@FindleysFinance

The most transparent GARP investor | real-time stock analysis, personal finance, philosophy. $META, $BN, $FOUR, $ADBE, $QLYS, $MSFT, $AMZN. Not financial advice

findleysfinance.com
Joined December 2025
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  • Followers6.2K
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This week I rotated $19,000. Sold $FOUR: $19,000 @ $39.90 avg Bought $META: $5,000 @ $651.87 Bought $AMZN: $14,000 @ $253.06 avg 92% of my entire portfolio is in my top 5 holdings as I hold a small position in $FOUR and $BN.
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FindleysFinance
@FindleysFinance3h
John Armitage at Edgerton Capital has 60% of his portfolio in just 6 stocks! Here's how the LEGENDARY investor is invested RIGHT NOW, Q3 2026 13F! 1/6 Visa $V 14.93% of portfolio
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$MSFT is the most widely held stock; 37 funds own it. $GOOG is next at 36. $NVDA, the AI king? Just 18 funds, placed in 12th on the list.
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FindleysFinance
@FindleysFinance18h
$META is my largest holding at 33.5% weight. That doesn't mean I'm oblivious to the negatives though. I think the stock is severely undervalued. That being said, I don't like them diluting shareholders at this price.
FindleysFinance
@FindleysFinanceOct 26
$META shares fall as they launched a $35B stock + converts offering today to fund its AI buildout. Nvidia, AMD, and Broadcom have expressed interest in buying up to $5B of it. Further plans for up to $60 billion MORE in class C shares early 2027.
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$NVDA and $META just expanded their AI partnership around Muse, with NVIDIA agreeing to put $3B into Meta's stock offering. The company selling Meta the chips is now buying Meta's stock. The AI trade is funding itself. $META is down in pre-market trading.
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John Armitage at Edgerton Capital has 60% of his portfolio in just 6 stocks! Here's how the LEGENDARY investor is invested RIGHT NOW, Q3 2026 13F! 1/6 Visa $V 14.93% of portfolio
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6/6 Alphabet $GOOG 7.28% of portfolio
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John Armitage's updated portfolio, Q3 2026 13F filed October 20th
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@FindleysFinance19h
$AMZN is trading for its LOWEST P/OCF since 2009! How are you not MORE BULLISH on this juggernaut of a company?
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@FindleysFinanceOct 26
BUY BROKEN STOCKS NOT BROKEN COMPANIES! Here's 3 stocks SEVERELY undervalued right now. 1/3 Meta Platforms $META P/OCF 12.33x
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@FindleysFinance23h
I think it's fairly clear to everyone how OVERVALUED $TSLA is. Why are people still buying it at $1.47T? INSANE!
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Another confused soul who believes the efficient market theory... You can disprove this by simply observing the markets.
Marnix@Marnix58280411617h
Replying to @FindleysFinance
The market is always right. Remember that
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“We don’t have to be smarter than the rest. We have to be more disciplined than the rest.” - Warren Buffett
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@FindleysFinanceOct 26
$META shares fall as they launched a $35B stock + converts offering today to fund its AI buildout. Nvidia, AMD, and Broadcom have expressed interest in buying up to $5B of it. Further plans for up to $60 billion MORE in class C shares early 2027.
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If you think $GOOG search is at risk in the agentic AI era, you should be very worried about $AAPL too. Apple made $112 Billion in services revenue in 2025, including $20B from Google alone. If search deteriorates, that's Apples highest margin revenue gone!
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Anthropic filed its S-1 today to list as $ANT. H1 revenue: $16.29B, up from $1.16B a year ago. Net loss: $80.7B, but $72.4B is a non-cash revaluation charge. Reported target: $2T valuation, mid-November debut.
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$QLYS has now grown into 17.3% of my portfolio as my second largest holding. Price: $225 Cost Basis: $101 Returns: 121%, $48k
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