5Talent Investor

My thoughts on how to value a company: I don't invest in non-generating assets. A story is nice, and you can get the companies story from X, the news, or just imagining how their business plays out over time. Ask yourself, how much business can they do? How many competitors could they have? Is the company moving in the direction I would like to see them go? etc. How is the industry doing right now? How strong is it's moat? The price is just a number until you compare that number with others and can derive a context. You want to compare the company to it's competitors (why buy $HD when you can buy $LOW?). You also want to compare the company to itself (why is $INTU trading at 35PE when over the last 5 years it averages over 60PE?). Then you want to compare it within it's "class." There are different "classes" of companies. You can define these yourself and they are not hard set. From high growth, to dividend generation. For example: no one invests in $VZ because it's growing like crazy, no one invests in $RKLB because they are profitable. This normally plays into how risky a stock is. If you are looking for high risk/growth, comparing $SLDP to $F isn't going to do anything for you. The only way to come up with price targets (besides guessing) is to extrapolate amount of growth (looking at trends and catalysts) and PE expansion(which way the price needs to move to catch up/keep up with the growth[earnings]). Sometimes all it takes is the story to kick you out of an investment. $PATH has competition from $MSFT, $IBM and others. They aren't doing something these bigger names couldn't do, but the bigger names are not willing to invest in building out what $PATH is building. This makes me hesitant to invest in an already high risk company.

@ModernDayInves @SparkingFIRENC $MSFT

@SparkingFIRENC Every Microsoft tweet does about 10x my normal tweets. Sometimes I just post it 5 times a day and then don’t post for 4 days 🤣

Beer and $MSFT. Recipe for winners.

We don't criminalize being stupid, but instead we criminalize the stupid acts; specifically the acts that negatively influence others. Making it illegal to be stupid leads to eugenics discussions.. haha Nothing on the other rights all requiring ID? Now I need to know how you define the difference between right and privilege. "Add an amendment" while I agree with this, we could also just pass a law through Congress. We don't necessarily need to amend the constitution to protect our citizens. "No matter how stupid they are" does this include felons like I mentioned? Should they have the right to vote?

I really hope this isn’t ai cause this is quite thorough and I’m impressed. Makes me happy someone is willing to use your brain. Rights do come with responsibility correct, but there is no law that says you can’t be stupid. While I wish there were sometimes, as I’d be less pissed off in every day life, we have to accept that everyone receives the same rights. There are absolutely aspects of our lives that are privileges. Driving, running for public office, flying, even working in a lot of aspects. But voting is a right. Not a privilege. So making it harder to have a right, not a privilege, but a right, is asinine. Doesn’t matter if we agree with it or not. If we want that to change, add an amendment. But as it stands, we as a country, don’t have the right to limit the ability for Americans to vote. No matter how stupid they are

I AM SO FREAKING SICK OF THE GOP!!!! WE HAD A GOLDEN OPPORTUNITY TO PASS THE SAVE ACT WITH 50 VOTES AND THEY COULDN’T EVEN DO THAT!!!!!! WHY DO THEY HATE THEIR OWN VOTERS THIS MUCH?!!!! WHAT THE HELL ARE THESE PEOPLE DOING?!!!!

@jCarterinvests @laocoon_7 @HerronMrs2017 @mattvanswol "See the issue you're giving is insinuating that I'm saying anyone is going to lose their ability to vote" That was because: "no wonder you believe people will lose their ability to vote" reads directly into: "I've provided proof"

See the issue you’re giving is insinuating that I’m saying anyone is going to lose their ability to vote. Rather than it make it harder, and hurt the ability for Americans to vote, that initially didn’t have to jump through hoops to have their constitutional right. I’m not trying to be a dick if you’re willing to have a logical convo. But your argument is flawed from the start

@The_RockTrading There it goes...

Surprised $AMZN is not down 50% today.

If I owned a pizza business that has customers lined up around the block, and I can't make enough pizzas. I would buy more ovens before I paid myself.

I agree that normally "Jobs better than expected = no rate cuts/possible rate increases." I want to see how aggressive Warsh is in implementing his plan though. He said his top priority was stimulating the economy. Trump said "growth does not mean inflation" hinting at Warsh's expectation that AI is deflationary and that he can cut rates... I'm sure a book can be written (and many have) on this topic...

@Leo_Traydes Jobs better than expected = no rate cuts/possible rate increases. No easy money, fighting inflation = 2022 possible repeat I've still been piling in the money all morning. Just out here catching falling knives 😅😅😅😅

Holy shit what happened today?!😭

@NotA_Bull I like this one. They are the largest in a tri-opoly in a critical sector: healthcare logistics.

