Deep Value Investing

@GuyTalksFinance That growoing debt must give you optimism

I am incredibly bullish for the S&P 500 over the next 20 years. NEVER BET AGAINST AMERICA 🇺🇸

@meetblossomapp Yup, people are buying i guess

It's official. Microsoft is now cheaper on a forward basis than the company was during the COVID stock market crash. FWD P/E: 22x $MSFT

@ModernDayInves $GOOG has to be above $TSLA and $AAPL

My Mag 7 buy order: 1. $MSFT 2. $AMZN 3. $TSLA 4. $NVDA 5. $META 6. $AAPL 7. $GOOGL

@YodaStockInvest 0

My time horizon for the stocks in my portfolio Next decade: $HIMS, $SOFI Long term (2030): $AMD, $NBIS, $IREN Medium term: $ONDS, $KRKNF

@StockStalkk Bro he is only involved in selling shares

$HIMS I want to see Andrew being more involved in US Govt health reforms. More vocal about it, taking more control of consumer sentiments.

@Han_Akamatsu Deeper understanding of varaince helps, and patience

How can you understand that your risk management is not good? When your capital allowance on a trade doesn’t let you sleep well at night and you keep overthinking the trade, you’re not emotionally neutral on that position.. Good trades don’t create stress, oversized ones do. Just because other people can handle that, doesn’t mean it fits your style too.

@SwissKnifeInv It may be interesting if it drops a bit more

We're back to $BABA only being up 33% since IPO

@Kuenni_SK Yuuup

@DeepIceValue Healthcare trades often look great… until regulators join the conversation

This is exactly what I wrote about in my article about $HIMS.. 📝 Peptides are NOT the thing, and regulation will come, same as it did for compounded GLP.. ❌️

@MoatHunterX You have good picks in general, why $HIMS? 😅

$HIMS refusing to break Regulatory heat, short pressure, macro chop—stock tanked to mid-teens… then Novo partnership lands: Ozempic/Wegovy on platform, lawsuit gone, overhang crushed. Bounced hard to ~$24, subscribers >2.5M, 2025 revenue ~$2.35B (+59% YoY), 2026 guide still $2.7–2.9B. Execution > noise. Quality grinds higher in uncertainty. Still long $HIMS 💪📈

@SwissKnifeInv They were given a pass previosly so they are hoping to get one again

@DeepIceValue Unabated enthusiasm for an industry that is historically very regulated doesn’t make sense to me with $HIMS

@SwissKnifeInv I think so..

@DeepIceValue $PLTR trading at 200x adj. FCF's will eventually drop back down to earth. Still has a long way to go.

How come $PLTR is not benefiting from current Geopolitical situation!? 🤔

@neverEnough32 Yeah but #2 with 5% of the market.. 😅

@DeepIceValue Probably not but it doesn’t need to. Just needs to be a strong #2 and it will 4-5x

Does $AMD have any chance to come close to $NVDA?

@___freespeech people are missing out

@DeepIceValue Big time

$V, $MA and $AXP are undervalued..

@Kuenni_SK Check historical valuations

@DeepIceValue Calling $V undervalued in this market is bold. Quality maybe. Cheap… not really

@MoatHunterX staying away from zeta, too many good picks that I like more

If you get a chance to buy $ZETA under $16 will you take it?

@Escargot4U Sick

@DeepIceValue They were getting an 8% dividend on $OXY

I guess we know now why $BRK.B was stacking $OXY and $CVX for years while the price was not amazing..