Stock cut to 1/3 of it's value from a year ago, They have cash cow from the co star terminal ( like a Bloomberg terminal for commercial real estate). They also have apartments stie and lands site that are a …
Why are SO MANY people down on brk.b lately please? are there any of you out there that think the returns are going to be positive? I am not talking about beating the index, I am just talking about beating …
Looking at stocks like Berkshire and its holdings, and others that are similar. Are we in a market where the most popular companies win regardless of fundamentals? When I say most popular I’m mostly referring to big tech, don’t get …
I get nike, lulemon, maybe tesla from a value perspective But why? **1. Intuit 2. Tradedesk 3. Snap** I think these are coming into value range. What else is coming into value range? Does anyone here agree on anything? Its …
**Which tickers or companies do you personally consider permanent avoids?**
For context, i position my portfolio as the following: Core Holdings (30-35%) - RSP, VXUS, VHT High Conviction (45-55%) - NVDA, MU, AMZN, LLY Moonshots (10-15%) - IBIT, RKLB, OUST aside from IBIT, i use my “Moonshots” to swing trade, …
Hi everyone, What do you think about Adobe stock (ticker: ADBE)? The company is far below its own fair value based on all of my models, presenting a really great opportunity while the whole company has record high revenue and …
Vistry is a UK based Homebuilder, with a highly leveraged Balance Sheet and substantial amounts of capital tied up in unsold built homes. They're aggressively discounting these homes to increase cash generation and reduce Debt. This strategy fixes the problematic …
Been eyeing this stock for a while now and haven’t heard anyone really mention it. A superconductor/transformer company operating in US and globally (USA + LATAM biggest market but decent chunk of operation for renewables in India/SEA). P/E of 10, …
They just sky rocketed when i bought them but how much more can they go up? I don't get stocks like these. They went down because of AI taking over but now they are up?