ValueFinderZ
523 posts

ValueFinderZ
@ValueZ6912
Value dividend investor - focused on acquiring compounding machines at reasonable valuations and living off my dividends.
Katılım Mayıs 2025
103 Takip Edilen75 Takipçiler

@QualityInvest5 Rip the money's already in someone else's sp500 index fund 🥹
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@QualityInvest5 Now just need adbe earnings tonight to announce that they getting disrupted by ai and rip.
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I GURANTEE YOU
If I had tweeted this when $FICO was at $2000 and $ASML at $700
The answers would be lopsided the other way, it's genuinely wild how much price dictates sentiment
Aria Radnia 🇮🇷@QualityInvest5
What would be harder to compete with: Make a viable competitor to $ASML lithography De-throne $FICO as the industry standard? 🤔
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@QualityInvest5 Price is what you pay, value is what you get ..
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$FICO down 10% over something that WON'T impact their main moat (secularization)
Market is insanely dumb sometimes
Tierra Partners@tierrapartners
I just $FICO is really expensive for what they do.
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@fiscorainvest Is this an experiment ? Why lose sleep and hard earned money by individually porting 2 stocks when you can just buy the index at this point ? Either its sp500 or equal weighted index you'd still have better risk adj and total returns at this point no ?
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Transparency Report: I am currently trailing the S&P 500 by 16.26%. 📉
Note: Documenting my personal journey. Past performance is not indicative of future results.
The Context Early-stage overtrading and a heavy realized loss in $DUOL created a hole I’m still digging out of. These aren't excuses, just the history of the portfolio.
Current Holdings I’m currently concentrated in $FICO and $NFLX. They’ve been fluctuating in and out of the green (currently -2.04%), but the my plan is to hold firm and stop the churn.
The Watchlist I’m looking for a high-conviction third pillar. Favorites right now:
$MCO
$MA
$APP
$MELI
$PME.AX
Tracking for educational purposes. Not financial advice, always do your own DD.
Have you ever had a $DUOL-sized hole in your portfolio?

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@joecarlsonshow Will qualtrim cover international stocks one day ?
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30 years of financials, on a quarterly basis, all at a glance. Hundreds of key KPI's for each major company. Advanced chart-building that's easy to use. A full weekly earnings calendar, earnings call summaries, Simple DCF Calculator, much more, all for $8/month.
Thanks to the 13,000+ paying members! The scale of members has allowed us to grow with zero outside investment. This has been a self funded project from day 1. Now the snowball is rolling quickly. We have huge features coming out soon that you can't get anywhere else.

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@BradoCapital @fiscal_ai Do fiscal also report the custom kpis like fcf2s of csu?
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Reminder that @Fiscal_ai already has all of Constellation's data from this morning's quarterly results.
If your platform is not using the Fiscal AI data API, it is going to be 24-72 hours until it's there.
$CSU.TO.
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@investseekers No backbone at all. We all know how this strategy is going to end up again.
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$NVO and $HIMS have reached an agreement to expand access to FDA-approved semaglutide medicines in the U.S.
Hims & Hers customers will soon have access to Ozempic, Wegovy injections, and the Wegovy pill at Novo Nordisk’s self-pay prices.
Hims will also stop advertising compounded GLP-1 products, and existing patients can transition to FDA-approved treatments.
As part of the agreement, Novo Nordisk has dismissed its patent lawsuit against Hims & Hers (without prejudice).
Link to announcement: novonordisk.com/content/nncorp…
#stocks #investing
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@investseekers At this point it's just time to sell nvo and get it over with. Too much drama and little results.
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$NVO and $HIMS are reportedly ending their dispute and partnering.
According to Bloomberg, Novo Nordisk plans to sell its obesity drugs through the Hims & Hers platform, potentially announcing the partnership as soon as Monday.
The news comes just weeks after Novo sued Hims over a copy of its obesity pill, which Hims later pulled.
Hims shares jumped ~39% in after-hours trading following the report (Novo was only up 2%):
Link to article: reuters.com/business/healt…
#stocks #Investment
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@WillBiddy_ Aren't you just holding some of the biggest and most popular stocks that everyone buys ?
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