Posts
Time to buy home development and related sectors ?
brkb bought LEN last quarter but it keeps getting worse after his disclosure material giants CRH MLM VMC all hit 52 week low today Do you think it's time to follow brkb step and buy a few of them?
Do you guys think AMTM is undervalued right now?
I’ve been looking into Amentum (AMTM) recently because the stock has been pretty beaten down and recently hit a 52-week low. I’m wondering if this could be a good long-term value/recovery play. My thinking is: Government customers: A large part of their business comes from the U.S. government, which should …
Where is the actual value in the AI infrastructure buildout?
I came across an Oxford Economics estimate that between $31.6 trillion and $50 trillion could be spent on data centers and related infrastructure through 2050. A cool fact they also shared is that is 45x-70x what it cost to build the entire U.S. interstate highway system, which is difficult to …
Anyone nervous about Apple?
The very first thing the new CEO does is debut a 'foldable phone'. It worries me that Apple's days of innovation are over, and rather they'll just be chasing fads. Obviously this is only one data point, but still. What are your thoughts?
ESEA at ~4x earnings: cheap cyclical or value trap?
I’ve been looking at Euroseas ($ESEA), it’s a small Greek containership company trading at 4x forward earnings, with a 12% FCF yield. Tbh more than the numbers (which look good), what made me want to deep dive is the fact that you can literally just model their revenue by looking …
SK Telecom paid three quarterly dividends in 2023 and 2024. In 2025 it paid two. No announcement said so.
The number that changed here isn't in any press release. It sits in the statement of changes in equity, which is where Korean companies record dividends. SK Telecom is one of the few Korean companies that pays quarterly. Three interim dividends come during the year. Shareholders then approve a year-end …
What lesson should I have learnt from META?
Hello everyone, I’m (20M) very new to investing, barely a year. A couple weeks ago I ported a third of my portfolio, about $20K, into META at 545 (I worked since I was 18 and stay with my parents, so I have these savings). A couple days later, it soared …
Group 1 Automotive (GPI) thesis thoughts?
|P/E|**11.78**| |:-|:-| |Forward P/E|**6.43**| |PEG|**0.90**| |P/S|**0.15**| |P/B|**1.14**| |P/C|**20.47**| |P/FCF|**24.38**| |EV/EBITDA|**8.45**| |EV/Sales|**0.41**| |Quick Ratio|**0.25**| |Current Ratio|**1.02**| |Debt/Eq|**1.96**| |LT Debt/Eq|**1.10**| **Background:** **Conifer management buys $49m of stock after 17% earnings dip, bringing the total owned to roughly $380-400m.** **Conifer run by Greg Alexander.** **Warren Buffett named Greg as one of the top …
Opinion on EL.PA (EssilorLuxottica)
It fell over 50% since its 310€ high last year. They own Raybans, Oakleys and have META partnership over AI smartglasses. Theyre developing (and already selling in China and soon in USA - 2027) glasses for kids that are slowing down worsening of your eyes. They have exclusive rights to …
When will TJX become a value stock?
It is one of the worst performing stocks of the last couple of months (down 22% in three months), while having a stable growth comparable to Walmart or Visa. The PE is around 24, which is still slightly higher than historical avarage of 20. Are you watching this stock? When …