vcov

#币安神算子 123

Value Investing
SCI (Service Corporation International) is the leading funeral services company in North America. Although the business may seem “niche,” its key characteristics are rigid demand, high industry concentration, and its cemetery pre-sales business can generate relatively stable cash flow.

In 2026 Q2, the company reported revenue of $1.103 billion, up 4% year over year. Adjusted EPS was $0.90, up about 2%. Operating cash flow was $239 million, up 43% year over year. Even more worth noting is that the company raised the midpoint of its 2026 adjusted operating cash flow from $1.035 billion to $1.085 billion, while keeping its full-year EPS midpoint guidance at $4.20.

Logically, SCI is a classic “low-growth + high cash flow + long-term compounding” business. The main takeaway is not explosive growth, but rather pricing power, cemetery pre-sales, cash flow, and buybacks/dividends.

Of course, the valuation implied by the current stock price, the interest rate environment, and changes in the mortality rate are all factors that are worth continuing to invest in #SCI #美股投资 #BTC

BTC has been hovering around 63000 for a while now, and I’m starting to think this isn’t just a simple consolidation.
When everyone is waiting for a massive drop to buy the dip, the market often doesn’t hand out opportunities easily; when folks start believing the bull market is back, the reaper might already be raising his scythe.
Right now, the most interesting part isn’t the price, but the sentiment. The bears think we haven’t hit the bottom yet, while the bulls are convinced we’ve already found it. Both sides have valid points, but the market doesn’t care about logic.
I’m more inclined to believe that before a significant rally kicks off, there will definitely be a shakeout that makes most people question their existence.
Is 63000 the bottom? Or is it a stronghold for the big players?
Time will tell.
Before the answer appears, managing your position size is more important than predicting the direction. $BTC