Posts
Up Fintech Holdings (Nasdaq: TIGR), a Value " crap."
US Tiger Brokers is $TIGR affiliated US underwriter specialized in issuing and promoting pennies pump and dump stocks. That lone factor bankrupts any potential thesis purporting to the company’s undervaluation. I have highlighted the live case of Julong Holdings $JLHL as a live case study to support my thesis. Up …
Is Oracle undervalued at $140? My DCF says yes, but the balance sheet is the real risk
A few months back I posted [Oracle](https://www.reddit.com/r/ValueInvesting/comments/1s9513t/oracles_60_crash_cheap_value_play_or_leveraged_ai/) analysis here and was cautious. It is around $141 now, roughly at the same price, but it got there the hard way. It ran up to roughly $200 after a record June quarter, then gave all of it back. A lot of the …
Built the Free All-in-One Smart-Money Tracker [No Paywall]
I got tired of hunting for this data across 10 different sites, buried behind paywalls, ads, and signup walls. It's public data. It should actually be public. So I built an all-in-one platform and opened it to everyone. Track institutional, congressional, insider, and whale activity for any ticker all in …
Cash flow analysis + Strategy
TLDR: Why and what is dcf + reverse dcf used for and how do you use it in analysis I'm a newbie to value investing and see a lot of people talking about cash flow analyses and want to know why and how it works and how to use it. …
Weekly Stock Ideas Megathread: Week of July 13, 2026
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other users' posting/commenting history before following advice or stock recommendations.* *New …
An imprecise way of thinking about Pepsi ($pep) valuation
**(TLDR: it is cheap for a reason)** The market is valuing Pepsi as a company incapable of growing at above GDP growth rates of 3%. The analysts think they can grow 4 to 5% in the next 5 years. Morningstar think they can grow 5% for the next 10 years …
Just started to invest, please guides me
Hi everyone! I’m in my mid-20s and have managed to save about $7,000 over the past year. I’m looking to invest it in a single stock with high risk but potentially high reward, as I have a long-term investment horizon and can tolerate volatility. Which stocks would you recommend, and …
Do you think ServiceNow can grow its FCFF faster than 11% a year for the next decade?
ServiceNow is down more than 50% in the SaaS selloff, so instead of building a forecast and arguing for a price target, I ran a reverse DCF. I took today’s $107 share price and solved for the FCFF growth rate the market is actually implying. I started with FY2025 free …
$NFLX company’s future and the future of home entertainment.
There is a lot to discuss about this company, but I think they are headed in the correct direction and no one is noticing. Compared to many other industries and stocks in the market, software has been heavily discounted into hardware, but Netflix Business hasn't changed. I'm going to paint …
How loss aversion makes us greedy instead of prudent
Kahneman showed **we feel losses more sharply than equivalent gains**. That should make us cautious investors. But in a bull market, **when everyone around you is getting rich, the loss you fear changes: it's no longer losing your capital, it's missing out on profit.** Losing money starts to feel impossible, …