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

@EchoAnalysis $NOW is so cheap now.

$NOW Will be a generational buy 👀 Just not yet. I'm still expecting one more low. Support at the 0.786 fib is where I'm loading the boat. Long term Wave 3 target: 739% 🚀

@TheValueTrade They are cheap now.

Which one is the best value right now? $BABA $112 $BIDU $115 $JD $28

@xItsTinnyx They are both cheap now.

You have $50k to split between $NOW & $SOFI. You can't touch it for 10 years. How you playing it?

@ThierryBorgeat $ADBE is cheap now.

Adobe's $ADBE free cash flow yield just hit 12.72%. The highest in its history, and more than triple where it normally trades. A profitable software business handing you a 12% cash yield is usually a sign the market expects those cash flows to shrink. Here, the fear is that AI slowly eats Adobe's business over the next several years. But a cheap stock can stay cheap for years. A low valuation by itself changes nothing. Something has to shift the story first. For Adobe, that something is a handful of quarters where revenue holds and cash flow keeps growing, quietly proving the AI fear wrong. The buybacks only get more powerful the longer the stock stays down here. And the chart does the rest. Right now the yield tells you Adobe is cheap. It can't yet tell you the selling is done.

@KrisPatel99 It’s cheap now.

Burry is not wrong about $ADBE. I think he's a bit early but in the end I think he will be proven right. Adobe management is giving up short term gains in order to maintain long term dominance over its respective industry. The market did not like that and thus sold it off. I believe Adobe is a generational buying opportunity for those that can withstand the short term pain and look beyond the next 6 to 12 months. Same with alot of other SaaS names. The key will be patience and persistence. Value investing is one of the hardest things to do when investing because there aren't nearly as many regular dopamine hits as someone who purely chases themes that are in upwards movements.

@Saul_Investings $ADBE is so cheap compared to past.

$ADBE Donde los minoristas ven el fin los profesionales ven el comienzo. A buen entendedor pocas palabras, o más bien, pocas líneas.

@Investinc_Intel Feels like $META is cheaper.

Which is the better deal $MSFT or $META?

@ASESOREFA $MSFT is cheap compared to past.

🚨 $MSFT cotiza por debajo de $400 con el PER más bajo en años. Y a la vez en el múltiplo precio/flujo de caja libre más alto en años. Las dos cosas a la vez. No es un error. 📊 Los datos del gráfico: 🔴 PER actual: 21,49x (mínimo del periodo, media histórica 30,14x)

@ftr_investors It’s so cheap now.

$ADBE Adobe is the biggest disconnect between fundamentals and stock price in the market today. 𝗧𝗵𝗲 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 📈 FY26 Revenue est: $26.5B+ (+11%) 💰 Free Cash Flow: $10B 📊 Gross Margin: 89% 🤖 AI-first ARR: $500M+ (tripled YoY) 🔄 Buyback: $25B 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 📉 -62% last 5Y 📊 Forward P/E: 8.2x 💵 P/FCF: 8.0x 🤑 FCF Yield: 12.5% The business has never been stronger 💰 The stock has never been cheaper 📉 Who's right? 🤔👇 🟢 The business 🔴 The market

@JUST_KAWS They are cheap now.

What is going on with $META and $MSFT? Both are down almost 20% over the last year Do you think they will finish the year 🟢?

@danielisdizzy $NOW is quite cheap now.

The "SaaSpocalypse" seemed to be over. But over the last two weeks: $NOW went from $139 to $102 $CRM went from $211 to $165 $PLTR went from $163 to $127 $ADBE went from $274 to $204 The market is once again questioning whether AI will replace enterprise software. The CEO of $NOW explained it perfectly: "The market thinks maybe I can do everything with a language model and build the software myself. But that's not gonna happen. Why would companies rebuild software like $NOW and pay 10x more?" Building software with LLMs is possible. Replacing mission-critical software used by thousands of enterprises is a completely different challenge. Custom-built solutions are more expensive, harder to maintain, and create additional complexity. Meanwhile, companies like $NOW and $CRM are integrating AI directly into their platforms. AI isn't replacing enterprise software. It's becoming another feature inside it.

