Hello, guys! I have been investing for quite some time into ETFs. However, I want to try my luck with stocks also. I am writing this post if anybody can share with me some know-how on how to assess the …
I’ve been looking at GRVY, and it seems massively undervalued. At \~$60/share and \~6.9M shares outstanding, the market cap is around \~$420M. The company’s book value is around \~$440M, with over 400M in cash on the books. So the market …
Small LPG tankers company, 5.87x P/E, which is pretty low for carriers. They own a fleet of tankers and all debt are paid off. Strong earning thanks to the Iran situation, currently dipping because of the peace deal, however traffic …
The market have completed decoupled from reality regarding SaaS stocks. Microsoft, Meta, Adobe, ServiceNow, Intuit, Salesforce, SAP etc have all posted triple beat earnings in the last 4 quarters and raised guidance. In some cases earnings have accelerated since the …
This price action is getting pretty interesting. Bullcase: Saaspocalypse is overplayed - especially for businesses like salesforce that are heavily customer-centric. Vibecoded software is yet to eat any business. Salesforce is actually well-positioned to productize and profit from agentic sales …
Hello everyone I hope your all well, to start I wanna apologise because Im sure that this forum receives posts like this all the time. Ok so heres the deal I just turned 18 not too long ago and just …
***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 …