I think Better Home & Finance ($BETR) is an interesting situation for value investors because there are really two separate things happening at once: a deeply out-of-favor mortgage business operating near the bottom of its cycle, and an unusually aggressive …
Dear Value investors, I have read the older threads on the “Korean discount” and the value trap stocks in both Korea and Japan. What are your thoughts and latest experience on the effect of the newly implemented government regulations in …
Bilbili I once told my dad i would never buy a chinese stock. Yet here I am only buying 1 chinese stock for the last 3 months of my chump change investing schedule. And it keeps getting cheaper, and i …
GOOG currently has a debt total of 120 billion and a net cash of 121 billion, i.e. a net debt of -121 billion, so given that their FCF turned negative last quarter, why are the signs on their debt/FCF and …
Been chatting with the llms to get lucky who came up with this system. Not paying for anything other than the entry level llm subscription. The connectors are free tier, hence limited. **The System:** Every stock has to clear 4 …
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Q2 operating profit and forward PE 1. NVIDIA $63.7B 23.5 2. Samsung Electronics $58.5B 3.7 3. Saudi Aramco $57.1B 14.8 4. SK Hynix $43.9B 5. Alphabet $40.8B 22.4 6. Microsoft $40.6B 21.1 7. Apple $35.7B 34.7 8. Micron $33.3B 6.5 …
I'm new to this but looking to learn more. My understanding is that traditional value investing doesn't give much thought to the macroeconomic or geopolitical landscape and assesses businesses by the numbers. So where do you set invalidation points or …
I don’t think P/E ratios alone tell you whether a stock is good value. What about the quality of the underlying business, its moat, growth runway, competitive position, capital efficiency, and durability? With that in mind, which do you think …