Posts
What is your long term hold.
Hey everyone just curious, what are your guys long term stocks? Any decent stocks that are good through recessions? I currently like googl and NBIS
Meta Has Quietly Become One of Microsoft’s Largest AI Customers
Critics are spinning this as another example of circular financing. Imo, it makes sense the big consumers and developers of AI would be tech companies. I think it would be weird if that wasn't the case.
KLAC at $187 vs my $372 bear case. What am I missing?
I’ve been looking at KLA Corp (KLAC). I ran my DCF and got: Bear: $372 Base: $612 Bull: $831 Current price: around $187 When even the bear case is roughly 2x the market price, I am curious about what I may be missing or which assumption is too optimistic. The …
What is your less known value stock in your port?
Hey, I was wondering as most of people could have some the most popular value stock such as MAG7, BRB, ASML, some big pharma, consumer goods or oil. I was wondering of you folk if you got any stocks that is not really mention much into this sub or any …
I built a free browser for Brazilian stock filings (CVM).
I’m a developer in Brazil. Companies here file with the CVM, our version of the SEC. The docs are public, but they’re scattered PDFs, painful to search, and a lot are in Portuguese. From abroad, Vale / Petrobras / Itaú mostly show up as ADRs and English news. That’s fine …
EMPYF Empress Royalty Corp
After SAND got acquired last year this one seems to be the highest yielding gold royalty. An overlooked market cap of $100M keeps them off everyone's radar, while their TTM PE is 9. With gold bullish and them following a plan of strategic growth and acquisition and development of new …
Buffett's Blunders: Hochschild Kohn & Co. The Cigar Butt that Burned Buffett
Second video in my Buffett's Blunders series. Tried to improve the presentation and editing a bit and took in some feedback from the last post. This one is on Hochschild Kohn, the first business he bought with Charlie Munger and a stock that taught him that cigar butts aren't all …
Rollins is looking Delicious at 36!
$ROL monthly RSI is apparently at its lowest level since May 2000, and the stock has been absolutely crushed. What makes this interesting is the business itself: Rollins owns Orkin, has an incredibly sticky recurring-revenue pest control model, and has put up decades of consistent growth. This isn’t some speculative …
MTCH: the money was already made. What’s left is caretaking.
Prior discussion: https://www.reddit.com/r/ValueInvesting/s/z3Ig03i7Qd Every large payday in dating apps came from a liquidity event, not from operating the business. Tinder's founders held options on roughly 20% of the company. Match consolidated at a $3bn valuation in 2017, about $600m for that stake, after an internal estimate a year earlier reportedly …
On foreign markets
As a disclaimer, i am not an american citizen or resident of the United States. I mostly invest in the american stock market and don't hold a single stock in my own country(brazil). I think most people on this sub, or in any financial/investing subs, generally agree with people like …