The Orca Fin
@axbkol.bsky.social
Former Fortune 500 executive with three decades of experience in technology, insurance, and financial markets. https://orcafin.beehiiv.com/
Here is simple shit I tend to find. No commentary required. Just read what is in the screenshot and make what you will of it. $AN
September 12, 2025 at 3:23 PM
Here is simple shit I tend to find. No commentary required. Just read what is in the screenshot and make what you will of it. $AN
So nice of them. A stake and oversight, too.
September 11, 2025 at 9:39 PM
So nice of them. A stake and oversight, too.
Psst ... long $INDA. Why? Goods and Services Tax (GST) rationalization goes into effect on the 22nd. A massive consumption boost is expected. Trump and Modi are expected to talk soon. Trade deal and GOD CANDLE. Take it for what it is worth.
September 11, 2025 at 2:50 PM
Psst ... long $INDA. Why? Goods and Services Tax (GST) rationalization goes into effect on the 22nd. A massive consumption boost is expected. Trump and Modi are expected to talk soon. Trade deal and GOD CANDLE. Take it for what it is worth.
$WING might soon ban me from their restaurants. Here we go again... LOLz. (Article from August in the replies. It is free.)
September 10, 2025 at 5:40 PM
$WING might soon ban me from their restaurants. Here we go again... LOLz. (Article from August in the replies. It is free.)
The EU just gave Trump the middle finger.
September 10, 2025 at 4:20 PM
The EU just gave Trump the middle finger.
Here is another reason why Trump wants some of the Russian oil off the market. Say it slowly: Caught between a rock and a hard place.
September 10, 2025 at 4:20 PM
Here is another reason why Trump wants some of the Russian oil off the market. Say it slowly: Caught between a rock and a hard place.
If only Buffett had bought $ORCL in 2020 instead of mucking around with $SNOW in 2020 and dumping it in August 2024, what could have been. Before any smart arse kid asks, here is the screenshot of what I said in September 2024 on my blog.
September 10, 2025 at 4:02 PM
If only Buffett had bought $ORCL in 2020 instead of mucking around with $SNOW in 2020 and dumping it in August 2024, what could have been. Before any smart arse kid asks, here is the screenshot of what I said in September 2024 on my blog.
If only Buffett had bought $ORCL in 2020 instead of mucking around with $SNOW in 2020 and dumping it in August 2024, what could have been. Before any smart arse kid asks, here is the screenshot of what I said in September 2024 on my blog.
September 10, 2025 at 3:48 PM
If only Buffett had bought $ORCL in 2020 instead of mucking around with $SNOW in 2020 and dumping it in August 2024, what could have been. Before any smart arse kid asks, here is the screenshot of what I said in September 2024 on my blog.
Oh, man, look what I found in one of my articles on my blog. Pay attention to the date: August 9, 2024. In the context of the BLS's revision, I chuckled at my rant.
September 9, 2025 at 7:42 PM
Oh, man, look what I found in one of my articles on my blog. Pay attention to the date: August 9, 2024. In the context of the BLS's revision, I chuckled at my rant.
Oh, I understand there will be a fight here between the bulls and the bears. The bulls got short-term support; those who know the whole story are sitting back and watching the fun. The support will eventually fail to hold. When will it fail? I have no idea.
September 9, 2025 at 6:40 PM
Oh, I understand there will be a fight here between the bulls and the bears. The bulls got short-term support; those who know the whole story are sitting back and watching the fun. The support will eventually fail to hold. When will it fail? I have no idea.
