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Intelligent_Investor

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  1. Depends on timeframe tbh. 3/4 will probably not be great long term compounders, so if your time horizon is decades and not years it might be better to go with stuff like tech every 2-3 years when they get cheap for no damn reason.
  2. I feel like they always have, Warren once he got big enough knew one of the biggest risks to Berkshire was political risk so he wants no part in that at all
  3. I wasn't alive long enough to take advantage of Berkshire's huge run before the 2000s
  4. Wouldn't that be insider trading if Muddy Waters shorted due to knowing insider info that a large shareholder was selling? That sounds pretty illegal to me
  5. Honestly if he wants to short a few more shares I can lend him mine. Just gotta call me up
  6. Most short sellers are frauds themselves is what I've found.
  7. Fiber buildout makes a lot of sense for large telcos trying to replace copper networks to reduce opex, as you are trading a high upfront cost for lower run rate opex, which only really pays off if you have a large enough scale. Not sure how the economics shake out for smaller players
  8. Can you do custom metrics or average over a certain time period on TIKR
  9. Over a short term on pure valuation I think there is a good chance small caps can beat the Mag 7, but long term its very hard to beat a capital light business that can compound equity at 20%+ for over a decade
  10. Tbh churning CC rewards is probably higher ROI given there are methods you can float the spend
  11. Its very rare, most screens just turn up pages and pages of shitcos. Computers have really arbed the shit out of certain types of stocks
  12. Its kinda hard to find cheap growth-ish stocks unless you are willing to back up the truck when megacaps get wrecked for some reason. You could've bought META, GOOGL, and AMZN for $90/share or less just a year ago and Chinese tech can still be had for less than 10x FCF. I've had quite good performance finding low growth, but high quality small to mid caps and buying them dirt cheap. Signet jewelers was trading for around 5x normalized FCF just a few months ago, but they aren't really a growth stock.
  13. I see. I've seen small caps in the 100M-200M range with options, so I assumed it would be possible to find something a bit under 100M with options, but I guess that might be very rare
  14. I feel like with true nanocaps that are undervalued the play is probably LEAPS, because most are either value traps or multibaggers, so the end payout even if owning the common stock looks a lot like an option payout anyways. The option leverage will in turn probably turn a 5x return into a 50 bagger
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