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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", mungofitch asked the members: "As for why the purchases stopped (for a while), perhaps the recent acquisition was seen to be somewhat counter to the capital allocation plans that Mr Buffett thought had been promised?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Falling Knives
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Author: ajm101 ✶  😊 😞
Number: of 1216 
Subject: Re: sliding knife - ptc 1yr low
Date: 10/07/26 10:07 PM
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No. of Recommendations: 1
What a great trade, congrats!

On one hand it's a bullish acquisition on datacenter buildout to meet AI demand. On the other hand, I'd expect companies like PTC to be more likely to be disrupted by AI and it's getting acquired at a 20 EV/adjusted EBITDA multiple. I'm struggling to understand this market.

But 50% in 4 months speaks for itself. Bravo.
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This community has written 1,206 posts about Falling Knives. The article-length ones it recommended most:
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