Aggressive Value

4.8K posts

Aggressive Value

@aggresivevalue

25 yrs investing in the markets. Deep value/ asymmetric opportunities. Nothing posted here is financial advice. Just another opinion. DYODD

Katılım Ağustos 2021

149 Takip Edilen8.3K Takipçiler

Aggressive Value@aggresivevalue·1h

When the jokes write themselves

A dios Le pido 👽@Yaronara

טראמפ מעדכן בפוקס ניוז: ״כל מי שהוציא צווי מעצר נגד נתניהו, מאתמול אין לו ויזה ואין לו כרטיס אשראי של ארה״ב - והכספים שלו נחסמו עד להודעה חדשה בבנקים הגדולים בארה״ב.״ ניקולה גויו אחד השופטים שהוציא צווי מעצר נגד רה״מ נתניהו מתלונן: ״זה לא חוקי! הנשיא טראמפ מפר את החוק העולמי.״

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Aggressive Value@aggresivevalue·2d

#oil futures now at 87 for rest of year and 75 for ‘27. Yes OIH is flat since war broke out.

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Aggressive Value@aggresivevalue·3d

$MU “Peak margins” Uh what do you want 112%?

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Aggressive Value@aggresivevalue·4d

$MU If you eating theFUD being peddled spend a few minutes listening to the 6PM call

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Aggressive Value@aggresivevalue·4d

For those wondering why $MU report was below trendforce 100% upside in q 1 revs. Part is from HBM pricing being locked in for majority of 26 volumes. The other is the quarter doesn’t include March. December was up less.

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Aggressive Value@aggresivevalue·4d

Same call by these guys last 3 calls. They have all been squished after reported results to ultimately stabilize and rally huge.

Marko Kolanovic@markoinny

People are surprised that $MU is down on stellar tripled yoy revenues. But they are quiet about the fact price is up like seven fold in the same period. Imagine when shortages are resolved and there is a glut, these stocks will drop 75% $SNDK $MU $WDC $STX

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Aggressive Value@aggresivevalue·4d

@ContrarianCurse It’s cyclical. Just a much longer cycle this time. There is a middle path.

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SuspendedCap@ContrarianCurse·4d

Now, if Memory turns out is no longer cyclical, then ce la vie But if you did wanna short this - this is basically the polar opposite version of the -30% GMs at the trough

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Aggressive Value@aggresivevalue·4d

A lot of “priced in “ talk on $MU. Is 2 years of $100 per year EPS priced in? How about 3? Or 5? (Which is hynix chairman’s forcast). While nobody knows if any of these will play out they are distinct possibilities. Short at your own risk.

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Aggressive Value@aggresivevalue·4d

@TradexWhisperer @OInvests We getting 100% beat on outlook barring extreme sandbagging

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Trade Whisperer@TradexWhisperer·4d

@OInvests The outlook will be good but I am unsure what the market wants, a 100% beat on outlook might be difficult..

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Trade Whisperer@TradexWhisperer·4d

$MU earnings after the bell. Holding, adding, or waiting for the print? What's your trigger to buy more?

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Aggressive Value@aggresivevalue·4d

x.com/no_lies56841/s…

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Aggressive Value@aggresivevalue·5d

ATH on $MU. looking for $15 eps and $23+ guide for next q. Consensus 8.79 / 11. Will be interesting to see how market reacts.

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Aggressive Value@aggresivevalue·13 Mar

GIF

Jim Cramer@jimcramer

Still surprising people that we arguably had no plan for the most important piece of real estate in this war: The Strait of Hormuz? We sunk ships but not the right ones

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Aggressive Value@aggresivevalue·13 Mar

Tio2 prices continue to rise in China this week on the back of sulphuric acid increases. $CC $TROX

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Aggressive Value@aggresivevalue·13 Mar

Finally someone tells the truth.

Israel Advocacy Movement@israel_advocacy

I made the mistake of asking why she hated Jews… I wasn't ready for her answer. 🫣

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Aggressive Value@aggresivevalue·13 Mar

GIF

Jim Cramer@jimcramer

A diplomatic solution could be in the works? Or a separate peace?

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Aggressive Value@aggresivevalue·13 Mar

$VG Company has said every $1 per MMBTU is additional 600 million EBITDA for the year. This is for cargoes that aren't locked for year already. With CP almost sold out for year and Plaq 1 commisioning end Oct, most of open cargoes are APR-OCT. At current levels for TTF, it's almost 5 billion added EBITDA.

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Aggressive Value@aggresivevalue·13 Mar

@abcampbell @Citrini7 Much like your excellent silver thesis.

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Professor Campbell@abcampbell·13 Mar

When people are posting “I liked @Citrini7 better before he got big” you know you have made it.

Aggressive Value@aggresivevalue

Citrini was great before he became a market mover. It’s likely his picks are less effective going forward.

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Aggressive Value@aggresivevalue·12 Mar

Cluseau Investments@blondesnmoney

The only thing that can save us at this point is the Economist

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Aggressive Value@aggresivevalue·12 Mar

$KLXE. If oil production doesn’t increase in current backdrop they should do 30 million in FCF in 26 or 1.50 a share. If it goes up substantially as by Ukraine FCF could be 5. This is your war hedge. Levered stub.

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Keşfet

@ContrarianCurse @TradexWhisperer @OInvests @abcampbell @Citrini7 @elonmusk @BarackObama @taylorswift13