Hi all, I have adressed this topic earlier but given the insane valuations the topic should be revisited in this sub imo. Regional Bank stocks have insane EPS growth, attractive P/E ratios and interesting dividend yields/buybacks. Has anyone looked in …
For example you fucked up and sold your index funds and now everything is higher than before including individual stocks. Do you buy back in or wait it out?
I am studying NU, and I am still unsure wether it's undervalued or not. I understand that the market is pricing in South America risks, but this growth and those margins are very rare at those multiples. My take is …
I regularly listen to Berkshire Hathaway meetings from years gone by, on YouTube and Apple Podcasts. It soothes me and I find it very interesting. Whilst listening to an “episode” I heard Warren recommend the book “Where are the customer’s …
I think Deckers is one of the few genuinely great businesses trading near a fair price right now. If I'm missing a red flag, please let me know. Mostly I want you to invert it. Quick recent history... Two years …
I’ve been watching minimed MMED since its recent IPO, finally dipped my toes in at 10.87. Anyone into medical device stock that’s taken a look?
It's actually all derived from a YouTuber called Defiant Gatekeeper. If you don't know him, he makes very valuable videos about investing based on macro indicators. It's all based around the relationship between the Fed rate and the balance sheet, …
Mestek (MCCK) has a market cap of $535MM. It has $406MM in cash + investments on its balance sheet. So, cash + investments make up 75% of its market cap. Also, it has no significant debt (only \~$7MM). That means …
Been bag holding meta since last yr with entry price in mid $600. Was sitting on negative returns for past 12 months. But past few days, I believe the stock is finally turning around. Any dips are being instantly bought …
Many people eye Netflix recently due to huge price decline lately, people see huge growing profits and potential of a big recovery like this stock did in the past. What I see it's a company that is worth more than …