CrocoSight

33 posts

CrocoSight

CrocoSight

@CrocoSight

Welcome to CrocoSight. PE, PB, PS. No market noise. https://t.co/AsAjYUMSpy

Beigetreten Mart 2026
48 Folgt6 Follower
RonnieV
RonnieV@TheRonnieVShow·
The funny thing about investing... Nobody wants a stock at $15. Everybody wants it at $50. That's why finding opportunities early matters. $OSCR $ZETA The thesis is stronger today than it was last year when we started covering them while most people were calling them garbage. My 5-year bull case remains $100+ on both.
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Qualtrim
Qualtrim@qualtrim·
“Behind all the smoke and noise on the market’s surface, it’s important to remember ... corporate earnings drive stock prices.” – Peter Lynch $MSFT
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Oguz Erkan
Oguz Erkan@oguzerkan·
PPI above expectations, inflation is back. Businesses without strong pricing power will struggle. Time to rotate into platform businesses trading at their lowest valuations ever: - $UBER: 17x fwd P/E - $BKNG: 14x fwd P/E You get double digit growth and organic pricing power.
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The Kobeissi Letter@KobeissiLetter

BREAKING: May PPI Inflation surges to 6.5%, above expectations of 6.4% and the highest level since November 2022. Core PPI Inflation came in at 4.9%, in-line with April's revised levels. PPI inflation is now at pandemic stimulus levels. Odds of rate HIKES continue to rise.

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Will Biddy
Will Biddy@WillBiddy_·
Isn't $INTU just a free double up at this point? The moat is still in tact as well as future growth. What could go wrong?
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Vebjørn | VJN
Vebjørn | VJN@VJNCapital·
$META at $570 is such a gift Revenues accelerating while stock is tanking Perfect setup
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The Long Investor
The Long Investor@TheLongInvest·
If the market is retarded enough to allow you to buy $BABA at its 200 WMA As it was when $MSFT tested its own 200 WMA in March Then you take advantage of it
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Cole’s Trades
Cole’s Trades@ColesTrades·
If you didn’t buy LEAPS a month ago, NOW MIGHT BE THE TIME! $SOFI IS SO UNDERVALUED AT $15 I’M BUYING!
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NoLimit
NoLimit@NoLimitGains·
Mastercard $MA is one of the cleanest setups to outperform the S&P over the next 5 years.
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Aria Radnia 🇮🇷
Aria Radnia 🇮🇷@ariaradnia·
$META trades at 16.8x forward P/E growing revenues >30% btw
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Oguz Erkan
Oguz Erkan@oguzerkan·
How does $AMZN deserve this? Anthropic is booming, AWS growth is expected to climb back above 30% this year, and yet $AMZN is back near its lowest valuation ever. But sure, it makes sense to chase semis at 20x sales instead of just buying $AMZN…
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Compounding Machine
Compounding Machine@ibuycompounders·
Should I sell out of $COST Looking at it it’s up 14% YTD and trading at an extremely high valuation. I originally owned 22 shares that I acquired under $460 a share. Sold 1/2 of it last year when $COST hit $1000 a share. My 11 shares I still have are essentially “free” since my basis has been pulled out. What do you think? Would you sell and reinvest elsewhere?
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LazaroLifestyle
LazaroLifestyle@LazaroInvestor·
Just bought another $4,000 of $META 📈 This purchase finally pushes me over 100 shares total 🙌 Easily one of my highest conviction holdings right now. Trading at 18x forward earnings, it still looks objectively cheap for a company growing revenue 30%+, with an unbeatable ad moat serving nearly 4 billion users, explosive AI tailwinds and elite execution under Zuckerberg. Every dip feels like a gift. Position size increased, Long term conviction unchanged.
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Investing Young
Investing Young@InvestYoung26·
Time to start being open on the investments 🙌 hoping to connect with similar people on this journey. What I’m invested in: Thoughts?
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CrocoSight
CrocoSight@CrocoSight·
@NotA_Bull They’re quite cheap now, but it can be a trap.
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Evan | Investments
Evan | Investments@NotA_Bull·
Both are hitting decade lows. Which of these two wouldn’t you touch right now: $NKE or $PYPL? Brutal crash…
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QC Capital
QC Capital@QC_Capitals·
$IBM or $INTC ?
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Options selling with Christian
Just grabbed 1000 more $NOK @$13.42 in my toddler account Whole family is getting bagged on this one Taking everyone down with me
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Valerie
Valerie@valerijatrades1·
Is $ORCL a buy here?
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The Long Investor
The Long Investor@TheLongInvest·
$BABA is going make me go very heavy here under $120
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