Posts
$CELH is a long term 30 bagger
I honestly think $CELH has one of the highest upside-to-downside profiles in the market right now. I know saying it could be a 30x over the next 10–15 years sounds insane, but people said the same thing about Monster years ago. The difference is everyone seems fixated on slowing U.S. …
HUBS down 22% pre market; Low Visibility & Headwinds
Expected user growth 9000-10000; actual user growth 7000. Slow start to August; with increased budget sensitivity = I.e. customers less price inelastic, potentially providing issues in up selling. Issues expected to persist remainder of the year. HubSpot is positioning itself towards Agentic AI, as they believe this to be a …
Do you believe you can beat the market?
I’m just wondering genuinely, if **you** believe you can beat the market. I’ve been investing casually for a while, and little by little the slivers of hope of beating have faded away. I don’t think I’m a good case study on this, since I invest way to casually and Graham …
MSFT circular AI revenue
A week ago people were talking about how Microsoft showed ROI on AI and "saved the AI trade". And the stock and others in the tech sector went up greatly. But according to Bloomberg, $24 billion of the $37 billion in 12 month AI revenue came from OpenAI. A lot …
Did people here buy aircraft manufacturer / avionics manufacturer stock in the wake of the Covid crisis?
I started following the value investing sub recently, and I was just wondering for the people who were already here 5 years ago, what was the overall sentiment regarding aircraft manufacturer stocks like Airbus that tanked massively during Covid? Same question for avionics manufacturers like Safran. Related to that, what …
A new chart to plot quality against value
If you are a value investor, you want quality businesses at a reasonable price. We built a chart that plots any two metrics against each other and splits the market into four quadrants. There is a post describing how it looks here: [https://www.reddit.com/r/dataisbeautiful/comments/1vgwm2y/oc\_a\_chart\_for\_finding\_quality\_businesses\_at\_a/](https://www.reddit.com/r/dataisbeautiful/comments/1vgwm2y/oc_a_chart_for_finding_quality_businesses_at_a/) The chart has nine preset combinations. Four …
Celebrus Technologies aggressive share buyback and news about to drop Thursday 13th August
This for me is a certain value play. The share price dropped from highs of £1.90 to under 80p in the past year. When looking at the business fundamentals, it's strong for a small cap company. Great customer retention and a growing annual revenue model, with a solid dividend covered …
The Case for Propel Holdings after Q2 2026
For those who haven't seen my first post: Propel Holdings is a Canadian fintech company that uses AI-powered underwriting to serve consumers. The company operates in the US, the UK and Canada, with multiple lending products and a growing funding platform that positions it for continued expansion. **Tickers:** * TSX: …
Here's one - CE Celanese Corp
Just going to throw this one out here as a Value Investing idea CE Celanese Corp. For those willing to consider something outside of digital/tech. I happen to like it. Trading at $43.00, 7.2X their full-year guidance of $6.00 EPS (reaffirmed in [earnings report today](https://investors.celanese.com/news/celanese-corporation-reports-second-quarter-earnings/4f485280-d86f-43f3-8068-de01ca04a02c)) and near a 13-year low. …
Why did MELI drop after beating earnings?
Hi, I am still very new to investing and I was wondering why MELI would drop after earnings? It is not a hyperscaler / AI play so I didn't think it would do that so I was just wondering if anyone had any clarifications for that. I currently have $96.57 …