Posts
Amazon - king of value
Not too long ago, Amazon was considered a overvalued tech stock. Some may even say it's overvalued right now but I beg to differ. Ultimately Amazon stock has been in the gutter for the last 2 years or so, while improving every single foundational business segment to better itself. You're …
The problem with value investing
Basically your not looking at the whole company, Your not looking at how the landscape evolves. One metric is skewing your overview of the company, and that is valuation. Value investing only works when there is a stronger idea distorting the short term profile of the company. It does not …
Need some suggestions
I’m new to investing and want to invest in companies that have historically yielded benefits. I bought Apple because of the iPhone 18 launch. Now I’m confused on what else I can put my money in. I was thinking about Microsoft, Meta, Uber or OpenAI. But I’m not sure. I’m …
Is anyone covering FICO - looking for thoughtful agreements/disagreements
I post here to get my thesis stress tested... for that one comment that finds the hole I missed, not for upvotes. I've written several dds here over the years and the good threads have been helpful identifying and working on biases or surfacing weaknesses in thesis The FICO one …
Applovin looks cheap (but is it?)
I've seen many articles and videos on AppLovin that seem very bullish, and I get it. Growing revenue by 60-70% and a P/E of 25 seem intriguing, so I looked into it a bit deeper. The business is capitalizing on its gaming mobile ad moat related to iOS (as Apple …
Berkshire keeps buying Lennar and it keeps falling. It's down 40% now
Berkshire opened a Lennar position in Q2 last year with 7.05M shares. By the end of June it held 13.1M, having added in three of the four quarters since. About 30% more in the most recent one alone. Lennar has gone from $133 to $79.70 over the past year. So …
GRAB becoming a value investment?
GRAB might become a good value title after declining more than 50% in 1 Year despite turning profitable since Q2 2025 and rising margins. What really makes it attractive to me is that its not only driving and food delivery services anymore but also becoming a financial app with lending …
Not another Buffett tribute... the actual "capital" question after he leaves the chair today.
Berkshire made Buffett chairman emeritus today. Howard Buffett is chairman. Abel stays CEO. That part will be everywhere. The part i wanted to get out is, cash is still huge (recent figures around $365B) and the stock has lagged the S&P this year... and Abel already restarted buybacks earlier in …
Gold mines?
Does anyone else study gold mines? I've noticed their official published PEs and NPVs lag the market, using legacy gold prices instead of updated spot prices, leaving enormous money on the table. I started invested 1 year ago, even though GDX was already up 75% y-y, it's returned another 40% …