***TLDR:*** my fair value is around $383. Morningstar is $600. CFRA is around $550. **My dangerous assumptions:** * i looked at the past revenue growth (14+%) , the current estimates for future growth (14-18%) and i settled on 14% CAGR …
I don't usually touch stocks that are considered loss making, but I have made quite the exception for CLBS making it the third largest position I have ever held. 97% customer retention rate Dividend Share buyback No debt $30m …
The Manitowoc Company, Inc. (NYSE: MTW) represents a strong value investment because it trades at a massive discount to its annual revenue despite holding a multi-year-high backlog and a growing, high-margin aftermarket services division. Thesis Value investors thrive …
I’ve been looking at Intel lately, and despite the huge run, I’m wondering if it’s still a great buy around $130. It feels like they’re doing almost everything right right now. They’re making more money than ever, seem to be …
Hi all, Found myself reading a lot of opinion style blogs in my spare time but I'm almost up to date on all of them. Wondering if anyone has any recs? Would appreciate anything with an Australian focus since I …
Hi, I wanted to bring some new stocks upon the table. These won't be long writeups since I will covering 3 companies (part 1), and people don't like long texts. If people do ask for a longer write up for …
Big picture: H&R Block has great financials and aggressively returns its capital to shareholders, but it’s a slow growth legacy business with declining margins. P/E \~6, earnings have been slowly growing slightly ahead of inflation. The tax man is not …
Copart has a pretty good duopoly on the used car market, namely old ones that get into accidents. But they've experienced a pretty extreme drawdown, in what would have been a classic value investor, moat play. Does renaissance capital selling, …
My mental health improved drastically after clean all my positions I’m not Warren Buffet, just a Genz who personally hates MSFT, their Teams, Copilot, Outlook, I have to use their dogshit cooperate bullshit everyday I bought around 360 from march …
Am considering dumping half my equity positions and moving into short term treasuries ( 2 to 5 years duration ). Main reason for this is I’m getting closer to retirement and am in more of a wealth preservation mode as …