Posts
Pepsi? Is that an opportunity or a value trap?
Recent Pepsi values seem tempting. Moreover, they are offering good dividend yields as well. Indeed growth is slowing though. Even though there is some headwind, based on its brand value, and very low P/E, is that an ideal position to start in Pepsi?
Value Investing is Dead (No AI)
Value investing as defined by most of its successful practitioners like Buffet, Peter Lynch is Simply Dead, a Young 30 year old Buffet would have agreed with me, in the end efficient market comes for us all , there was a great era 1950-2020 where in many markets it would …
D'Ieteren: the market values Belron at ~11x EBITDA, but the €32bn number everyone quotes is weaker evidence than it looks
**TL;DR** - At €169, D'Ieteren's price implies Belron (Carglass/Safelite) is worth about 10–11x EBITDA. At 14x, D'Ieteren's 50.3% stake alone would be worth more than the whole share price. - The famous €32.2bn Belron valuation (Oct 2024) came from minority holders buying an extra **1.4%** from another minority holder. That's …
Would Buffet still recommend Accounting? With AI etc now
Have seen him recommend it in the past as it is the 'language of business' wonder if he would still recommend it now either learning it to understand business/ investing better or as a career, now that AI has become so widespread etc
Politicians are selling a lot more than they are buying
At least in the US, politicians are selling 2:1 bs buying. Something is about to go down or they are getting ready to dump money into the Anthropic IPO. Or maybe to fund mid term campaigns. What are you guys thinking? https://sharevalue.ai/politicians?view=stocks
Have you ever considered investing in something outside the stock market?
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Could SpaceX’s Starlink Mobile Push Make Lumen Technologies More Valuable?
SpaceX’s latest move into wireless service may be one of the most important telecom stories of the year. The company is no longer just talking about satellite texting or emergency coverage. It is moving toward becoming a real mobile network competitor. According to Reuters, SpaceX has agreed to acquire a …
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My take on ADBE as ex SWE at Adobe
I see a lot of people posting here about how Adobe is a value stock, and I disagree with that. So I wanted to explain why I think Adobe is more of a trap than a value stock. I was working at Adobe until about 6 months ago. I may …