Posts
Why do people here keep shilling MSFT when there are so many truly undervalued stocks out there?
In my opinion, MSFT is going to drop more in the upcoming months as it's not even 30% down from ATH. PE ratio is also pretty high. We have so many awesome companies that are crashing hard and that have much lower PE and much better risk to reward ratio, …
Q2 Earnings call summary HITI Long term position
**SUMMARY :** Despite the seasonally weaker quarter, it was the company's best quarter, which speaks volumes about HITI's increased operating efficiency. **Gms on medical cannabis 27%** # Key Strengths of High Tide's Q2 FY2026 # 1. Strong Revenue Growth * Record revenue of **CAD $179.3 million**. * Approximately **30% year-over-year …
A 4% interest savings account could be better value than the S&P 500
A 4% interest savings account has an equivalent P/E of 25 The S&P 500 forward P/E is around 25 The historic return on the S&P 500 has been about 10% per year. But things are different: P/E is now double the historical average. Shiller CAPE is more than double the …
Community bank stocks
Hi all, Some Regional Bank stocks look attractive with good EPS growth and sub teen p/e’s. Has anyone looked in to some worthy investments in this sector? What are some regional bank stocks that you think can compound over the next decade and grow EPS like a weed? I’ll kick …
KVYO: High growth, profitable, trading at under 3x sales while slower peers trade higher
In my opinion, Klaviyo has been unfairly bucketed with the rest of SaaS which has created a massive and generational buying opportunity. For Klaviyo, the AI disruption is not only wrong, but it actually is the opposite. This company will and already does benefit massively from AI adoption and advancement. …
Toast (TOST) Is stupid undervalued based on its current trajectory/moat IMO
Putting some visibility on this, been in this for about a month. Listened to a podcast ([Podcast episode link](https://open.spotify.com/episode/0Kw8wqrb6YmjaNIhEvQXA9?si=a8a52e5f7207463b)) talking about Toast (primarily POS solutions provider for restaurants), and its absolutely stupid how flawed the SaaSpocalypse-related "analysis" is compared to it's current situation. TOST/Toast is: \- Currently growing revenue 20% …
Do ROIC-WACC spread, EBIT margin, ROCE, EV/E, FCF yield, PE ratio mean anything to you?
If ROIC-WACC spread, EBIT margin, ROCE, EV/E, FCF yield, PE ratio are where you begin your research read on. value crowd on here knows that thousands of stocks are traded, accompanied by mountains of financial statements, news alerts, and analyst opinions and then there are grifters calling themselves value investors …
Is history repeating itself? Cisco 2000 vs 2026
Is history repeating itself? Cisco in 2000 vs. today: Cisco went up about 320% from October 1998 to March 2000 before crashing. So far, Cisco is up about 147% from July 2024 to June 2026, and its P/E ratio is still around 40. By comparison, in 2000, right before the …
Thoughts on GFL Environmental ($GFL) at its current valuation?
With the recent market pullback, I like GFL as a solid waste giant with very good macro tailwinds. **Valuation Multiples & Guidance** **Revenue:** $4.82 Billion USD **2026 Guided Revenue:** 5.31B – $5.33B USD (excluding SECURE) **Forward EV/EBITDA Multiple:** \~11.5x (excluding SECURE) **The Upside:** GFL’s current discount to its peers WM, …
Is the Fed hawkish or dovish?
In this Wednesday's FOMC, it was indicated that the Fed commitee expects rate hikes later this year. However, the market seemed to hone in on some of Chair Fed Warsh's remarks that could implicate a change in policy. Specifically, he implicated a possible soft change in the target inflation rate, …