If you had to put $5,000 into a non tech stock right now, what is it? $COST, $KO, maybe $CELH?

What's up with everyone on X having a portfolio of portfolios?

@HyppInvestor @WheelieInvestor Anyone who would be worried would have spent the 0.5 seconds to actually look at the chart. And most of us read a lot of charts..

@WheelieInvestor Bit harsh for a joke mate, I'm sure lots of people were worried for you.

Yes guys, this was a joke My portfolio was glitching hard last night because $SNXX did a stock split But this should not be ok I knew that this was a glitch and not real but how would you react if you say your portfolio at -$200,000? Remember Alex Kearns who killed himself because of a similar glitch on Robinhood? Robinhood should not let these things happen. When your entire net worth vanishes, it could cause you to do irrational things Someone needs to fix this

@fau1in @Polymarket He's not a Republican.

@Polymarket Of course he does. Like I said, republicans aren’t allowed to win in California

JUST IN: Spencer Pratt drops to third in LA mayoral odds, trailing Mayor Bass & Democratic Socialist Nithya Raman.

@booterlehman @Polymarket The people voting early are used to waking up for work.

@Polymarket What a joke. Had a 10 point lead this morning. SHOCKER Fuck California

@BoomerDivvies @LazaroInvestor I think being international and not data center/hardware is really getting to a lot of companies. MELI is another with decent fundamentals and a diving stock price.

@LazaroInvestor I get that, but what do think is keeping the pride down?

Still bullish on $GRAB 🚀🔥 $GRAB is crushing it as SE Asia’s unstoppable super app. Q1 2026: Revenue +24% to $955M, On-Demand GMV +24% to $6.1B, Adj. EBITDA +46% to record $154M, 17th straight beat! Massive buybacks in play. Profitability is compounding hard. This is the accumulation phase. When the market wakes up, $GRAB rockets to new highs

@ModernDayInves Oh.. yeah I'm up near SF so it's normal unfortunately..

@five__talent It’s kind of expected near LA, luckily I don’t live there. Just always catches me off guard

At a bar in California where there are 2 women’s restrooms and one all gender restroom. No men’s. Like okay…

I want my government leadership to be invested in US companies and think they should be allowed to buy the S&P500 index flat or adjusted for marketcap. Just like CEOs get paid with stock to align their interests with making a great company.

@BoomerDivvies @HubbyWifeshubby Meli is interesting with decent fundamentals and a trump administration focusing south of the border. But as for the market being on discount, the MAG6 is mostly trailing the S&P500 as far as PE and I expect their earnings to keep expanding with all the CapEx spend.

@HubbyWifeshubby I honestly have a hard time buying right now.

The last few weeks the S&P 500 keeps reaching and surpassing all time highs, yet I keep buying stocks. I am building today for a brighter future tomorrow

@ModernDayInves You're in CA it should be depressing, not strange... Lol

@five__talent Just a strange thing to see

BRK shouldn't be looked at as a hedge fund. Their profit shouldn't be coming from owning Heinz. It should be coming from the insurance companies they own like GEICO. It should come from Sees. I get that they are special, but why sit on cash waiting for them to buy AAPL again instead of just buying AAPL yourself? I also think insurance is under pressure with AI companies grabbing market share such as ROOT and LMND.

I don’t mean buy all of it at once, I mean it could outright buy any of the companies below the top 25. That’s a different picture to a regular investor buying a piece of a company. Let’s say they buy 115. Fortinet at ~$100b. And it goes up 10%. That’s a 1% gain for BRK. It’s hard for Berkshire to make gains in the market.

Berkshire Hathaway is underperforming the S&P500 by more than 45% since last year. The last time this happened was right before the . com market crash. Berkshire is either significantly undervalued or the stock market is about to have a major crash

@5ABHH @SteveHiltonx What could he give up to the gas companies in this deal? I don't think margins are as large as you think.

@five__talent @SteveHiltonx Making deals With These Company’s California is rich in oil so is the coast Gavin has made deals with china you don’t think Steve could made deals with the gas company’s…….

My plan to CUT YOUR COSTS starts with TAXES: - First $100k tax free - No Tax on Tips for state taxes as well as federal - Vehicle Registration capped at $71 basic fee - Abolish $800 small business tax - No income/property tax for veterans Vote for Change! Vote Steve Hilton ☀️