@AdityaInvests90 @TheWiseIC It’s so cheap now.

I seriously don’t understand why $RDDT is still at $160 after reporting over 70% revenue growth… This is one of the best buys in the market right now that hasn’t ran up much

@DeepIceValue $MELI is indeed cheap compared to past.

$MELI is starting to look cheap.. Here is how I see it.. I’ve been spending time looking at MercadoLibre, and the more I study it, the more I see why investors often call it the Amazon of Latin America. But honestly, that comparison may even undersell what the company is building. This is not just an e-commerce marketplace. MercadoLibre sits at the center of a much larger digital ecosystem: marketplace, payments, logistics, merchant tools, advertising, credit, insurance, and fintech. In one company, you get pieces of Amazon, PayPal, Shopify, and a digital bank operating across a region with hundreds of millions of people and still-low digital penetration. That opportunity is enormous. Latin America still has plenty of room for e-commerce adoption, digital payments, formal credit, and online advertising to grow. MercadoLibre has already spent years building trust, infrastructure, and scale, which are not easy things to replicate in fragmented emerging markets. The recent numbers still look strong to me. Revenue growth remains very high, items sold continue to rise, and engagement across the platform is improving. The market, however, seems focused on margin pressure. That is understandable, but I don’t think it tells the full story. A company growing this fast often has a choice: maximize short-term profits or reinvest aggressively to expand the moat. MercadoLibre appears to be choosing reinvestment. Logistics, credit, fintech, and customer acquisition are expensive today, but they can create a much stronger business tomorrow. That said, valuation matters. I don’t want to justify any price just because the business is excellent. For a conservative valuation, I prefer to assume growth slows over time and use a reasonable terminal multiple. Under cautious assumptions, the stock may not look obviously cheap. Under stronger growth assumptions, it can still produce attractive long-term returns from here. That is the challenge with MercadoLibre. Small changes in growth expectations can create huge differences in valuation. I also have to respect the risks. Latin America is cyclical. Currencies can move sharply. Political and economic instability can hurt sentiment. Competition from Amazon, Temu, Shein, local players, and fintech challengers is real. The credit business adds another layer of risk if underwriting gets too aggressive. So for me, this is not a “back up the truck at any price” situation. It is a high-quality compounder that deserves a place on the watchlist and possibly a modest portfolio position if the price and expected return make sense. If I owned it, I would size it carefully, probably start small, and be prepared for volatility. A 40% or 60% drawdown would not shock me in a business like this, especially if growth stocks or Latin American markets fall out of favor. My takeaway: MercadoLibre is one of the most interesting growth platforms in the world. I just want to own it with discipline, not excitement alone.

@eldaminato $MELI is so cheap compared to past.

$MELI Price to Sales Ratio (TTM Sales): 2.8x

@WheelieInvestor $META is so cheap compared to past.

$META Weekly Chart I'm a long term bull on $META but I don't have a huge position yet We could see a bit more downside to the trendline but I think we bounce hard there $META will see $1000/share in 1-2 years I will be DCAing into this

@TradeTactician1 It’s indeed cheap now.

$MSFT has respected its multi-year ascending channel since 2022 and right now, it's doing exactly that. The dotted path says it all — I expect one more retest of support to carve out a higher low before the next leg up, similar to late 2022. Patience is the trade.

@NotA_Bull Good luck. They’re all cheap now.

This week I added $MSFT, $META, $AMZN, and $SOFI. Thoughts?

@oguzerkan And they are all cheap compared to past.

You don’t need to look far for opportunities. $AMZN, $META and $MSFT all underperformed the S&P 500 since 2021. That was due to a multiple compression as their revenues have almost doubled since then. Now they trade at attractive multiples with double digit growth projections until 2030.

@qcapital2020 And $META is quite cheap now.

$META friendly reminder than the recent executive compensation structure changes are only reached if the stock price hits between $1,116 to $3,727 over the next 5 years

@SilverOakFin $SOFI is cheap compared to past.

What’s $SOFI worth in 12 months? A: Under $15 B: $15–$20 C: $20–$30 D: $30+