CrocoSight

55 posts

CrocoSight

CrocoSight

@CrocoSight

Welcome to CrocoSight. PE, PB, PS. No market noise. https://t.co/AsAjYUMSpy

เข้าร่วม Mart 2026
69 กำลังติดตาม10 ผู้ติดตาม
BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
Haven't looked at Adobe in a while...my lord No CEO! No CFO! Forward P/E of 9!
GIF
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Cole Grinde
Cole Grinde@GrindeOptions·
$SOFI in the $15’s is the ideal place to start going heavier into the stock if you haven’t already. They’re an extremely profitable business that’s growing at 40%.
Cole Grinde tweet media
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The Wise Investor 🧠
The Wise Investor 🧠@TheWiseIC·
Initiated a position in $MSFT yet again. $389 average for starters. Will continue owning this one on the way down. Keep selling me more shares. Will continue to add to $UBER $RDDT $MSFT if we fall lower.
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Dividendology
Dividendology@dividendology·
$MSFT MICROSOFT IS BACK BELOW $400. This chart paints the entire picture: Trading at their lowest P/E multiple in years, while simultaneously trading at their highest P/FCF multiple in years. It all comes down to ROI on capex spending.
Dividendology tweet media
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Gublo
Gublo@Gubloinvestor·
Success recipe Buy $ZETA at $20 Hold it for 5 years Sell it at $100 in 2030. Its that simple
Gublo tweet media
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Leif | Investing
Leif | Investing@LeifInvests·
$GOOGL was called “dead” by investors in April 2025. April 2025: $145 Today: $358 (+146%) 📈 Now investors are calling $META “dead.” June 2026: $568 2027: ? Is $META setting up for a $GOOGL style comeback rally, or is this time different? 🤔👇
Leif | Investing tweet mediaLeif | Investing tweet media
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dray
dray@drayinvests·
THIS IS GETTING RIDICULOUS $META I NEED MORE CASH
dray tweet media
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Jake Wujastyk
Jake Wujastyk@Jake__Wujastyk·
$MSFT Has turned into one of the seven wonders of the world
Jake Wujastyk tweet media
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Jordan
Jordan@jzrdan·
Every now and then a company comes along that delivers every single quarter, yet investors still won't touch it with a bargepole. $ADBE is doing almost everything that would usually put a business among the very best. The headline tells you everything you need to know... • Adobe Raises FY26 Total Revenue and Non-GAAP EPS Targets • AI-first ARR triples year over year and exceeds $500 million It isn't just these headline figures though, there is absolutely loads to like about $ADBE here. - Revenue up 13% YoY - Diluted EPS of $4.25 (GAAP) and $5.96 (non-GAAP) - Cash flows from operations were $2.17 billion. - Repurchased 8.5 million shares during the quarter. - Total Customer Group subscription revenue was $6.39 billion, which represents 14% YoY growth One of the headlines is CFO Dan Durn is leaving his role to pursue another career path. Personally, I don't mind this at all... Why? Because the business is clearly still absolutely fantastic, yet this isn't reflected in the share price one bit. Maybe a new management team will shine the light needed to make this once-loved Wall Street diamond, shine bright again. I have bought some more just above $200 and set a target to double the buy lower. Full deep dive tomorrow.
Jordan tweet media
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Say No To Trading
Say No To Trading@SayNoToTrading·
$ADBE is worse than $NOW + $INTU combined
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Dividend Dynasty
Dividend Dynasty@DividendDynasty·
TRIPLE BEAT AND DOWN SHE GOES AGAIN. You can’t make this up…
Dividend Dynasty tweet media
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Aria Radnia 🇮🇷
Aria Radnia 🇮🇷@ariaradnia·
$ADBE EARNINGS ARE OUT BEAT EARNINGS BEAT REVENUE RAISES FULL YEAR 2026 REV GUIDE AI-FIRST ARR TRIPLED YEAR OVER YEAR, NOW AT 500M
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Quality Compounders
Quality Compounders@QualCompounders·
$META is a screaming buy here. An ultra conservative projection gives you a 21.8% CAGR.🐂 Projection inputs: 🔹Exit PE: 25 🔹Margin of safety: 10% 🔹Margin: 32.8% -> 35% Results: 🔹Projected Price: $1531.31 🔹Annual Return: 21.8% 🔹Total Return: 168.2% 📌This does not factor any of their new initiatives such as premium subscriptions or AI business agents so there is likely upside to these numbers.
Quality Compounders tweet mediaQuality Compounders tweet media
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Drew Cohen
Drew Cohen@DrewCohenMoney·
Rough year for $INTU Trades at 15x free cash flow (after backing out SBC)
Drew Cohen tweet media
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Carson
Carson@CarsonTalkMoney·
The market is having a great day, but $META can’t get any love! So I went ahead and gave it some love :) - 0.10 shares at $567.94 I’ll continue to stack shares of this great company as it falls! Happy Thursday everyone! What are you buying today?
Carson tweet media
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