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- Total posts
- 2607
- Total predictions
- 1042
- Success rate
- 47.2%
- Avg score
- 0.02
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Why invest when an ai bubble could burst?
Most people believe that the market is way too high and that an ai bubble will pop and tank the market. Yet people continue to invest. Wouldn’t it be better to invest when it actually drops? Is it a simple …
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What settings for DCF analysis do you guys/girl use?
I started out today learning DCF and was asking myself what settings the people of the r/ValueInvesting reddit thought of this.
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[Pitch] Kruso Kapital S.p.A. (BIT: KK) – Micro-Cap Pawn Lending Compounder Trading at a 4.5x P/E
# Description Kruso Kapital S.p.A. (BIT: KK) is an Italian company listed on the Milan Stock Exchange that specializes in pawn lending, providing loans secured by pledged assets. It also operates an auction house where it sells pledged items from …
BUY
Portfolio (I thought I'd dump this and some discussion)
These are what I own, and my thesis. Glad to hear any thoughts. 1. Adobe. Part of the SaaS reverse. I think the whole AI thing hammered it. Bought way too early but holding at this point. 2. Alibaba. Bought …
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SELL
The True FCF yield on the S&P 500 is running 2.51% below the 10-year treasury. That negative risk premium has shown up a few times since 1987, and it doesn't portend good things...
Two separate things are happening in the market simultaneously and most analysis treats them as separately. The Macro angle: Warsh is keeping rates flat while NGDP runs hot. Longer rates are already backing up, and that sequence historically ends one …
TARG
Maximus (MMS): ~10x owner earnings, ~40% below my intrinsic value, and the scare is a temporary $188M receivables delay
I've been digging into Maximus (MMS), a \~$3.3B government-services company trading near the low end of its multi-year valuation range. The market is treating a one-time cash-collection delay as if the earnings power broke. I don't think it did, and …
Target$105.21
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I screened 3,053 companies with 10 years of 10-Ks. 54 of them spent $1B+ on buybacks and still ended the decade with more shares outstanding.
Amazon's 10-K shows a nonzero stock buyback once in the last ten fiscal years, FY2022, at $6 billion. Every other year is effectively zero. Over that same decade, stock-based compensation ran up to $109 billion total, and diluted shares went …
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23 years old, €8k to invest Complete beginner, what would you do?
Hey everyone, I’m 23 and I’ve got around 8k that I want to invest for the long term. I’m a complete beginner and still learning. I’ve been looking at **Google** and **Microsoft**, but I’m not sure if I should buy …