Posts
When does CRM become value?
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 agents. (see also Fin acquisition). Business is a cashcow, margins …
18m with 5k in savings just looking for some guidance
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 reached 5k in savings, I want to start investing because …
Cash flow valuation Microsoft
***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 am taking a 10 year duration because despite …
Celebrus Technologies down 40% value play?
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 in the bank ​ Why am I this confident? The …
Looking at MTW as a solid value investing option
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 on buying historically strong, cyclical industrial players when short-term macro …
Why Intel may be one of the strongest buys out there at $130
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 regaining confidence from enterprise customers, and investors appear to love …
Recommendations for opinion style post blogs
Hi all, Found myself reading a lot of opinion style blogs in my spare time but I'm almost up to date on all of them. Wondering if anyone has any recs? Would appreciate anything with an Australian focus since I live here. Blogs I've been reading: \- Reformed broker / …
(NTES, FINV, CALM, ESEA, FISV, FUN) Bringing some value picks and explaining my purchase reasons & Price Targets (PART 1)
Hi, I wanted to bring some new stocks upon the table. These won't be long writeups since I will covering 3 companies (part 1), and people don't like long texts. If people do ask for a longer write up for a particular one here, I am more than willing (like …
HRB: Is H&R Block Value or Trap?
Big picture: H&R Block has great financials and aggressively returns its capital to shareholders, but it’s a slow growth legacy business with declining margins. P/E \~6, earnings have been slowly growing slightly ahead of inflation. The tax man is not going anywhere. Some Bullets: \-Online Tax prep is growing revenue …
CPRT stock renaissance capital selling
Copart has a pretty good duopoly on the used car market, namely old ones that get into accidents. But they've experienced a pretty extreme drawdown, in what would have been a classic value investor, moat play. Does renaissance capital selling, as well as the advent of full self driving/assisted driving, …