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What are you buying today?


LowIQinvestor

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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.

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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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