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is $AMZN one of the best opportunities in plain sight for 2026. Some info below. Buffet owned, impressive margins and ratios, and growth still in full throttle
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This is HUGE! First Page that combines Tracking Super Investors + Senate Trading + Insiders in a single Screener! Come and check us out. BTW $NFLX and... dont say no more, come and see
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Discipline and stomach goes a long way in the stock market
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“The big money is not in the buying and selling, but in the waiting.” Charlie Munger $MA amazing risk/reward opportunity
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$NFLX contradiction. By DCF looks cheap, by Fair Value expensive, but insiders and investors are pilling in... Plus the catalysts of Warner Bros possible acquisition
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The Verdict: $NFLX Price is down, but insiders are looking at $138+. Are you following the flow or fading the move?
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