Today
- CMCSAEntered your value zone at $30.88 on 26 Aug.
- PYPLModel v417 → v418: blended value $109 → $118; your zone moved with it.
- NKEQ1 call on Friday after the close; the briefing lands within a minute of the call ending.
- InsidersBought two of your names this week. Plus sends these the day they are filed.
Refreshed with the letter. Value-zone crossings still arrive by email the moment they happen.
- ModelPYPL Model v417 → v418: blended value $109 → $118, score 87 → 91.“FY27 revenue growth six to seven per cent, up from four to five” — Q4 call, prepared remarks.
- ZoneCMCSA entered your value zone at $30.88.Price $27.01 against a zone that opens at $30.88, twenty per cent under our $38.60.
- SignalNVDA EVP and two directors bought $3.1M inside 48 hours.Three Form 4 filings, all discretionary, 9% of their holdings.
Comcast now sits 30% below our value, against the 20% margin you set
Your note of 3 Aug asked to re-read the cable thesis if it entered the zone; it did, on 26 Aug.
Comcast, the pageThe strongest insider signal on NVDA in fourteen months
All three purchases discretionary, 9% of the buyers' holdings, two days before the Q2 call. On your watchlist.
The filingsTech crossed 70% of your equity
Measured against your own target of 55%. Health score 64 → 61.
Portfolio healthYour portfolio. Your exposure: 34% semiconductors; two of your names had insider buying this week.Portfolio
NVDANvidia
CMCSAComcast
NKENike
PYPLPayPalNVDANvidiaCMCSAComcastNKENikePYPLPayPalNVDANvidiaCMCSAComcastNKENikePYPLPayPalNVDANvidiaCMCSAComcastNKENikePYPLPayPalNVDANvidiaCMCSAComcastNKENikePYPLPayPalNext on your calendar3 Sep NVDA · Q2 earnings4 Sep NKE · Q1 earnings18 Sep INTU · Investor dayAll signals
Design preview: illustrative figures throughout, invented and tied to no live run and no real company’s accounts. Analysis is not advice and nothing here is a recommendation to buy or sell any security.
Insider, fund and congressional disclosures are shown with the lag between transaction and filing, because that lag is part of what a row means. Valuations are model output under stated conventions, reproducible only from a run’s own recorded inputs, version and vintage.