I had assigned an intrinsic value to WPM based on the price of gold. I covered the spectrum on the downside and the upside. I am conservative by nature when it comes to my projections, and I appreciate the fact that prices can overshoot my intrinsic value calculations. 3/3
September 8, 2025 at 11:01 PM
I had assigned an intrinsic value to WPM based on the price of gold. I covered the spectrum on the downside and the upside. I am conservative by nature when it comes to my projections, and I appreciate the fact that prices can overshoot my intrinsic value calculations. 3/3
Look at their cost basis for silver, and it hasn't changed much. 2/3
September 8, 2025 at 11:01 PM
Look at their cost basis for silver, and it hasn't changed much. 2/3
Small thread on WPM. You know why they will have a blowout quarter? Look at their cost basis for gold, and it hasn't changed much. (Charts and tables are from the end of January when WPM was trading at ~63, now ~106). No, they are not a miner, but a streamer. 1/3
September 8, 2025 at 11:01 PM
Small thread on WPM. You know why they will have a blowout quarter? Look at their cost basis for gold, and it hasn't changed much. (Charts and tables are from the end of January when WPM was trading at ~63, now ~106). No, they are not a miner, but a streamer. 1/3
Seasonally, the best period for Class 8 Truck Orders is September to December. We will now get to know how the freight industry is really doing. (Source for graph: FTR Transportation Intelligence).
September 8, 2025 at 7:37 AM
Seasonally, the best period for Class 8 Truck Orders is September to December. We will now get to know how the freight industry is really doing. (Source for graph: FTR Transportation Intelligence).
If you are bullish gold, you got to have some $WPM. It's not your regular gold miner. It is a precious metal streaming company. Quite the interesting business model. orcafin.beehiiv.com/p/precious-m...
September 6, 2025 at 8:22 AM
If you are bullish gold, you got to have some $WPM. It's not your regular gold miner. It is a precious metal streaming company. Quite the interesting business model. orcafin.beehiiv.com/p/precious-m...
$GLD, monthly chart. What do you see?
August 31, 2025 at 11:42 AM
$GLD, monthly chart. What do you see?
My friends (NOT) at $DUOL are having a nice day again today. Stock down 6%. My readers must be having some fun with this one. From 530 to 303 now. More to go... all the way to zero. They insulted teachers, and the downfall started. Karma.
August 29, 2025 at 2:17 PM
My friends (NOT) at $DUOL are having a nice day again today. Stock down 6%. My readers must be having some fun with this one. From 530 to 303 now. More to go... all the way to zero. They insulted teachers, and the downfall started. Karma.
If Finished Goods > (Raw Materials + Work in Progress) by a wide margin => falling demand or simplistically, stuff ain't moving. $NVDA
August 29, 2025 at 1:24 PM
If Finished Goods > (Raw Materials + Work in Progress) by a wide margin => falling demand or simplistically, stuff ain't moving. $NVDA
Hypocrisy at its finest.
August 29, 2025 at 6:52 AM
Hypocrisy at its finest.
And Trump thinks Modi will talk to him? 😂
August 26, 2025 at 6:21 PM
And Trump thinks Modi will talk to him? 😂
Once you understand this screenshot, you will understand why Google is not undervalued and will never be fully valued to its full potential. Also, read up on what a HoldCo discount is. $GOOG $GOOGL
August 26, 2025 at 12:54 AM
Once you understand this screenshot, you will understand why Google is not undervalued and will never be fully valued to its full potential. Also, read up on what a HoldCo discount is. $GOOG $GOOGL
@beehiiv.com recently launched a recommendation program where newsletters can refer others. I am happily surprised that The Orca Fin is now being recommended by 100+ newsletters. Again, quite surprised, indeed, but I will take it.
August 23, 2025 at 10:27 PM
@beehiiv.com recently launched a recommendation program where newsletters can refer others. I am happily surprised that The Orca Fin is now being recommended by 100+ newsletters. Again, quite surprised, indeed, but I will take it.
This is hilarious. Gavin trolled his way into the President's head.
August 21, 2025 at 6:59 AM
This is hilarious. Gavin trolled his way into the President's head.
$MSTR issues new equity guidance. The beginning of the end? Who remembers what happened in March 2000 with MSTR?
August 18, 2025 at 10:48 PM
$MSTR issues new equity guidance. The beginning of the end? Who remembers what happened in March 2000 with MSTR?