CrocoSight

I built CrocoSight because most stock apps feel too noisy. No news feed. No price chart obsession. No social trading. Just PE, PB, and PS valuation percentiles for long-term investors. Now live on the App Store: apps.apple.com/us/app/crocosi… Get free subscription: apps.apple.com/redeem?ctx=off… #indiedev #iosapp #valueinvestor

@AdityaInvests90 @TheWiseIC It’s so cheap now.

I seriously don’t understand why $RDDT is still at $160 after reporting over 70% revenue growth… This is one of the best buys in the market right now that hasn’t ran up much

@DeepIceValue $MELI is indeed cheap compared to past.

$MELI is starting to look cheap.. Here is how I see it.. I’ve been spending time looking at MercadoLibre, and the more I study it, the more I see why investors often call it the Amazon of Latin America. But honestly, that comparison may even undersell what the company is building. This is not just an e-commerce marketplace. MercadoLibre sits at the center of a much larger digital ecosystem: marketplace, payments, logistics, merchant tools, advertising, credit, insurance, and fintech. In one company, you get pieces of Amazon, PayPal, Shopify, and a digital bank operating across a region with hundreds of millions of people and still-low digital penetration. That opportunity is enormous. Latin America still has plenty of room for e-commerce adoption, digital payments, formal credit, and online advertising to grow. MercadoLibre has already spent years building trust, infrastructure, and scale, which are not easy things to replicate in fragmented emerging markets. The recent numbers still look strong to me. Revenue growth remains very high, items sold continue to rise, and engagement across the platform is improving. The market, however, seems focused on margin pressure. That is understandable, but I don’t think it tells the full story. A company growing this fast often has a choice: maximize short-term profits or reinvest aggressively to expand the moat. MercadoLibre appears to be choosing reinvestment. Logistics, credit, fintech, and customer acquisition are expensive today, but they can create a much stronger business tomorrow. That said, valuation matters. I don’t want to justify any price just because the business is excellent. For a conservative valuation, I prefer to assume growth slows over time and use a reasonable terminal multiple. Under cautious assumptions, the stock may not look obviously cheap. Under stronger growth assumptions, it can still produce attractive long-term returns from here. That is the challenge with MercadoLibre. Small changes in growth expectations can create huge differences in valuation. I also have to respect the risks. Latin America is cyclical. Currencies can move sharply. Political and economic instability can hurt sentiment. Competition from Amazon, Temu, Shein, local players, and fintech challengers is real. The credit business adds another layer of risk if underwriting gets too aggressive. So for me, this is not a “back up the truck at any price” situation. It is a high-quality compounder that deserves a place on the watchlist and possibly a modest portfolio position if the price and expected return make sense. If I owned it, I would size it carefully, probably start small, and be prepared for volatility. A 40% or 60% drawdown would not shock me in a business like this, especially if growth stocks or Latin American markets fall out of favor. My takeaway: MercadoLibre is one of the most interesting growth platforms in the world. I just want to own it with discipline, not excitement alone.

@eldaminato $MELI is so cheap compared to past.

$MELI Price to Sales Ratio (TTM Sales): 2.8x

@WheelieInvestor $META is so cheap compared to past.

$META Weekly Chart I'm a long term bull on $META but I don't have a huge position yet We could see a bit more downside to the trendline but I think we bounce hard there $META will see $1000/share in 1-2 years I will be DCAing into this

@TradeTactician1 It’s indeed cheap now.

$MSFT has respected its multi-year ascending channel since 2022 and right now, it's doing exactly that. The dotted path says it all — I expect one more retest of support to carve out a higher low before the next leg up, similar to late 2022. Patience is the trade.

@NotA_Bull Good luck. They’re all cheap now.

This week I added $MSFT, $META, $AMZN, and $SOFI. Thoughts?

@oguzerkan And they are all cheap compared to past.

You don’t need to look far for opportunities. $AMZN, $META and $MSFT all underperformed the S&P 500 since 2021. That was due to a multiple compression as their revenues have almost doubled since then. Now they trade at attractive multiples with double digit growth projections until 2030.

@qcapital2020 And $META is quite cheap now.

$META friendly reminder than the recent executive compensation structure changes are only reached if the stock price hits between $1,116 to $3,727 over the next 5 years

@SilverOakFin $SOFI is cheap compared to past.

What’s $SOFI worth in 12 months? A: Under $15 B: $15–$20 C: $20–$30 D: $30+

@WealthJourney21 $NOW is quite cheap compared to past.

$NOW is $NOW under 100$🫪🫪

@DimitryNakhla $V is cheap compared to past.

I don’t think this got the love it deserved, so I’m just sharing it again. $V

@Ashton_1nvests $UBER is quite cheap compared to past.

Am I too bullish on $UBER? My 3-year valuation model gives me: Bear case: $95
Base case: $156
Bull case: $207 
Weighted target: $151 The key part of this model: I am not assuming some massive multiple expansion. My base case only uses a 21x forward PE. The upside comes from Uber continuing to compound EPS, buying back stock, and showing operating leverage across mobility, delivery, ads, and Uber One. If that continues, I think $UBER still has a lot of room to run.

