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GOOGL down 7%. Is this a buying opportunity?
GOOGL is down big and it is back to around PE 25. Is it now becoming cheap again or will it go even lower? Are you buying the stock?
- Total posts
- 2607
- Total predictions
- 1042
- Success rate
- 47.0%
- Avg score
- 0.02
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For those holding both an Index Fund and individual stocks...
Does that influence your decision on stock selection? For instance, if you hold SP500, it will already be heavily influenced by the MAG7 performance, so; if you do not have infinite cash you could decide to focus elsewhere? Not more …
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Is ORCL a buy at this price? for next 4-8 years hold
my avg cost for orcl is 126 ac/share, i dont have too many shares, just like 5.2 shares. I know this company has tremendous debt, but is it still worth the money for a long term hold? They are a …
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My Review/Book Report on Richer, Wiser, Happier.
In this book the author William Green interviews about a dozen value investors who beat the market over decades and gives insight into their methods, psychology, investing advice, and their biographies and trading careers. In this video I pick out …
BUY
Tractor Supply Company: LONG
why tractor supply company is the most mispriced stock on the market right now pulling data straight from their fiscal 2025 10-k and the q1 2026 10-q. wall street has completely beaten this stock down to around $29.36 per share, …
Score0.85
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Is the market overestimating the GLP‑1(Ozempic etc) risk to ResMed (RMD.AX)?
I've been trying to quantify the actual risk of GLP‑1 drugs (Wegovy, Ozempic, Zepbound, etc.) to ResMed instead of relying on the common narrative that weight loss drugs will permanently destroy CPAP demand. Starting from estimated GLP‑1 users, OSA prevalence, …
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Google Q2 update: first negative free cash flow quarter ever even as cloud grew 82%
Two weeks ago I posted a DCF here saying [GOOGL looked 30% overvalued on cash flow](https://www.reddit.com/r/ValueInvesting/comments/1upov82/google_looks_cheap_at_27x_earnings_but_a_dcf/). Just a quick update based on the Q2 report. First some good news. Cloud revenue is up a whopping 82% to $24.8 billion, and …
TARG
ORACLE Super LONG
why everyone is sleeping on oracle right now - full dcf breakdown and why orcl is an easy 200% profit and even more in the long trrm. i spent the last few hours diving deep into oracle's recent FY2026 10-k …
Target$377.52
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The "Cancelling the Saaspocalypse" Bet is Highly Volatile
Yesterday ServiceNow shares fell 6.47%, This happened because a company called Pegasystems had some bad results which they attributed to the rise of AI. Then ServiceNow announced Q2 results and in after hour trading, the stock has climbed back 5.56% …
BUY
The Cut Nobody Sees: Three Companies Collecting Every Time Your Dollar Crosses a Border
A fashion label in Lyon decides to go global. A shopper in São Paulo clicks buy. In the next ninety seconds, a currency converts, a duty calculates, a payment rail nobody in Lyon has heard of gets pinged, and a …
Score1.00
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