Posts
Is anyone looking on CSGP (costar group)?
Stock cut to 1/3 of it's value from a year ago, They have cash cow from the co star terminal ( like a Bloomberg terminal for commercial real estate). They also have apartments stie and lands site that are a okay. But their ceo still burning like half a bill …
berkshire hathaway future
Why are SO MANY people down on brk.b lately please? are there any of you out there that think the returns are going to be positive? I am not talking about beating the index, I am just talking about beating inflation. The way many forums are talking, brk.b is going …
Why are value stocks getting wrecked?
Looking at stocks like Berkshire and its holdings, and others that are similar. Are we in a market where the most popular companies win regardless of fundamentals? When I say most popular I’m mostly referring to big tech, don’t get me wrong they do have nice margins but some of …
Why are these the most unpopular stocks on here?
I get nike, lulemon, maybe tesla from a value perspective But why? **1. Intuit 2. Tradedesk 3. Snap** I think these are coming into value range. What else is coming into value range? Does anyone here agree on anything? Its seems like ppl buy a stock late like applovin become …
What stock or company is on your permanent "never touch, even with a 10-foot pole" list, and why?
**Which tickers or companies do you personally consider permanent avoids?**
18y, looking for advice on how to position myself best for the long term.
For context, i position my portfolio as the following: Core Holdings (30-35%) - RSP, VXUS, VHT High Conviction (45-55%) - NVDA, MU, AMZN, LLY Moonshots (10-15%) - IBIT, RKLB, OUST aside from IBIT, i use my “Moonshots” to swing trade, so i’ll eventually sell out of RKLB and OUST in …
Adobe? (ADBE)
Hi everyone, What do you think about Adobe stock (ticker: ADBE)? The company is far below its own fair value based on all of my models, presenting a really great opportunity while the whole company has record high revenue and profit. But still, could AI wipe out the whole business …
Vistry: Balance Sheet Repair
Vistry is a UK based Homebuilder, with a highly leveraged Balance Sheet and substantial amounts of capital tied up in unsold built homes. They're aggressively discounting these homes to increase cash generation and reduce Debt. This strategy fixes the problematic Balance Sheet but temporarily depresses profit margins. Investor sentiment is …
AMSC - Undervalued?
Been eyeing this stock for a while now and haven’t heard anyone really mention it. A superconductor/transformer company operating in US and globally (USA + LATAM biggest market but decent chunk of operation for renewables in India/SEA). P/E of 10, FCF of $25M and $400M backlog HTS demand seems to …
Should I sell my ADP and Paycom stocks?
They just sky rocketed when i bought them but how much more can they go up? I don't get stocks like these. They went down because of AI taking over but now they are up?