@PronkDaniel @stock_unlock Agree. It’s cheap now.

$AMZN has officially reached a "very good" valuation score on @stock_unlock again.

@FrostyFinances They are quite cheap compared to past.

I'll say it again. $ADBE bagholders are the new $PYPL bros. Stuck looking at numbers. They're looking at trees and not the forest. Remember, it doesn't matter what you think. Your opinion is irrelevant as retail. Mr. Market says otherwise. Mr. Market showed that cheap can stay cheap when the market thinks the moat is deteriorating. PayPal kept buying back stock, generated billions in earnings, traded at a low multiple, and still kept falling because investors did not believe the growth story. What makes you think Mr. Market will have any revelation how Adobe is any different.

@StockOptionCole AMZN is cheap compared to past.

You would be an idiot if you aren't loading up $AMZN here

@GregInvestFr MSFT is cheap compared to past.

On continue la stratégie option, je vends un deuxième put. Cette fois-ci sur Microsoft $MSFT 🇺🇸 Une entreprise qui est déjà ma plus grosse position en portefeuille et que je souhaite renforcer si le marché m'en donne l'opportunité. Pourquoi ? Le marché traite actuellement Microsoft comme une entreprise en ralentissement. Pourtant, les chiffres racontent une autre histoire. • CA actuel : 318 Md$ • CA estimé en 2030 : 651 Md$ • soit plus du double en moins de 5 ans Et malgré cela : • PE actuel : 23x (vs moyenne historique à 32x) • forward PE : 21x • forward PE 2030 : 11,6x Le marché semble aujourd'hui considérer Microsoft comme une entreprise mature à faible croissance. Pourtant, les analystes anticipent encore un doublement du chiffre d'affaires d'ici 2030. C'est précisément ce décalage entre les attentes du marché et les perspectives de l'entreprise qui m'intéresse. Et surtout... D'après mon calcul du juste prix réalisé sur @Baggr_fr, en utilisant un scénario relativement conservateur, j'obtiens une valeur intrinsèque proche de 458 $ par action. Contre environ 390 $ aujourd'hui. Cela représente une décote d'environ 15 %. Maintenant, concernant ma stratégie de vente de puts, l'objectif est simple : Être rémunéré pour attendre tout en me positionnant sur un prix d'achat que je juge attractif pour du long terme. Techniquement, Microsoft à un très gros support long terme située autour des 350-360 $. C'est précisément sur cette zone que je souhaite renforcer. Voyons maintenant quel put je vais vendre. • Strike : 360 $ • Échéance : 35 jours • Prime : 4,35 $ / action Comme un contrat représente 100 actions, j'encaisse immédiatement 435 $ de prime. Je "bloque" donc 36 000 $ de cash tout en étant rémunéré pour attendre. Cela représente un rendement de 1,21 % sur 35 jours. Annualisé, cela correspond à environ 12,6 % par an (théorique). Deux scénarios sont désormais possibles : 1 → Microsoft reste au-dessus des 360 $ Je conserve l'intégralité de la prime et génère ainsi 1,21% de rendement sur mon cash en 35 jours. 2 → Microsoft passe sous les 360 $ Je serai assigné et devrai acheter 100 actions Microsoft à 360 $. En tenant compte de la prime encaissée, mon prix d'achat réel sera encore inférieur, environ 355,65 $ Un niveau que je considère particulièrement attractif au regard des fondamentaux de l'entreprise et de ses perspectives de croissance à long terme. J'ai volontairement choisi une échéance relativement courte (1 mois) afin de maximiser le rendement annualisé et conserver une grande flexibilité. Mon objectif n'est pas de bloquer mon capital pendant plusieurs mois, mais de générer du rendement sur mon cash disponible tout en renforçant progressivement mes plus fortes convictions. Je précise également que l'assignation n'est pas une fatalité. Si le cours se rapproche du strike, je peux également racheter le contrat, le rouler sur une échéance plus lointaine ou ajuster le strike. Je partagerai bien entendu l'évolution de cette position en toute transparence. Et je prévois également de vous parler des différentes stratégies qu'il est possible de mettre en place avec les options. La vente de puts est-elle selon vous la meilleure façon d'entrer progressivement sur une action que l'on souhaite détenir à long terme ?

@AJButton2 And it’s quite cheap now.

Adobe has $27 billion remaining in authorized buybacks. Its market cap is $88 billion. If it uses the buyback budget, and the stock price does not change, then it will retire ~30%~ of its shares. This is more buyback than Alibaba did when it was at $80. $ADBE

@chitchatstocks PLTR is cheap compared to past.

$PLTR stock is now flat over the past year

@watoulsky It seems cheap compared to past.

$MA Mastercard cotiza a la valoración más baja de los últimos 5 años tanto por beneficios como por FCF pese a que su crecimiento está reacelerando.

@Investors___X It’s quite cheap compared to past.

Seriously is $BABA really going back to $80 or what? What happened to the AI and Cloud boom?