dig-list
101 posts

dig-list
@dig_list
Love finding value in stocks. Value = Earnings+Growth+Some other things Hope to share and gain some value from like minded seekers. Please share if you enjoy.
เข้าร่วม Mart 2023
27 กำลังติดตาม8 ผู้ติดตาม
dig-list รีทวีตแล้ว

@WinnerInvestor Or, just sells some puts and collect money with minimal risk.
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A JOKE.
1) If you want to underperform and live in pain, go all in $SOFI
2) If you want even more pain, buy $SOFI with leverage.
3) If you want the maximum pain, get a personal loan, use portfolio margin, and buy call options on $SOFI.
I am in between 2-3. I do think it's cheap here if you can keep the shares.
Not financial advice.
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@j0fdw @QualityInvest5 Good. I'll get into the train then, when it happens if valuation remains as it is.
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@meetblossomapp Being down doesn't make them cheap.
Some are, some aren't in this list.
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@RentYourStocks It's standard for european companies to report the buybacks weekly
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Can we talk about something without everyone getting mad...
Isn't it nice to see a $NVO announce a buyback, and then 12 days later, provide an update on the buyback showing they are buying shares.
In this day and age, where PooCos are constantly diluting, am I the only one who likes to see this???


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@samuelhyravy @staysaasy This is actually the most bullish thesis about apple at this point.
But the valuation vs the growth rate is ridiculous.
Good call on management, but not a good investment at current price.
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@staysaasy Personally, I think this is Cook's best call. To skip all the foundation-model wars, he saves an insane amount of CAPEX and still delivers an amazing model for iPhone. If you believe in the commoditisation of foundation models, it is a perfect strategy.
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@wealthmatica Why would we value $NBIS based on revenue? It's a capex heavy business, with the depreciation schedule not even yet properly known. Stellantis is also a capex heavy business, we know the depreciation cycle an it trades at 0.2x sales
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@TheBloggins @qcapital2020 You can hold them and be up on your positions. All of them were pretty expensive 5 years ago.
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@qcapital2020 If you hold more than 5 of these names, you get a BINGO!
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@ReneSellmann Trading at 20x earnings with some revenue growth but almost flat earnings per share expecteduntil 2029. Does not seem to be a bargain.
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Universal Music trading below €20/share has caught my attention! $UMG
I've started working on a very thorough deep dive last week already. Let's see if I can get it finished and released next week.
As always, you can expect to receive one of the most thorough analyses you'll be able to get your hands on.

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@ruimarques84 @RichardWedekin1 Hence my need to go dig deep. I was under the impression that it was something like 33%. If it's that low, then my comment is irrelevant. Thanks.
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@dig_list @RichardWedekin1 Have you seen that G at the end of LSEG? It stands for group and London Stock Exchange itself generates roughly under 3%–5% of LSEG’s revenue...
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Anyone who has been following me for a while knows that I was recently in London 🇬🇧
I visited the London Stock Exchange and well, the building is still standing.
I don't need to explain why this company is in a special position. Its competitive advantage is obvious and won't be destroyed by AI.
$LSEG is one of the most obvious „Buy“ in the market right now!
NFA / Keine Anlageberatung

Wedekind Research@RichardWedekin1
Big Earnings Week ahead! 📑💰 I‘m in London for the week 🇬🇧
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@DeepIceValue There's none. Don't marry stocks, it will always depend on the risk reward.
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@MitchM_Invest @ftr_investors $MELI trades at a higher multiple because the growth forecast, the margins and the capital intensity of the business are all better than $AMZN
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