Posts
Microsoft's price implies 0.4% revenue growth a year. It just grew 17.8%.
[deleted]
Buying NKE like Buffet Bought AAPL
Hi, I'm Troy McClure, you may remember me from such Reddit forums as "Birds: Flock Cameras of the Sky" and "Life at 1 XRP at a Time." I'm all in on NKE. I've always loved NKE as a company. This may be because I'm a University of Oregon grad, but …
Comfort Systems: Expanding margins at the cost of volatility.
I’ve been digging into the recent financials for Comfort Systems (FIX) and wanted to share a breakdown of the numbers for anyone looking at the industrial/electrical space. The fundamentals seem to be there: \- A PEG of 0.56 suggests it's undervalued relative to its growth. \- Gross margins expanded from …
opinion on Sezzle?
What is your opinion on Sezzle? perfect margins and roa, roe, roic, PEG below 1.0. its very nice value IMO. steady growth, and more importantly very huge room for growth. the happiest customers based on customer satisfaction in the whole BNPL sector.
ESMT (2x fwd P/E) Pure Value Investing
Last month I posted here about a stock with the ticker EHLD and how it’s forward p/e was 2. Within a month it’s up 50% and still looks to be going strong. I’m here to post the second round of this series. Elite Semiconductor Micro Electronics: ticker 3006 on the …
Why Tencent Music is an underpriced stock.
Perplexed to see TME so undervalued based on fundamental financial analysis. In addtion to the recent debt offering and management's statement some of the funds would be used for share repurchases, these are the positives that make me a buyer. Cash and investments in Current Assets on the balance sheet …
I'm a "Wall Street analyst" at one of the well-known investment banks
\*With the exception I work in London and not on Wall Street. Officially, I am a sell-side equity research analyst (what press sometimes calls "Wall Street analyst") for one of the well-known investment banks. I don't really have much in the way of proof but I guess... trust me? I …
ITRI around $92. Am I missing something with Itron?
Been looking at Itron after the drop from the $140s into the low $90s. I used to think of it mostly as the smart meter company, which is still a big part of it, but theres a fair bit more software/services in there now than I realised. The last quarter …
Wise PLC possible value play
I'm interested to hear if anyone here has considered Wise the FinTech payments company as a possible value long term play? I bought 2 years ago and am up roughly 34% which lets be honest isn't great. I'm a satisfied customer of theirs and also see the potential for a …
Aptiv PLC - Insiders pile in near 5-year lows
If you drive a modern car loaded with touchscreens, lane-assist cameras, and advanced sensors, there is a very good chance you are already using Aptiv’s technology. Aptiv (NYSE: APTV) makes the physical wiring, connectors, and smart computing brains that turn standard automobiles into computers on wheels. It operates with a …