Finding Value
@finding_value_
Data Engineering Manager by profession, on a mission to find value in the stock market. Not financial advice, do your own due diligence
You might like
OMG! That amazing feeling when your idol follows you back! #pabrai @MohnishPabrai You made my day sir!
Round of applause and firm handshakes all around. We did it folks.
Booking Holdings $BKNG just announced their first-ever credit card: • 6% back on stays booked on Booking.com • 5% back on other travel purchases made via • 3% back on dining, gas, and groceries • 2% back on all other purchases • +1%…
Add $cprt to the list. I have $lulu and $nvo from this list and will look to add $cprt if it stays at these levels or drops lower.
Fallen Knives: $CMG: New 2.5 yr low. 22 RSI. -27% in the last month. $LULU: New 5 yr low. 21 RSI. -24% in the last month. $CHTR: New 1 yr low. 17 RSI. -38% in the last month. $UNH: New 5 yr low. 24 RSI. -28% in the last month. $NVO New 3.5 yr low. 24 RSI. -31% in the last…
$UNH and $NVO remind me of $META in 2022 META fell -77% to $89 because of overblown fears of cost overruns, regulatory concerns and increasing competition. However, the underlying business itself was still extremely profitable Today, $META is over $770. Great businesses always…
$lulu. Agreed. I am holding on to my position
The stock has dropped >20% in the past month with virtually no material news. It’s entirely sentiment-driven.
Bought more $nvo today
$NVO is ridiculously cheap.. It controls 40% of the global insulin market and 54% of the GLP-1 market. It projects ~15% long term annual earnings growth, yet trading at: - 13 times earnings - 17 times free cash flow - 11 times operating cash flow Why aren’t you buying $NVO?
Snapshot of an elite $META quarter:
$meta up 60% since this tweet in just 3 months! When a business like this trades at 20 times earnings, buy it!!
Looks like i was early on $nvo , but I am adding to it here. Sentiment is down in the dumpster here, time to buy IMO!
After $NVO ’s large drop yesterday, several analysts have updated their targets and recommendations. 12 analysts have revised their views following the guidance cut and CEO transition announcement: 7 recommend buying the stock 3 rate it Hold 2 suggest selling On average, the…
$NVO ’s new CEO: “We have two priorities: Advance our pipeline and innovation over the long term Maximize what we already have in the short term through strong operational execution” #stocks #Investing
- ''A hidden gem'' - My $DLO Thesis! DLocal shares have fallen over 85% since its IPO, but the ''new'' CEO, Pedro Arnt is turning things around. Growth is accelerating and profits are increasing. 🧵A big thread -Let's dive in 👇
I present, Google's dying search business:
What Medpace $MEDP has done this year with buybacks should be what one should expect from a larger part of publicly traded corporations 1. Manage low expectations 2. Repurchase 10% of shares outstanding at a great valuation 3. Raise expectations once the buyback is complete…
What Could $DLO Do Next? $DLO built a strong business by solving a hard problem. They help global companies collect payments and send money in emerging markets. That is already valuable. But when I look at their infrastructure and where they operate, it is clear they could do a…
🚨 $MEDP Q2 '25 Earnings: Double Beat, Net New Biz Reaccelerates Q2 '25 Results: 📈 Revenue: $603.3M vs. $539.3M est. (+14.2% YOY, +11.9% beat) 💰 EPS: $3.10 vs. $2.99 est. (+12.7% YOY, +3.7% beat) Key Metrics: 🧾 Net New Business Awards: $620.5M (+12.6% YOY) 📚 Net…
$medp up over 55% on the same day! I was buying this at 52 week lows. This is now my second biggest holding because of the spike. Buy good quality businesses on the dip and hold on!
Pharma stocks down on this news. I am adding to $medp position here. $medp was already undervalued and has gone down even further on this news.
Congratulations $medp holders! When a quality compounder goes on sale. You buy and hold!
Medpace Holdings, a contract research organization, just reported $621 million in net new business awards, an all-time record for the company. The stock is up 40% after hours. $MEDP
$medp up 45% after earnings! This is crazy. I was buying this at 52 week lows.
Pharma stocks down on this news. I am adding to $medp position here. $medp was already undervalued and has gone down even further on this news.
Couldn't agree more. I wouldn't touch these great quality businesses even after a 50% correction from here! They will be disappointing investments from here. Price matters! $app $lly $avgo $intu $veev $fico $cdns $wpm $now $bsy
What Happens When Garbage Stocks Become 10 Baggers We’re in a market where pure junk is going parabolic. It’s not just that the S&P is at all time highs. It’s that companies with no profits and no path are turning into 10 baggers, and their holders think that means they’re…
United States Trends
- 1. Packers 99.2K posts
- 2. Eagles 128K posts
- 3. Jordan Love 15.3K posts
- 4. Benítez 13K posts
- 5. #WWERaw 135K posts
- 6. LaFleur 14.6K posts
- 7. AJ Brown 7,080 posts
- 8. Sirianni 5,071 posts
- 9. Patullo 12.4K posts
- 10. Jaelan Phillips 8,062 posts
- 11. McManus 4,442 posts
- 12. Grayson Allen 4,117 posts
- 13. Jalen 24.1K posts
- 14. Veterans Day 30.4K posts
- 15. Smitty 5,593 posts
- 16. James Harden 1,958 posts
- 17. Berkeley 60.4K posts
- 18. #GoPackGo 7,959 posts
- 19. #TalusLabs N/A
- 20. Cavs 12.3K posts
You might like
-
Laughing Water Capital
@LaughingH20Cap -
Generals & Workouts
@gw_investing -
Sidecar Investor
@sidecarcap -
Bill
@wabuffo -
Kuppy
@hkuppy -
Japan Deep Value
@JapanDeepValue1 -
Mikro Kap David
@david_katunaric -
SAC Research
@acquirers_club -
Lionheart Investing
@LionheartInves1 -
Ryan Telford
@RTelford_invest -
Value Investigator
@value_invest12 -
Marathoner
@alessvat -
Leviathan Capital
@LeviathanCapit1 -
TheNotSoShamelessCloner
@CloneShameless -
SouthernValue
@SouthernValue95
Something went wrong.
Something went wrong.