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think_value's profile picture. Valuation toolkit: http://thinkvalue.co

ThinkValue.co

@think_value

Valuation toolkit: http://thinkvalue.co

2KPosts 172Followers 155Following
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ThinkValue.co
 @think_value
Nov 7

"The customer is always right" is clearly not true. It's prophecy. It becomes true the more you act on it, and everyone is better off because of it.

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ThinkValue.co
 @think_value
Nov 4

$WEN earnings preview: 4% exp. sales decline for 2025, debt pressuring valuation, and the stock is moving towards intrinsic value. Despite that, the company is a staple and aligned with customers in an economic downturn. Reports 7th Nov. I am long now. thinkvalue.co/analysis/wen-e…

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ThinkValue.co
 @think_value
Nov 3

A good way to translate a probabilistic bet is to say whether in the future you expect more good news than bad or vice versa.

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ThinkValue.co
 @think_value
Oct 17

PSA $ADBE is now a value stock, with <10% implied revenue growth, assuming stable margins, at current price levels. This is not necessarily good or bad.

think_value's tweet image. PSA $ADBE is now a value stock, with &amp;lt;10% implied revenue growth, assuming stable margins, at current price levels. This is not necessarily good or bad.
think_value's tweet image. PSA $ADBE is now a value stock, with &amp;lt;10% implied revenue growth, assuming stable margins, at current price levels. This is not necessarily good or bad.
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ThinkValue.co
 @think_value
Oct 8

$META, $GOOG, $NVDA, incredible stuff. It’s one thing for a startup to experience hockey stick growth, and something else entirely when a large cap does it.

think_value's tweet image. $META, $GOOG, $NVDA, incredible stuff. It’s one thing for a startup to experience hockey stick growth, and something else entirely when a large cap does it.
think_value's tweet image. $META, $GOOG, $NVDA, incredible stuff. It’s one thing for a startup to experience hockey stick growth, and something else entirely when a large cap does it.
think_value's tweet image. $META, $GOOG, $NVDA, incredible stuff. It’s one thing for a startup to experience hockey stick growth, and something else entirely when a large cap does it.
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ThinkValue.co
 @think_value
Sep 25

Discovering this one $RL a bit late. Fundamentals look great, higher-earner customer base.

think_value's tweet image. Discovering this one $RL a bit late. Fundamentals look great, higher-earner customer base.
think_value's tweet image. Discovering this one $RL a bit late. Fundamentals look great, higher-earner customer base.
think_value's tweet image. Discovering this one $RL a bit late. Fundamentals look great, higher-earner customer base.
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compliantvc's profile picture. European VC in USA | Investing in compliant startups | The government is my most important LP | Advisor @compai | Managing Partner @ Compliant Capital

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cheapskatevalue's profile picture. **CAGR Since Inception** Cheapskate: 28.4% SPXTR: 13.8% Safety of principal and a satisfactory return — in that order. Catalysts are kinda overrated.

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