Deep Value Investing

Looks like $HIMS bulls once again forgot who #1 HIMS expert in the world is..

@QualityInvest5 These $HIMS and $PLTR boys know what they are doing..

@SayNoToTrading How many different stocks you hold?

Even on moderate red days, I usually only have 100-300 stocks to go through on my daily losers screener. Today it's 1,000+.

@TomEmesInvests 🤯🤯

@DeepIceValue In terms of stock performance it does 👀

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

@TheLongInvest 2 best companies in the world if we exclude $TSM coz of war risk

$NVDA below $120 $GOOG below $200 Save your cash for it

I guess Buffett and Munger $BRK.B had so much experience and saw so many patterns, that there were able to predict what will work, when, and what wont.. Thats why they were so strict with their picks.. Once they saw a pattern they would go big on it, and had using experience they knew that pattern will eventually repeat.. I expect more theoretical and different approach by Greg Abel.. Berkshire will never be the same again..

@MoatHunterX Thats fair, gl!

@DeepIceValue I have around 80% in quality and 20% in higher risk plays. I use HIMS myself and i like the product and could be a disruptor. $NBIS and $ZETA these are my high beta plays

$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 💪📈

@TomEmesInvests How?

@DeepIceValue Yes

@nealreclus Lets see

@DeepIceValue As inference dominates more and more, they should be better suited to take some market share. At least that's what my silicon engineer friends tell me. 🤷

@nealreclus I dont see it, but i was already wrong on it 🤷‍♂️

@DeepIceValue Probably not, but it does not need to get close to be a multi-bagger.

@Mindset4Money_X Okay

@DeepIceValue Yes sir

$META has officially become a stablecoin 🙃

@Mindset4Money_X Okay, are you canadian?

@DeepIceValue A bit unrelated to this post. It’s the stock I’ve purchased the most in March, so yes.

@Mindset4Money_X Still best risk/reward pick?

@DeepIceValue What about it?

@ModernDayInves So how is $AAPL or $TSLA above? 😅

@DeepIceValue Sure, but I can make a prediction based off math.

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

@ModernDayInves Cant judge if something is good or bad buy if its up or down in a year.. it would mean who had most recent run is the worst buy

@DeepIceValue $GOOG is up 84% in a year. The time to buy was then.

@88magalhaes Yeah, no chance

@DeepIceValue Not a chance. Does not mean it's not a good investment.

@PnlForFamily Nice, gl

@DeepIceValue Holding $OXY as well. Let’s see if momentum continues.

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

What is the play here? $GLD/ $SLV or $NEM/ $PAAS? $B Images: NEM, PAAS..

@WealthyReadings Patiance is the key

Every company's you live time will come eventually. But it doesn't mean you have to buy its stock today because it is cheaper than yesterday. Everyone talks about $META today, but as long as the stock is below key averages, just let it slide lower. Why are you in a rush? You have no idea how low the market could bring the name until stabilizing it again and you won't find the answer in its multiples. Be patient.