Aydin

930 posts

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Aydin

Aydin

@formerlypeter

💻 Deep Web Scraper: https://t.co/MXXW38CjYQ 💼 My Vending Business: SOLD https://t.co/NRLhXVTVKb 🌐 Homepage: https://t.co/fqJNfTg8WM

Katılım Mayıs 2025
65 Takip Edilen220 Takipçiler
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Aydin
Aydin@formerlypeter·
A clear investing philosophy cuts through the noise. If you’re serious about investing, you need one. • PART 0: Different Camps of Value Investing • PART 1: A Silly Example: Grocery Shopping • PART 2: Act like a Business Owner • PART 3: Evolving Definitions of “Cheap” and Accounting Trickery — 3a: Enterprise Value — 3b: Free Cash Flow — 3c: Buffett’s Strict Owner’s Earnings • PART 4: MISC Learnings • PART 5: Management x.com/formerlypeter/…
Aydin@formerlypeter

x.com/i/article/2035…

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Aydin
Aydin@formerlypeter·
Home builders are funny. A pretty sound economic business but since they’re so commoditized and also scrutinized especially since 2008, they end up being a leveraged play on macro. $DFH up 10% to start the morning along with heavy moves in other builders, although in general still heavily down since beginning of the year. If Trump’s pick Kevin Warsh arrives in May and turns more dovish than hawkish, might be a rocket ship here. Of course, the reverse is also always possible, and homebuilders can suffer very badly in a disadvantageous macro.
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Aydin retweetledi
Deep-Value Stocks
Deep-Value Stocks@mr_deepvalue·
Unpopular opinion: Buying “dying” companies at 2x earnings beats buying “amazing” companies at 40x. At 40x, you need perfection. One bad quarter. One competitor. One rate hike. You’re down 40%. At 2x? It just needs to not die.
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Aydin
Aydin@formerlypeter·
Good call here brotha $UNH $CNC $MON
I Sell Options Guy@RentYourStocks

🚨Managed Healthcare Update If you are in managed healthcare names like $UNH $MOH $ELV $HUM understand that final medicare rates will be announced soon. Managed health care names tend to swing wildly on the announcement. They were hit in January by Trump's rhetoric and lower than normal proposed rates. However... The final number is often better. I believe there is an asymmetric opportunity to play for upside in these names. The pop may be short-lived as the stocks see more distribution. As an option seller, probably not a good time to sell calls unless you are selling far OTM. If selling puts you def want to go further OTM. Table pulled from Grok, not fact checked!

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Aydin
Aydin@formerlypeter·
Speaking of VIC, do people still use it? Been noticing a billion other platforms now. Yellowbrick, SumZero, Substack ofc ... Value Investors Club is appealing because it's free if you post a successful writeup and its been around the block for awhile.
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Aydin
Aydin@formerlypeter·
Why are mechanics and dentists the scammiest professions
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Aydin
Aydin@formerlypeter·
Few feelings better than solving a hard engineering problem you’ve been stuck on for a while
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Aydin
Aydin@formerlypeter·
@Saboo_Shubham_ This is genuinely the most retarded thing I've seen today
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Shubham Saboo
Shubham Saboo@Saboo_Shubham_·
This is getting way too real! I can now get on a video call with my OpenClaw Agents to chat with them face to face. All i need to do is to send them a Google meet invite.
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Aydin
Aydin@formerlypeter·
@SFarringtonBKC Some people expect the same copy paste strat to work forever 🤷‍♂️
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Aydin
Aydin@formerlypeter·
Greatest compliment to a value investor (Don't forget about cheap stocks)
Aydin tweet media
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WaterGape
WaterGape@WaterGape·
vapes are a psyop to condition us to enjoy sucking robot dick p.e.n.i.s. = personal electronic nicotine inhalent system real eyes realize real lies
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Aydin
Aydin@formerlypeter·
If he pulls this off, he is the undeniable GOAT (if he's not already) Semiconductor Fab has got to be the most difficult engineering process in the world There's a reason TSMC is unrivaled
Elon Musk@elonmusk

