CrocoSight

I built CrocoSight because most stock apps feel too noisy. No news feed. No price chart obsession. No social trading. Just PE, PB, and PS valuation percentiles for long-term investors. Now live on the App Store: apps.apple.com/us/app/crocosi… Get free subscription: apps.apple.com/redeem?ctx=off… #indiedev #iosapp #valueinvestor

@chitchatstocks PLTR is cheap compared to past.

$PLTR stock is now flat over the past year

@watoulsky It seems cheap compared to past.

$MA Mastercard cotiza a la valoración más baja de los últimos 5 años tanto por beneficios como por FCF pese a que su crecimiento está reacelerando.

@Investors___X It’s quite cheap compared to past.

Seriously is $BABA really going back to $80 or what? What happened to the AI and Cloud boom?

@ReneSellmann It’s cheap compared to past.

Alibaba $BABA is getting closer to the $100/share threshold. Early this year, the stock quickly moved up from $150 to $175, and one would've thought the $200 mark was next. How fast sentiment changes.

@WillBiddy_ It’s cheap compared to past.

$INTU is cheap no matter how you look at it! -P/S of 3.75x vs 10.2x (5Y avg) -P/FCF-SBC of 13.75x vs 68.5 (5Y avg) -P/E of 17x vs 58x (5Y avg) Are you taking advantage like me?

@ModernDayInves MSFT is cheap compared to past.

Everyone saying $MSFT has been dropping a lot with no news is not following very closely… The company has had a lot of negative news. But let me ask you a question. Do you actually see a world without Microsoft? I don’t.

@LorenzoBolsa And it’s so cheap compared to past.

$NU divergencia bulish 🟣 La ultima vez que hubo tal divergencia (poco volumen de venta!) reboto 20% ≈

@longriverCM Agree. It’s cheap.

Adding $NFLX on my watchlist as well. I think $75 will be a lovely price for me to start a position. Hope it'll get there. :)

@TradexWhisperer Cheap or expensive?

$MU 8.3x $SNDK 8.7x The entire AI trade runs on memory, and memory trades at 8x. Nomura says $1.4 trillion TAM by 2030 but the market is pricing it like a dying industry. The Bargain of the Century is staring at you.

@SergeyCYW And MELI is so cheap compared to past.

$MELI is down -39% from 52w high, but growth is not slowing MercadoLibre business itself still looks structurally strong. MercadoLibre remains a dominant platform in Latin America, with e-commerce, payments, credit, logistics, and advertising reinforcing each other. This ecosystem creates stronger user engagement and makes the platform harder to replicate. Growth is still accelerating where it matters most. Mexico revenue grew +62% YoY, while Brazil revenue grew +55% YoY. Brazil is especially important because it is MercadoLibre’s largest region and one of the most competitive e-commerce markets in the world. Marketplace momentum also remains strong. GMV grew +42% YoY, while commerce revenue grew faster than GMV, reaching +47.4% YoY. This is important because it suggests MercadoLibre is not only growing volume, but also improving monetization per transaction. The Commerce Take Rate reached 25.7%. Fintech is another major growth driver. TPV accelerated to +50% YoY, while the Fintech Take Rate increased to 4.56%. This supports the view that Mercado Pago is becoming more than a payments tool — it is a financial ecosystem layered on top of commerce. The concern is the credit portfolio. MercadoLibre’s credit book increased +88% YoY to $14.6B, driven by credit cards, consumer loans, and merchant credit. This can become a powerful profit engine, but it also creates risk. New credit card cohorts require upfront reserves and time to mature, which pressures margins and NIMAL. Credit quality needs close monitoring. NPLs above 90 days reached 17.6%, up sequentially, but still below 18.0% in Q1 2025. Valuation is now much more attractive. Forward EV/Sales 2x is near historical lows, while Forward P/E 39x is below its median, key question is whether today’s margin pressure is a warning sign or a reinvestment phase. For now, free shipping, logistics expansion, and credit growth are weighing on margins today, but they will strengthen MercadoLibre’s moat over time.

@patientinvestor It’s cheap compared to past.

What happened to Novo Nordisk? $NVO

@MoInvestingHQ They’re both cheap compared to past.

Anyone else feeling hungry 😋 $META & $MSFT

@NetWorthNotes Agree. And META is so cheap compared to past.

Funny how if $META cut CapEx tomorrow the stock might jump 10%. But what if they’re right to spend aggressively? If those investments work, today’s concerns could look tiny in hindsight. That risk/reward is why I’m so bullish.

@GabGrowth SE is so cheap compared to past.

$SE at $80 is a fat pitch. 10% forward FCF yield on a business that is growing 47% YoY. Market is pricing $SE like it's going out of business.

@0xtechquity Good luck. MSFT is cheap compared to past.

I opened a Microsoft position today 🥳 $MSFT

@gabz_investor05 MSFT is cheap compared to past.

$MSFT below $400 is attractive! • I'm still 2.5% on profit • I'm not buying more (it's 45%) 👇🏻BUT Major investors who I've been following are talking about buying into it and they might do it Well, of course - who wouldn't? Why not? 💬

@timoassi NOW is so cheap compared to past.

REMINDER: TRUMP IS A $NOW BAG HOLDER don't fade

@VJNCapital UBER is so cheap compared to past.

$UBER keeps falling beyond all time lows Now at just 14x P/FCF Management thinks it is dirt cheap so they are plowing money into buybacks 5% of the share count reduced the last year alone! The valuation is at a point where it is hard to ignore

@ContrarianCurse META is so cheap compared to past.

$META going to have to choke down almost 50b of D&A next year and they’ll spend 70% of revenue of capex Why is this stock going down?!

@pepemoonboy META is so cheap compared to past.

Momma I’m scared $META