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META Q2 2025 Earnings: Capex & AI Spend Thoughts (META)

META Q2 2025 Earnings: Capex & AI Spend Thoughts (META)

23 Oct 2025 4 min read Earnings Analysis
Our meta q2 2025 earnings thoughts capex and ai spend for Meta Platforms (META) focus on capital allocation and future growth drivers. Understand how these impact intrinsic value.
Oracle's Multicloud Strategy: AWS Benefits & Stock Analysis (ORCL)

Oracle's Multicloud Strategy: AWS Benefits & Stock Analysis (ORCL)

23 Oct 2025 4 min read Deep Dive
Explore Oracle (ORCL)'s multicloud strategy, focusing on technical benefits for AWS users. Understand its business, moat, and how to value the stock using Screenwich.
Why Value Investing is the Best Strategy for Long-Term Wealth

Why Value Investing is the Best Strategy for Long-Term Wealth

23 Oct 2025 3 min read Investment Learning
Discover why value investing is the best strategy for building lasting wealth. Learn the core principles, step-by-step analysis, and common pitfalls to avoid.
ARM (ARM) Licensing vs Royalties Business Model Deep Dive

ARM (ARM) Licensing vs Royalties Business Model Deep Dive

23 Oct 2025 4 min read Deep Dive
Understand ARM Holdings' powerful arm (arm) licensing vs royalties business model deep dive. This analysis covers its moat, growth drivers, risks, and how to value ARM using Screenwich's tools.
Choosing Terminal Growth Rate for DCF 2025: A Guide

Choosing Terminal Growth Rate for DCF 2025: A Guide

23 Oct 2025 4 min read Investment Learning
Learn how to choose terminal growth rate for DCF 2025 with this expert guide. Understand principles, common mistakes, and a step-by-step approach for accurate intrinsic value estimation.
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