Deep Value Investing

Good morning guys! ☕️ What an exciting day in the stock market yesterday! $GOOG and $FTNT providing us with some fireworks..🩸 Which stock do you expect to entertain us today? Im looking at $AMZN and $MA, but its going to be interesting to see if $INTC gets broken down.. 👀

Are you buying $GOOG tomorrow when market opens?

Sooo.. Maybe its time to pay attention when I make high conviction articles (check the BIO) like this one.. $GOOG is currently down -8% after reporting earnings.. • Revenue $127.6B vs Est. $127.9B ❌ • EPS $2.12 vs. Est. $3.01 ❌ • Operating Income $40.6B vs Est. $43.2B ❌ • Cloud Revenue $30.7B vs Est. $29.1B ✅ • CapEx $51.4B vs Est. $55.8B ✅

WTF HAPPENED!?!? 😱 $FTNT is down -27% after earnings..

Greenhaven Associates Fund just reported its Q3 portfolio update! They fully sold: $ACN which was around 5% of the portfolio, and $EPAM which was 0.54%.. The biggest adds were: $LEN (1.78%), $BDX (0.5%), $DHI (0.43%) They also reduced their positions in: $LEA, $BAX, $JPM, and $SCHW .. Not many exciting moves here except closing of $ACN after its +100% run in recent months..

$SKHY doing nice today! 👀 I think it had a significantly better valuation than $MU ..so I bought a bit before the runnup, +15% now ✅️

Visa $V just reported its Q3 earnings: Net revenue: $12.1–12.14, up ~13% vs. consensus of ~$12.90B ✅️ Adjusted/non-GAAP EPS: $3.48, vs consensus of ~$3.44 up ~17% ✅️ GAAP EPS: $3.19 (up ~22% YoY). GAAP net income: $6.0 billion, up ~18% YoY. Key volume drivers (constant-dollar basis): Payments volume: +9% Cross-border volume: +14% Processed transactions: ~74.2 billion Other notes: Operating margin (GAAP) around 60%; client incentives grew faster than revenue in the quarter. Shareholder returns (buybacks + dividends) were ~$5.2 billion. ✅️

Why $MU is not actually cheap.. A: I can sell you my 50m² apartment for $1B.. B: Well thats expensive A: Ok you are right, I will reduce price by 99%, just for you, $10M B: Oh wow amazing discount, I will take it. In short term market is a voting machine, and thats why some stocks go far above their intrinsic value.. $MU, $SKHY and samsung can sustain this kind of insane earnings..

Would you still use $GOOG browser, or switched to a different one.. If $META restricted access to IG, FB, messenger, wapp, threads?

Guys, are we excited? $TTWO Who is playing GTA 6 on 23rd? 🤯

Surprised $SOFI beat on revenue and EPS, and raised guidance! 😱 Stock is up +6% in premarket . $SPGI also beat and raised guidance, very nice report.. ✅️ Stock is up +2% in premarket

Watching $SOFI, $V, $SPGI earnings today.. 👀

Would you still use $AAPL products or would you switch to andriod.. ...if $META restricted access to IG, FB, wapp, messenger, threads?

$NU is down -20% $MELI is down -13% $PBR is down -15% Brazil looks cooked, anybody buying? 👀

Good morning good people! ☕ Are we ready for this week and the upcoming earnings? Earnings I will be watching.. Monday: - $WHR - $CINF Tuesday: - $HOOD - $SOFI 👀 - $SKHY - $UPS - $V 👀 - $KO - $ENPH - $PYPL - $SPGI 👀 - $WM Wednesday: - $MSFT 👀 - $GOOG 👀 - $TMUS - $FDX - $CMG Thursday: - $LLY - $RDDT 👀 - $COIN - $AMZN 👀 - $SBUX Friday: - $CNI 👀

ETF = no skill, stock picking = skill + discipline Do you agree?

$META going back to 530-550 range would be an easy all-in for me..