dig-list

101 posts

dig-list

dig-list

@dig_list

Love finding value in stocks. Value = Earnings+Growth+Some other things Hope to share and gain some value from like minded seekers. Please share if you enjoy.

参加日 Mart 2023
27 フォロー中8 フォロワー
Barchart
Barchart@Barchart·
BREAKING 🚨: Nike $NKE plunges to its lowest price in more than a decade 📉📉
Barchart tweet media
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Bob
Bob@lifeofthebob·
Are we sure this isn’t a crazy buying opportunity for $NKE? Let’s be real, Nike isn’t going anywhere.
Bob tweet media
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dig-list
dig-list@dig_list·
@WinnerInvestor Or, just sells some puts and collect money with minimal risk.
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Winner Investor MD
Winner Investor MD@WinnerInvestor·
A JOKE. 1) If you want to underperform and live in pain, go all in $SOFI 2) If you want even more pain, buy $SOFI with leverage. 3) If you want the maximum pain, get a personal loan, use portfolio margin, and buy call options on $SOFI. I am in between 2-3. I do think it's cheap here if you can keep the shares. Not financial advice.
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dig-list
dig-list@dig_list·
@j0fdw @QualityInvest5 Good. I'll get into the train then, when it happens if valuation remains as it is.
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dig-list
dig-list@dig_list·
@meetblossomapp Being down doesn't make them cheap. Some are, some aren't in this list.
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Blossom
Blossom@meetblossomapp·
Looking for cheap stocks? Here are 7 of the most over-sold SaaS companies over the last three months. 1. $MNDY - Monday,com: -49.28%
Blossom tweet mediaBlossom tweet media
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dig-list
dig-list@dig_list·
@RentYourStocks It's standard for european companies to report the buybacks weekly
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I Sell Options Guy
I Sell Options Guy@RentYourStocks·
Can we talk about something without everyone getting mad... Isn't it nice to see a $NVO announce a buyback, and then 12 days later, provide an update on the buyback showing they are buying shares. In this day and age, where PooCos are constantly diluting, am I the only one who likes to see this???
I Sell Options Guy tweet mediaI Sell Options Guy tweet media
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dig-list
dig-list@dig_list·
@samuelhyravy @staysaasy This is actually the most bullish thesis about apple at this point. But the valuation vs the growth rate is ridiculous. Good call on management, but not a good investment at current price.
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samuelhyravy
samuelhyravy@samuelhyravy·
@staysaasy Personally, I think this is Cook's best call. To skip all the foundation-model wars, he saves an insane amount of CAPEX and still delivers an amazing model for iPhone. If you believe in the commoditisation of foundation models, it is a perfect strategy.
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staysaasy
staysaasy@staysaasy·
Think different
staysaasy tweet media
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dig-list
dig-list@dig_list·
@wealthmatica Why would we value $NBIS based on revenue? It's a capex heavy business, with the depreciation schedule not even yet properly known. Stellantis is also a capex heavy business, we know the depreciation cycle an it trades at 0.2x sales
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Wealthmatica
Wealthmatica@wealthmatica·
These stocks may be the most ATTRACTIVE small / mid-cap combination on the market. - $PGY at 1.2x P/S - $ZETA at 3.4x P/S - $PATH at 17x FWD P/E - $NBIS at 1.5x FWD ARR Agentic and AI platforms.
Wealthmatica tweet mediaWealthmatica tweet mediaWealthmatica tweet mediaWealthmatica tweet media
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 Q-Cap 
 Q-Cap @qcapital2020·
$30B+ stocks with Negative 5-YR Total Returns Paypal Sea limited Nike Adobe Snowflake Diageo Disney Target AirBnB UPS Pfizer Zoetis UnitedHealth Salesforce Autodesk Qualcomm Verizon Intel ServiceNow Abbott Labs Medtronics Roper Doordash Accenture TakeTwo Shopify
 Q-Cap  tweet media Q-Cap  tweet media Q-Cap  tweet media
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Aria Radnia 🇮🇷
Aria Radnia 🇮🇷@ariaradnia·
Serious question: At what price does $PLTR become undervalued?
Aria Radnia 🇮🇷 tweet media
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dig-list
dig-list@dig_list·
@ReneSellmann Trading at 20x earnings with some revenue growth but almost flat earnings per share expecteduntil 2029. Does not seem to be a bargain.
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Rene Sellmann
Rene Sellmann@ReneSellmann·
Universal Music trading below €20/share has caught my attention! $UMG I've started working on a very thorough deep dive last week already. Let's see if I can get it finished and released next week. As always, you can expect to receive one of the most thorough analyses you'll be able to get your hands on.
Rene Sellmann tweet media
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dig-list
dig-list@dig_list·
@ruimarques84 @RichardWedekin1 Hence my need to go dig deep. I was under the impression that it was something like 33%. If it's that low, then my comment is irrelevant. Thanks.
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Rui Marques
Rui Marques@ruimarques84·
@dig_list @RichardWedekin1 Have you seen that G at the end of LSEG? It stands for group and London Stock Exchange itself generates roughly under 3%–5% of LSEG’s revenue...
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Wedekind Research
Wedekind Research@RichardWedekin1·
Anyone who has been following me for a while knows that I was recently in London 🇬🇧 I visited the London Stock Exchange and well, the building is still standing. I don't need to explain why this company is in a special position. Its competitive advantage is obvious and won't be destroyed by AI. $LSEG is one of the most obvious „Buy“ in the market right now! NFA / Keine Anlageberatung
Wedekind Research tweet media
Wedekind Research@RichardWedekin1

Big Earnings Week ahead! 📑💰 I‘m in London for the week 🇬🇧

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dig-list
dig-list@dig_list·
@DeepIceValue There's none. Don't marry stocks, it will always depend on the risk reward.
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Deep Value Investing
Deep Value Investing@DeepIceValue·
Name 1 stock, everybody should now have in their portoflio, I will start: $AMZN
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dig-list
dig-list@dig_list·
@MitchM_Invest @ftr_investors $MELI trades at a higher multiple because the growth forecast, the margins and the capital intensity of the business are all better than $AMZN
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The Future Investors
The Future Investors@ftr_investors·
$MELI $AMZN Current market logic: "Let’s dump the Amazon of South America… just because Amazon is down" 🙃🤡
The Future Investors tweet media
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