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Elliot - UK Investor 💵
80 posts

Elliot - UK Investor 💵
@emcSAS
Investing in high quality compounding companies 📈
Bergabung Aralık 2024
39 Mengikuti18 Pengikut

@NetWorthNotes Definitely buying. $600 is cheap but sub $600 a share is just incredible value.
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@Mikethejourney1 GM Mate.
Just came back from Greece myself!
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Morning all 🙌
Followers building brick by brick, portfolio value been hit by a sledgehammer... I'll take the small wins where I can 😂
It's been a pleasure interacting with you lot recently, finding my niche and providing value where I can 🤓
I don't want to produce content for the sake of content so will probably dull down these types of posts, they may be good for engagement... but it doesn't feel authentic or useful in all honesty 🤷♂️
I think I'll just stick to milestones for now, 500 verified would be great, even if the 5 million impressions seems like an absolute impossibility at this rate 😂
Genuinely appreciate everyone following on the journey, interacting and providing valuable insights of your own 🤝
I've made some big moves this week amongst the market chaos and the support recieved I was not expecting, so thanks for that 🙌
Here's to the next milestone, but most importantly, here's to my fellow FinX community and $BTC maxis, we're all in this together to chase financial freedom 💪
Yours truly,
That mysterious, degenerate, max levereged, 9000 IQ penguin off the internet 😉🐧

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@VJNCapital Correct. Either model you use, the outcome is the same. That was just a small, quick model I used. Regardless, $UBER at these prices is cheap. I’ve invested today.
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@emcSAS Wrong. You are obviously not aware, but the EPS model you are using includes non-operating income losses of $1.5B
Not relevant for core business valuation
That is why I use the FCF model

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$UBER valuation is actually hard to ignore at this point
Assuming:
- FCF growth slowdown 25% -> 18%
- P/FCF stays at all time lows of 15x
In 5 years that gives us:
- Stock price of $162
- Total return of 122% (17.3% annualized)
Basically market beating returns from a bear case
And btw, this is not including accelerated buybacks of 5% per year growing at 70% YoY


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Completely agree with these buys.
I only hold four stocks, and three of them are these names.
Patience at these levels is key. The market is giving investors an opportunity, not a reason to panic.
Watching people sell now while the thesis remains intact makes no sense to me. I’m happy to sit tight and wait.
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$MSFT $META $NFLX Have been lagging this whole entire 30%+ $SPY $QQQ Move.
There will be a dip in the coming days and weeks to the tune of 3-5%+
This is where you should buy, as usual many want the dip but don’t execute.
I will be buying those 3 names above as they are due for some upside movement, beaten down, red on the year names that are not going anywhere.
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$NFLX is using generative AI and natural language processing to improve content recommendations, per Bloomberg.
Netflix product chief Elizabeth Stone said AI can help viewers deal with content overload by making recommendations more personalized, interactive, and tied to what someone wants to watch in the moment.
Netflix is also testing a voice interface that combines viewing history, preferences, and trending data to make more tailored recommendations.

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@Investorgurued This is the way. Consistency is key 🔑
Do you buy any individual stocks?
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