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Posted

T (as in AT&T)

 

7% dividend, stock buybacks, debt paydown, trading for somewhere around 8-9x fcf.  Yes the business is stagnant but they own HBO max and that is actually growing fast.  To tie to current trends, it is an inflation resistant investment.

Posted

T (as in AT&T)

 

7% dividend, stock buybacks, debt paydown, trading for somewhere around 8-9x fcf.  Yes the business is stagnant but they own HBO max and that is actually growing fast.  To tie to current trends, it is an inflation resistant investment.

 

Preach.

Posted

SE, SNC

 

Is the music still playing? I almost sold SE this week, but then I checked my notes and the revenue growth and had to postpone the decision...

 

I did napkin math a while ago with 60%+ downside. However they are pushing into Brazil, which gave me an idea to SOP valuation.

 

What’s the value of Shopee Singapore, Shopee Malaysia and so forth. Paints a different picture. With that being said. I’m ready for a 60% drawdown. Rather hoping for it. Only reason why l bought is unsophisticated -  I don’t have any ideas. As soon as one comes up, I’ll exit fully and plow in there.

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