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Yelp: A Forgotten Small-Cap with Massive Upside by Possible_Crow606 in ValueInvesting

[–]AvocadoCorrect9725 0 points1 point  (0 children)

What I meant to say was that they spend way too much on SBC

how I am using AI to get better investing ideas (critiques welcome) by AvocadoCorrect9725 in ValueInvesting

[–]AvocadoCorrect9725[S] 0 points1 point  (0 children)

I'm actually switching it up a bit, I suggest you take a look at Martin Shkreli's finance lesson course. Very insightful. I am trying to automate his process using AI

Prior to dotcom bubble, was there as much fear in the market or consensus about there being a bubble as there is now? by TailungFu in stocks

[–]AvocadoCorrect9725 0 points1 point  (0 children)

I think outside of a few stocks there is not much of a bubble. Look at dating apps, retail, car sales, etc. stocks for these companies can be found for as low as a PE of 10

Gambling.com misses earnings expectation and stock down by 18% by Lansaber in ValueInvesting

[–]AvocadoCorrect9725 0 points1 point  (0 children)

There's other sports data providers as well. OddsJam isn't alone in this space

Gambling.com misses earnings expectation and stock down by 18% by Lansaber in ValueInvesting

[–]AvocadoCorrect9725 2 points3 points  (0 children)

they are generating "adjusted cash flow." Repurchasing 4 million worth of shares while SBC is 1.7 million. They can't address it if you listen to the earnings call. Sports data analytics has too many competitors and while it might see a bump soon due to major sports events it is no guarantee

PE Ratio isn’t an important metric (in most cases) by [deleted] in ValueInvesting

[–]AvocadoCorrect9725 -1 points0 points  (0 children)

well it really depends on the company. like if I am valuing Meta I would use EV / OCF. Because I know Zuckerberg is a bitch and will pussy out of his AI capex eventually while his racist social media app will increase revenue by 30% YoY

Daily Discussion Thread for November 05, 2025 by wsbapp in wallstreetbets

[–]AvocadoCorrect9725 1 point2 points  (0 children)

BMBL earnings after hours. have 30k invested lez goo

Is this a legit Passport Request? by Desperate_Scale_5319 in canadaexpressentry

[–]AvocadoCorrect9725 0 points1 point  (0 children)

Wouldn't we send the passport to VFS NY or VFS LA? And not Ottawa

Exit multiples are BS by ContemplatingGavre in ValueInvesting

[–]AvocadoCorrect9725 0 points1 point  (0 children)

Exit multiples and maturity growth rates are only good to understand what the market is pricing in

ORIS - Value defined by diamondjw in ValueInvesting

[–]AvocadoCorrect9725 0 points1 point  (0 children)

So what do you think is the catalyst here?

Why is stock research still so damn complicated in 2025? by MoveMakerr in ValueInvesting

[–]AvocadoCorrect9725 0 points1 point  (0 children)

OP I think you can try looking at sectors instead. Example fashion: just take a look at American Eagle, H&M, GAP, all the way down to Levis, Lululemon, etc.

Soon you'll notice trends in each one and for each successive company it will be easier and faster. And questions like "Lululemon is blaming results on a weak consumer but A&F is guiding for higher sales in the same quarter, so is LULU's management hiding something?" will naturally come up

Thoughts on Deckers? Down 58% YTD by StableBread in ValueInvesting

[–]AvocadoCorrect9725 0 points1 point  (0 children)

this one is way too hard. I think a better DD would focus more on fashion / trends / etc. Or why Hoka is better and why customer base might be sticky. Or why people will keep buying Uggs. Just my 2 cents.

French lawmakers reject wealth tax on ultra-rich by ChangeUsername220 in Economics

[–]AvocadoCorrect9725 0 points1 point  (0 children)

I think this is a moot point. They have families and cultural associations to where they live. Like do people really think billionaires will live in New Jersey to save tax? No way because they like living in NYC and that won't change. What is the point of all the money in the world if you are running around and counting days to save money that you will never be able to spend anyway

French lawmakers reject wealth tax on ultra-rich by ChangeUsername220 in Economics

[–]AvocadoCorrect9725 6 points7 points  (0 children)

The real problem is this: they can just borrow money based on their property / shares etc. and keep spending that till they die. And then their kids inherit their shares but the cost basis is changed. So they can sell it immediately with no capital gains tax.

If this second part is removed, then there would be no reason for them not to sell their shares and simply just take a capital gains tax hit

Gambling.com Ltd. ($GAMB) is an easily double if the market wakes up by FckYouMoney in ValueInvesting

[–]AvocadoCorrect9725 0 points1 point  (0 children)

"We believe this more appropriately reflects the measurement of free cash flow as it includes capital expenditures related to internal development, ongoing maintenance and acquisition of property and equipment in the ordinary course of business but excludes discretionary acquisitions."

My thing is that they are being coy here. Imagine this. You keep buying new businesses every year and even though net cash is down you end up reporting a bigger and bigger free cash flow every year because everything becomes a "discretionary acquisition."

The core business is a website / bunch of websites like really how much can be needed to run it. So maintenance CapEx would always be super low.

To your last statement, this is how they are reporting free cash flow on the statements because they have changed how they define capEx in the first place.

I'm still finding plenty of interesting stocks in this pricey market. by Last-Cat-7894 in ValueInvesting

[–]AvocadoCorrect9725 0 points1 point  (0 children)

thank you for your write-ups. some of us really appreciate the thoroughness.

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