Deep Value Investing

@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.

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

@88magalhaes Yeah, no chance

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

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

@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.

@JuanRodrig07 Its intetesting, but patiance might be the pay here

$MSFT Forward P/E at the lowest level since November 2022, now below 22. Is it a buy?

@QualityInvest5 Nahh

$ADYEN NOW TRADING AT ITS LOWEST VALUATION SINCE GOING PUBLIC... ANY INTEREST?

@Ashton_1nvests One day its going to reflect on the stock price..

$UNH just keeps executing. Revenue per share has gone from $194 to $491 in less than a decade. That’s consistent, compounding growth. Yet the stock is being treated like the business is broken… I don’t see it.

@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

@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!? 🤔