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FMC Earnings Call Post-Mortem: Barely Passing the Test
Commercial action word games, an $800M tax asset write-down, and a valuation so cheap it forces me to hold—even after a 30% rally.
Nov 1
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SolidMan Capital
1
October 2026
FMC Slashing Q3 Guidance: The Survival is Safe, but the Waiting Room Just Got Longer
Short-term liquidity isn't dead, but high interest costs will drag down earnings. Here are the 3 non-negotiable questions I need answered on October…
Oct 16
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SolidMan Capital
2
Q3 2026 Portfolio Review: Kicking Off a New Habit & Portfolio Updates
Outperforming the S&P 500, swapping out shipping & municipal bond insurance for AI memory, and holding 4 concentrated bets.
Oct 4
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SolidMan Capital
5
September 2026
The Typical Value Investor's Boring Stock: Use other people's money to work for me.
No crazy AI hype, no 50% revenue growth. Just a 4x leverage float, profitable core business & a shrinking share count.
Sep 13
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SolidMan Capital
2
A Value Investor's Answer to the AI Craze: SK Hynix
Value investing isn't about buying boring old companies. It’s about paying the right price—even for the biggest technological shift of our generation.
Sep 7
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SolidMan Capital
1
July 2026
A 5-bagger that hedge funds can’t buy (but we can)
FMC Corp dropped 90% after its big patent expired. But with a $1B debt payoff and brand-new patented stuff coming out, getting back on track is just a…
Jul 30
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SolidMan Capital
3
First Post: I traded forex and day-traded stocks for 10 years. Here is why I quit and went all-in on value investing.
From getting wiped out by a black swan to paying thousands in fees—why value investing is the only way I sleep soundly at night.
Jul 20
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SolidMan Capital
3
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