DooDiligence Posted July 30, 2025 Posted July 30, 2025 7 hours ago, John Hjorth said: It's a combination of this and stupidity. We'll see how it turns out.
WFF Posted July 31, 2025 Posted July 31, 2025 More NVO today, plan to hold this latest batch for 31 days, and sell the higher costs ones to offset realized capital gains.
aesophawk Posted July 31, 2025 Posted July 31, 2025 ELV. Even with the current headwinds, the pricing on the entire industry seems irrational.
Saluki Posted August 1, 2025 Posted August 1, 2025 Bought a few shares of EPD on the dip. Got a fill on a nanocap that I put in a resting limit order for a couple of weeks ago. I won't mention the name because it's been a few months and I still can't get the position up to $10k. Sold a couple of long dated puts on NVO.
Spekulatius Posted August 1, 2025 Posted August 1, 2025 Bought $PSA (self storage) for my MF and now self storage REIT basket. more $FI (Fiserv) Starter in $BILL and $WDAY
brobro777 Posted August 2, 2025 Posted August 2, 2025 Not buyin stock index futures, if they want me to buy NQ or ES again, they gotta lower the prices!
formthirteen Posted August 2, 2025 Posted August 2, 2025 16 hours ago, Spekulatius said: WDAY I've owned 1 share for a couple of years. Steadily improving margins but the market doesn't care.
gfp Posted August 2, 2025 Posted August 2, 2025 43 minutes ago, formthirteen said: I've owned 1 share for a couple of years. Steadily improving margins but the market doesn't care. At $60 billion market cap it seems like the market is being pretty generous, no? Maybe it was just ahead of itself in 2021
Spekulatius Posted August 2, 2025 Posted August 2, 2025 1 hour ago, formthirteen said: I've owned 1 share for a couple of years. Steadily improving margins but the market doesn't care. They have a good product starting with HCM and moving into adjacent field like expense management, learning systems. they also have some finance and supply chain software that keep plugging away with but hasn’t quite reached critical massing seems. That said, their SBC is too high for a company their size. I do think it is has become too cheap.
Spekulatius Posted August 2, 2025 Posted August 2, 2025 (edited) 33 minutes ago, gfp said: At $60 billion market cap it seems like the market is being pretty generous, no? Maybe it was just ahead of itself in 2021 5.6x EV/revenues. The SBC is high, if you take it out, it becomes much cheaper. For comparison the software rollup ROP trades at 8x EV/ revenues with less organic growth even on a per share metric (to compensate for dilution). No, I am not claiming that WDAY is cheap but yo dot think you need to look at more metrics. Edited August 2, 2025 by Spekulatius
Santayana Posted August 2, 2025 Posted August 2, 2025 More Fairfax, couldn't help myself after that $100 pullback.
formthirteen Posted August 2, 2025 Posted August 2, 2025 4 hours ago, gfp said: At $60 billion market cap it seems like the market is being pretty generous, no? Maybe it was just ahead of itself in 2021 Yes. That's why I still don't own more than one share. I've been looking closer into it recently. Microsoft went sideways for years which is why I sold it at 25 USD about 20 years ago. ADBE and TEAM are also interesting. As growth slows operating margins will probably increase and SBC decrease.
Spekulatius Posted August 2, 2025 Posted August 2, 2025 (edited) 7 minutes ago, formthirteen said: Yes. That's why I still don't own more than one share. I've been looking closer into it recently. Microsoft went sideways for years which is why I sold it at 25 USD about 20 years ago. ADBE and TEAM are also interesting. As growth slows operating margins will probably increase and SBC decrease. ADBE has more terminal risk than other SAAS plays. I think WDAY can benefit from AI while ADBE may have to reinvent themselves . FIGMA being valued as if they disrupted ADBE already makes not much sense to me either. I own just a few shares in WDAY but I think it’s getting interesting. Edited August 2, 2025 by Spekulatius
Hsmpanl Posted August 3, 2025 Posted August 3, 2025 8 hours ago, Santayana said: More Fairfax, couldn't help myself after that $100 pullback. I couldn’t help myself and added going into earnings ha. Will add more next week if it keeps pulling back.
gfp Posted August 4, 2025 Posted August 4, 2025 What on earth is the holiday today Canada? I swear every time I try to place an order y'all are on vacation
John Hjorth Posted August 4, 2025 Posted August 4, 2025 2 minutes ago, gfp said: What on earth is the holiday today Canada? I swear every time I try to place an order y'all are on vacation I recognize the annoying feeling [lol] : Canada Hollidays :
lnofeisone Posted August 4, 2025 Posted August 4, 2025 Bought crox for the fam. Sold crox puts to finance them.
Saluki Posted August 4, 2025 Posted August 4, 2025 Bought a little POWW to study it after the reorg and price drop. Bought a little NVO and some some puts while I study it too.
Pellom Posted August 4, 2025 Posted August 4, 2025 Loading into treasuries. My boss is bragging to me about his day trading adventures. He says he's "mapped out the next 300 days" and "if I get a 3% return each day, I'll have one million dollars." Figure the investing gods are sending me as message to be patient and take some risk off the table.
texual Posted August 4, 2025 Posted August 4, 2025 lol Saturday evening I loaded onto Cardano (ADA), Stellar Lumen (XLM), XRP, and BTC Today: Added to BRK.B Added to PFE Added to INTC Started position in Metaplanet
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