Deep Value Investing

@SwissKnifeInv I think so..

@DeepIceValue $PLTR trading at 200x adj. FCF's will eventually drop back down to earth. Still has a long way to go.

How come $PLTR is not benefiting from current Geopolitical situation!? 🤔

@neverEnough32 Yeah but #2 with 5% of the market.. 😅

@DeepIceValue Probably not but it doesn’t need to. Just needs to be a strong #2 and it will 4-5x

Does $AMD have any chance to come close to $NVDA?

@___freespeech people are missing out

@DeepIceValue Big time

$V, $MA and $AXP are undervalued..

@Kuenni_SK Check historical valuations

@DeepIceValue Calling $V undervalued in this market is bold. Quality maybe. Cheap… not really

@MoatHunterX staying away from zeta, too many good picks that I like more

If you get a chance to buy $ZETA under $16 will you take it?

@Escargot4U Sick

@DeepIceValue They were getting an 8% dividend on $OXY

I guess we know now why $BRK.B was stacking $OXY and $CVX for years while the price was not amazing..

@ChrisLloydCFP Exactly

@DeepIceValue That's how commodity investing works. Buy it when everyone hates it, sell it when everyone realizes that oil is the basis for literally everything. Rinse and repeat.

@J3ossybtc Not suprised..

@DeepIceValue Big boys always know more than everyone

@StevenW41110846 Hims is down -55% since my article 🤣🤣

@DeepIceValue $HIMS 🟢 $NVO 🔴

I think we go a bit lower, and then its time to buy! $GLD, $SLV, $AMZN, $V...

@ohcapideas 1 bad geopolitics year could be enough

@DeepIceValue They've owned these shares for 3-5 years though

@FishtownCap You dont understand long term investing

@DeepIceValue "Lol" They're barely breakeven on it, and it's underperformed the broader market by 60% since they entered it, and it's underperformed $XLE by 50%. It was, and is, a bad investment.

@ohcapideas So if this lasts they are making a bank

@DeepIceValue I think they paid around 53 on average

@jimcramer Nooooooooooo

Very oversold...

@FishtownCap Lol

@DeepIceValue Pretty sure you're creating a "everything Berkshire does is brilliant!" narrative because $OXY has been a terribly performing E&P for them.

@ohcapideas I think not.. its 60$ to break even i think

@DeepIceValue Yes although I think $OXY is still only a little above their cost basis

@AJButton2 Well we saw what israel did to gaza

Somebody want to tell me what the freaking off ramp is here? Israel and Iran both think that the other country is trying to *EXTERMINATE* them. Not kill a few, not blow up some buildings, EXTERMINATE. How do you get two such countries to stop fighting? Even if the U.S. pulls out it seems unlikely it will be able to get these two countries to kiss and make up.