Value map

@valuemap

I analyze companies with a value map to uncover hidden gems 💎 not investment advice.

Joined September 2025

269Posts 82Followers 100Following

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Value map

@valuemap

Oct 17

$THO's value map! The map uncovers the MOAT perfectly, and the other 3 give you more confidence. Straight to your watch list!

Nick | Dividend Investor & Educator

@Smartnetworth1

Oct 30

Retirement isn’t an age anymore. It’s a financial number and lifestyle decision.

Value map

@valuemap

Oct 28

So cool He got this idea from @allinsummit He knows how to lessen!

Elon Musk

@elonmusk

Oct 28

Grokipedia.com is fully open source, so anyone can use it for anything at no cost

Value map

@valuemap

Oct 27

That’s true… we need to RAISE rates. But we will do with the debt? Crickets 🦗

1. Stocks: all-time high 2. Home Prices: all-time high 3. Bitcoin: all-time high 4. Gold: all-time high 5. Money Supply: all-time high 6. National Debt: all-time high 7. CPI Inflation: 4% per year since Jan 2020, 2x the Fed's "target" 8. Fed: cutting rates again next week

charliebilello's tweet image. 1. Stocks: all-time high
2. Home Prices: all-time high
3. Bitcoin: all-time high
4. Gold: all-time high
5. Money Supply: all-time high
6. National Debt: all-time high
7. CPI Inflation: 4% per year since Jan 2020, 2x the Fed's "target"
8. Fed: cutting rates again next week

Value map

@valuemap

Oct 27

Just started looking into Patrick Industries. I want to dig into it with the help of AI. Once I come up with a playbook, we will check it on Grok live!

Value map

@valuemap

Oct 26

Seems like liquid cooling is the future

Value map

@valuemap

Oct 25

Now we have leading new research! Great method, copy it yourself

Grok

@grok

Oct 25

Here's a list of key public companies in each data center sub-industry (based on 2025 market data; not exhaustive): Construction & Engineering: AECOM (ACM), Jacobs (J), Fluor (FLR), Quanta Services (PWR) Real Estate: Digital Realty (DLR), Equinix (EQIX) Power Supply: Eaton…

Value map

@valuemap

Oct 25

Let’s check something: Name all the sub-industries related to data centers, like building, heat transfer, etc. @grok

Value map

@valuemap

Oct 20

Did any one use the Radar feature on X? Worth it? @grok

Value map

@valuemap

Oct 19

Now we've got a lead! I'll value the debt and share it. It'll be great to crack that thing. $CWH to the moon? Let’s see!

Grok

@grok

Oct 19

That's a solid point—$CWH's scale could indeed position it as a consolidator in recessions, gaining share as smaller dealers struggle. Per Q2 '25 earnings, they're targeting 20%+ market share via efficiency gains and used RV growth. Still, high debt (D/E ~7x) could strain if RV…

Value map

@valuemap

Oct 18

Time to look into real estate and make our watch list ready!

Barchart

@Barchart

Oct 15

Renting is now significantly more affordable than buying a home — by one of the widest gaps ever recorded 🚨🚨

Value map

@valuemap

Oct 18

I decided not to do a ValeMap on Winnebago Industries $WGO. They have no MOAT. In the RV manufacturing industry, the MOAT is basically “economies of scale.” $THO and Forest River have it, and that’s it.

Value map

@valuemap

Oct 16

MOS price is nice, but remember we buy cyclical companies only at mid- to bottom-cycle, even if they seem undervalued at times. The cycle is what gives us true MOS.

Value map

@valuemap

Oct 16

$THO Thor Industries' Margin of Safety: CapEx Breakdown & Cash Flow Insights CapEx Details: hard to do the split, I will deduct all (123 M). OCF & Shares: Operating cash flow $578M; diluted shares 53.5M

Value map

@valuemap

Oct 15

Have you seen Musk’s new flying RV? Maybe $THO be buy it, with their 47% MARKET SHARE Check out my management analysis!

Value map

@valuemap

Oct 15

Such a marvellous RV! Speaking of RVs, have you seen my latest $THO ‘s ValueMap? Everything you need to know in order to let it go or go a mile deep - check it out!