hardcorevalue Posted June 30, 2025 Posted June 30, 2025 What's the bet on $PLTR. looks a bit pricey to me at 100x rev?
brobro777 Posted June 30, 2025 Posted June 30, 2025 24 minutes ago, hardcorevalue said: What's the bet on $PLTR. looks a bit pricey to me at 100x rev? Without doing any boring research or reading or analysis that value investors do, my shoot from the hip prediction is that a bunch of know-it-alls pile into shorts screaming valuation and then get their asses handed to them as the stock rips higher in a squeeze should be pretty funny to see, haha
sleepydragon Posted June 30, 2025 Posted June 30, 2025 30 minutes ago, hardcorevalue said: What's the bet on $PLTR. looks a bit pricey to me at 100x rev? it’s in wife’s basket. Wife has been right more than I do (ASTS, HOOD, ORCL for example). I get grilled everyday cuz she ask me to buy PLTR at 19 and I didn’t. So now i am buying it and hoping it goes down! The sooner the better! On the other hand, I concluded PLTR is a very important company now. It’s selling a new type of software. It’s still very unique. It could be the early stage MSFT when nobody really understands it well. it’s a small position for me, so i think i can participate a bit
brobro777 Posted June 30, 2025 Posted June 30, 2025 13 minutes ago, sleepydragon said: it’s in wife’s basket. Wife has been right more than I do (ASTS, HOOD, ORCL for example). I get grilled everyday cuz she ask me to buy PLTR at 19 and I didn’t. So now i am buying it and hoping it goes down! The sooner the better! On the other hand, I concluded PLTR is a very important company now. It’s selling a new type of software. It’s still very unique. It could be the early stage MSFT when nobody really understands it well. it’s a small position for me, so i think i can participate a bit Okay if you're hoping PLTR goes down, it probably means it's gonna rip higher Boy your wife is never gonna let that one go, that PLTR at $19
investmd Posted June 30, 2025 Posted June 30, 2025 TDOC Great distribution strategy beats great product. TDOC has great distribution with 90M+ users annually plus hospital systems and is global. Have the data to apply tech. Using tech to help improve both healthcare efficiency and outcomes is low hanging fruit since it's already worked in other verticals, ie : finance, retail, entertainment etc...
This2ShallPass Posted June 30, 2025 Posted June 30, 2025 42 minutes ago, investmd said: TDOC Great distribution strategy beats great product. TDOC has great distribution with 90M+ users annually plus hospital systems and is global. Have the data to apply tech. Using tech to help improve both healthcare efficiency and outcomes is low hanging fruit since it's already worked in other verticals, ie : finance, retail, entertainment etc... What are your thoughts on HIMS vs. TDOC..both as an investor and doctor?
Spekulatius Posted July 1, 2025 Posted July 1, 2025 On 12/27/2024 at 9:19 PM, Spekulatius said: Not sure what the issue is here. I stated I bought ITM and don’t care about other owners as long as they don’t seem to interfere with the operation of this Holdco. Seems like the other owners like cash distributions and ITM seems to run a nice portfolio of companies. They also have shown that they sell at the right price, so it’s a bit like a private equity fund. They are very transparent about the operating performance about their Holdings too, way more so than most private equity companies I have seen. Why would I care too much who else owns this? I down expect a buyout here. https://www.italmobiliare.it/en/investments/portfolio-companies As far as being a dog, they paid a regular dividend of 80c and a special dividend of 2.2€ in May. The latter was from a sale of a holding above marks. Not too bad for a now 26€ stock, if you ask me, First quarter results wee ho hum (due to their coffee business impacted by high coffee bean prices): https://www.italmobiliare.it/en/archive/press-releases/board-directors-italmobiliare-spa-approved-additional-periodic-financial First time they announce a small buyback as far as I know : https://www.italmobiliare.it/en/archive/press-releases/launch-buy-back-program
John Hjorth Posted July 1, 2025 Posted July 1, 2025 (edited) 20 minutes ago, gfp said: Today is a Canadian holiday with no stock market right? Yes, @gfp, From the trading calender at my Investment Bank [in Danish, 'Lukket' translates to 'Closed', and 'Halv dag' translates to 'Half Day'] : Edited July 1, 2025 by John Hjorth
Junior R Posted July 1, 2025 Posted July 1, 2025 31 minutes ago, gfp said: Today is a Canadian holiday with no stock market right? which Canadian stock did you have your eye on today lol
Saluki Posted July 1, 2025 Posted July 1, 2025 Bought a few shares of BYDDY to study it and add slowly as I go. Got a couple of small fills on POWWP (cumulative preferreds). I have some resting bids on it, and it's not very liquid. One day I got a fill for ONE share .Got a few shares of a nano-cap defense contractor that I am studying, but I don't want to name it because it's tiny.
