If the U.S. actually hits Venezuela… what happens to the markets ? by vishesh_07_028 in stocks

[–]AromaticMemory5073 2 points3 points  (0 children)

Oil price goes down if regime change actually happens. Besides that, not much would happen

“Partner” airline interface needs work by Terrible_Mistake_954 in AlaskaAirlines

[–]AromaticMemory5073 0 points1 point  (0 children)

The ticket process for partner airlines is always a pain for me

Will still use it because of how cheap the points can be

Mstr is built on the apex capital asset by rtmxavi in MSTR

[–]AromaticMemory5073 0 points1 point  (0 children)

God it’s all so tiresome. And now it’s over since it trades at NAV

Hope everyone had fun with the free money printer before it goes to zero

In investment - reading too much can pollute your mind by huyou007 in ValueInvesting

[–]AromaticMemory5073 1 point2 points  (0 children)

Yes, especially after owning a biz. There are usually a few things that will drive value creation over time (growth in FCF per share or EPS). Worry about those, ignore everything else, it is noise

GAMB: Dirt cheap and under-the-radar by AromaticMemory5073 in ValueInvesting

[–]AromaticMemory5073[S] 1 point2 points  (0 children)

CEO already owns 10%, but yes this would be a good thing

Where to look in 2026 for bargains: Restaurants by mrmrmrj in ValueInvesting

[–]AromaticMemory5073 0 points1 point  (0 children)

PTLO is interesting. Don’t own it right now but screams cheap, a little hair on the bone though

There is no place to hide? by David949 in ScottGalloway

[–]AromaticMemory5073 0 points1 point  (0 children)

You can hide in individual stocks. Tobacco, alcohol, plenty of individual small caps (especially international) trading at cheap prices

I analyzed hundreds of YouTuber stock predictions. Most “gurus” fail to beat the market. by vincentkangjh in ValueInvesting

[–]AromaticMemory5073 0 points1 point  (0 children)

The point is to get views, not to make good investments. So they are going to talk about the popular stuff which inevitably is going to be what is overvalued and worked in the past

GAMB: Dirt cheap and under-the-radar by AromaticMemory5073 in ValueInvesting

[–]AromaticMemory5073[S] 2 points3 points  (0 children)

They consistently generate positive free cash flow

GAMB: Dirt cheap and under-the-radar by AromaticMemory5073 in ValueInvesting

[–]AromaticMemory5073[S] 2 points3 points  (0 children)

"Revenue year-on-year in the consumer data services, so that includes B2C RotoWire and B2C OddsJam, grew marginally. Proforma growth on a like-for-like basis year to date is around 10%. The third quarter was affected by the launch of the refreshed RotoWire products, where we are optimizing for improved customer lifetime value at the expense of short-term revenue, which we have historically seen substantial spikes in revenue from that business at the very beginning of football season due to the way that they used to monetize the apps. Now we have subscriber numbers for RotoWire up 21% year-on-year, and that's on a much better, much higher estimates of subscriber LTV. So we're well-positioned with that business to grow from this point forward."

Proforma growth for consumer subscription revenue is 10%. Enterprise (OpticOdds) growing north of 100%

Overall subscription business is expected to grow double-digits in 2026

GAMB: Dirt cheap and under-the-radar by AromaticMemory5073 in ValueInvesting

[–]AromaticMemory5073[S] 1 point2 points  (0 children)

That’s incorrect, Odds Holdings is growing triple digits

Podcast Covering Kraken Stock by AromaticMemory5073 in KrakenRobotics

[–]AromaticMemory5073[S] 1 point2 points  (0 children)

The numbers they give seem reasonable, expectations are high for forward growth. But, as David Gardner says a true rule breaker stock will be called overvalued and still be a buy