Posts
SpaceX: down 41% off its peak. I still don't think it's cheap — here's the math.
A month ago I argued SpaceX was probably a wonderful business but nowhere near a fair price. Since the post-IPO peak of $225.64 on 16 June the stock has plummeted, briefly slipping below its $135 IPO price. The obvious question for this sub: after such a quick fall, does it …
Having a look at performance of stocks recommended as "favorite value stock" in a big thread 3 years ago
Here is the September 2023 thread: [https://www.reddit.com/r/ValueInvesting/comments/16jxipd/what\_is\_your\_favorite\_value\_stock\_that\_youll/](https://www.reddit.com/r/ValueInvesting/comments/16jxipd/what_is_your_favorite_value_stock_that_youll/) S&P 500 is +66.83% since then Dow Jones is +51.78% Top recommended stocks in the order of most upvoted: Alexandria $ARE | -55.36% MUSA | 75.78% COKE | 45.66% AMR | 50.11% Berkshire | 31.22% LMT | 19.46% Unilever | 23.45% dollar general …
AI, Funding and Infrastructure (where does the money go ?)
This is a thinking out loud question and apologies if it has been tackled previously; or it just isn't an interesting question or thought to many. I can't really escape the thought that, regardless of whether you consider AI a bubble, new industrial age or somewhere in between. It is …
When to buy cyclicals? Avoiding value traps
Peter Lynch: *"You make your best money in a cyclical when earnings go from rotten to mediocre or from mediocre to pretty good. The danger point is when earnings go from great to spectacular. Somewhere between these points wall street will figure out it will go down"* Normally you search …
NBIS Question
Why does this stock and the AI infrastructure stocks keep dropping? I’ve asked this question on the NBIS subreddit but they seem very biased. I bought in at an average cost basis of $225 per share, will this stock be able to recover to more than this share price? My …
The business Strategy of Slack and Stripe
So, thinking about what has led to the success of these companies is a brilliant business innovation. Selling to enterprise is hard; mature businesses are bureaucratic and slow, and don't like unnecessary risk. Selling to startups is also hard, except that they hate friction and bureaucracy. So if you can …
Is it Market Timing to Avoid S&P at P/E of 23?
[https://www.youtube.com/shorts/24Vhsf6S\_pE](https://www.youtube.com/shorts/24Vhsf6S_pE) Howard Marks talking about JPM study showing every time you buy S&P with P/E of 23, your 10 years returns (no exceptions) were between 2% and -2%. What is the takeaway for those of you people (I’m not one of them) that just DCA into VOO and chill? Do …
Does Amazon have a spending problem?
Most people know Amazon for their online shopping platform. However, in recent years, their biggest drivers of profitability for the company have actually come from their AWS and advertising services. The company has many other initiatives they have started to help bolster their bottom line for years to come. Given …
Blue Chip Stocks on Sale Right now
Blue chips that have positive 3 year revenue and earnings growth, but also down from 52-week highs. * Oracle $124, P/E 22 * IBM $219, P/E 19 * ISRG $402, P/E 47 Buying the dip?