Spekulatius Posted July 1, 2025 Posted July 1, 2025 On 6/28/2025 at 9:31 PM, Hektor said: Thanks for the response @Spekulatius. How would one assess if/when the bleeding from doge has ceased? I guess that will be evident at the next quarterly result and conference call.
Parsad Posted July 1, 2025 Posted July 1, 2025 3 hours ago, gfp said: Today is a Canadian holiday with no stock market right? Canadian stock market is closed. But your Canadian broker will execute US trades...they just might not settle them until close tomorrow or Thursday. Cheers!
sleepydragon Posted July 2, 2025 Posted July 2, 2025 BLDR wife was driving by a new house being built yesterday and was surprised they got a top section of the house done in a couple of days. She says she saw them using a pre-built frame directly.. i thought this is exactly what BLDR had talked about they are doing in their earning calls about their value add products.
sleepydragon Posted July 2, 2025 Posted July 2, 2025 Anyone know why all insurance companies are down a lot today? berkshire, fairfax, pgr, cb, ajg, bro all negative. they have nothing to do with health insurance
Junior R Posted July 2, 2025 Posted July 2, 2025 40 minutes ago, sleepydragon said: Anyone know why all insurance companies are down a lot today? berkshire, fairfax, pgr, cb, ajg, bro all negative. they have nothing to do with health insurance didn't see any other news ...seems like Panic sell
Intelligent_Investor Posted July 2, 2025 Posted July 2, 2025 Probably to do with softening job market and people are spooked on economy. Just usual noise
gfp Posted July 2, 2025 Posted July 2, 2025 (edited) 58 minutes ago, sleepydragon said: Anyone know why all insurance companies are down a lot today? berkshire, fairfax, pgr, cb, ajg, bro all negative. they have nothing to do with health insurance It is possible there was some broad analyst call that I missed. I assumed some of it was deferred selling after end of quarter window dressing but it does see very widespread across the industry. (AAME did hit a new 52 week high this morning, LOL) The only insurance specific thing that I know of today is the Bermuda Monetary Authority finally releasing the year-end 2024 financial statements for all the Bermuda domiciled insurance subsidiaries. December 31 2024 was a long time ago though... https://www.bma.bm/public-filing-overview edit: oh, and this out of Florida? https://www.insurancebusinessmag.com/us/news/regulatory/florida-cuts-state-hurricane-reinsurance-funding-reinsurers-brace-for-impact-541241.aspx Edited July 2, 2025 by gfp
LC Posted July 2, 2025 Posted July 2, 2025 56 minutes ago, sleepydragon said: Anyone know why all insurance companies are down a lot today? berkshire, fairfax, pgr, cb, ajg, bro all negative. they have nothing to do with health insurance Expectations of market softening?
ourkid8 Posted July 2, 2025 Posted July 2, 2025 BABA common shares, it's getting crazy cheap again and buyback's should start to accelerate.
Marco Van Basten Posted July 2, 2025 Posted July 2, 2025 7 hours ago, sleepydragon said: Anyone know why all insurance companies are down a lot today? berkshire, fairfax, pgr, cb, ajg, bro all negative. they have nothing to do with health insurance Earnings estimates were cut for WRB at Truist and that supposedly weighed on the insurance sector
dpetrescu Posted July 3, 2025 Posted July 3, 2025 I typically don’t do much. But over the last 2 or so months I bought some more shares of my favorite company Simpson Strongtie. Today, price isn’t too high or too low, just about right. The market might keep playing games with share price as we search for the right long term interest rate. I think investing in SSD might be my hobby. I also did a little gambling that paid off. Reading the last Scion 13F got me a little intrigues and followed Dr. Burry into EL using LEAPs. Already more than doubled - but of course the lesson is - unless you really go all in on a position it won’t have an impact. Was also thinking about copying with POOL but then what am I doing? I would just be straying from the righteous path. Back to doing nothing.
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