My idea of a good time is working with amazing engineers to create incredible technology 🤩 The Tesla chip research fab will have all the machines needed to do logic, memory, packing & masks in one building for a lightning fast development cycle. Heaven 💫

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Aydin
Aydin@formerlypeter·
How have I not heard of this before. This might be the best web scraping software I've used and barely any mention of it on Reddit or X discourse
Aydin tweet media
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Aydin
Aydin@formerlypeter·
@om_patel5 Does it code like a caveman too
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Om Patel
Om Patel@om_patel5·
I taught Claude to talk like a caveman to use 75% less tokens. normal claude: ~180 tokens for a web search task caveman claude: ~45 tokens for the same task "I executed the web search tool" = 8 tokens caveman version: "Tool work" = 2 tokens every single grunt swap saves 6-10 tokens. across a FULL task that's 50-100 tokens saved why does it work? caveman claude doesn't explain itself. it does its task first. gives the result. then stops. no "I'd be happy to help you with that." no "Let me search the web for you" no more unnecessary filler words "result. done. me stop." 50-75% burn reduction with usage limits getting tighter every week this might be the most practical hack out there right now
Om Patel tweet media
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Lee Roach
Lee Roach@leevalueroach·
My current 'deepvaluemaxxing' stack: - Wake up at 4:30am and read 10-Ks of trash - 3 hours looking at SEC filings before the market opens - Lift 6x/week so I can hold through 40% drawdowns - Eat single ingredient foods (like my portfolio) - Only buy crap stocks that everyone pukes at - Beer - Pray 8:30pm bedtime so I'm rested enough to explain to my wife why I bought another obscure Midwest holding company Wouldn't change a thing. (Portfolio is up and she still doesn't get it.)
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Aydin
Aydin@formerlypeter·
Also ex-dividend on $VSNT tomorrow. $0.375, about 1%. Or 4% annualized. We love a good dividend on a cheap stock.
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Aydin
Aydin@formerlypeter·
$VSNT Media remains one of my favorite investments right now. Free cash flow (minus SBC and CapEx) of $1.8B, at a $5.2B market cap, a $4.6B EV, with a 4% annual dividend and a $1B buyback program. That’s a PE of less than 3 with proper capital allocation to boot. You don’t find mid-caps this good, this cheap, this often.
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Aydin
Aydin@formerlypeter·
Assume you’re talking about $BARK. That company is a masterclass in burning money. Book value literally disintegrating Quarter after quarter. And also too dumb to accept a 100% upside buyout. I assume the hope is some activist comes in and rights ship…? Feels too risky. They could easily burn another third of equity value this year before any catalysts.
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Lee Roach
Lee Roach@leevalueroach·
This company is pulling in $420M in revenue and Has no long-term debt Trades at 0.25x Enterprise Value to Revenue Had two buyout bids in 60 days at a price that suggests a 100% upside from current valuations. Management turned the bids down because they were too low!
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Aydin retweetledi
I Sell Options Guy
I Sell Options Guy@RentYourStocks·
🚨Managed Healthcare Update If you are in managed healthcare names like $UNH $MOH $ELV $HUM understand that final medicare rates will be announced soon. Managed health care names tend to swing wildly on the announcement. They were hit in January by Trump's rhetoric and lower than normal proposed rates. However... The final number is often better. I believe there is an asymmetric opportunity to play for upside in these names. The pop may be short-lived as the stocks see more distribution. As an option seller, probably not a good time to sell calls unless you are selling far OTM. If selling puts you def want to go further OTM. Table pulled from Grok, not fact checked!
I Sell Options Guy tweet media
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Aydin
Aydin@formerlypeter·
@gfc4 Buffett Brodie
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George Coyle
George Coyle@gfc4·
Has anyone ever gotten really wealthy trading their own account without experiencing some brutal drawdowns?
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Keşfet

@Saboo_Shubham_ @SFarringtonBKC @om_patel5 @leevalueroach @elonmusk @BarackObama @taylorswift13 @cristiano