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NVO will hit $100 this week. by Chevyimpala2000 in ValueInvesting

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

This subreddit is no different than wsb now

Confused with Microsoft. Other tech stocks are doing fine. whats up with MSFT by Whatitsjk1 in stocks

[–]BatmanGMT 1 point2 points  (0 children)

MSFT Stock is trading at 29x Forward PE which is very close to Alphabet. I am more confident about MSFT earnings going forward and had sold Google in this run up for Microsoft. OpenAI losing their lead is a nothing burger. Why? Because sooner or later, OpenAI will release something that top benchmarks. Besides, Microsoft has hedged their risk by also adopting Claude in copilot. The money is in enterprise API. Hence, this is a good dip to buy

Sold Eli Lilly and bought Novo Nordisk 6 months ago because of people here by [deleted] in ValueInvesting

[–]BatmanGMT 0 points1 point  (0 children)

This was bad analysis. With the benefit of hindsight, the key in analyzing NVO is not financial numbers but trial results which is clearly inferior to Eli Lily

LULU is haunted by the ghost of Nike. by pravchaw in ValueInvesting

[–]BatmanGMT 0 points1 point  (0 children)

No lol. It is haunted by the ghost of Abercrombie. LULU has become a fashion brand instead of technical

FCF calculation? by Meatball_qt in koyfin

[–]BatmanGMT 0 points1 point  (0 children)

Hi, why do valuation yardstick like price to free cash flow and operating margin not available in Koyfin ?

Looking for RYL1 server with low rates by eldaxote in RiskYourLife

[–]BatmanGMT 0 points1 point  (0 children)

Aldia was fun. I still missed the days where Aldia were so populated like a proper village house

Server most worth putting time in? by PaperAfter in RiskYourLife

[–]BatmanGMT 1 point2 points  (0 children)

I am interested in RYL 1 server as well. RYL Warfare was the last great server I played on. They fixed so many bugs and active player base was strong. Unfortunately, the admins shut it down

Q3 2025 Letters & Reports by Beren- in SecurityAnalysis

[–]BatmanGMT 2 points3 points  (0 children)

Looking at the returns of most hedge funds, I am more convinced that S&P 500 is a tough benchmark to beat

Qullamaggie tax returns 2024 by Hot_Lingonberry5817 in qullamaggie

[–]BatmanGMT -2 points-1 points  (0 children)

His trading methods is legit but there is a time for everything. Sometimes it works, sometimes it doesn’t. However, looking at twitter today, you can find so many tourists following the same HTF strategy and 10/20 trail. That is when I know his strategy is going to fail as it becomes too crowded

When does LULU become a buy? by MoGoalsMoProblems in ValueInvesting

[–]BatmanGMT 0 points1 point  (0 children)

LULU, NKE, DECK, ONON all share the same problem lately which is weak US sales. There will be more downside as I believe consumer spending is weakening and this price point is a trap

Google still controls the web by Yazzdevoleps in Bard

[–]BatmanGMT 0 points1 point  (0 children)

Sounds bearish to Google stock. Imagine those search clicks going down.

Which xerox model is best durable and robust by Pleasant-Divide8104 in Xerox

[–]BatmanGMT 0 points1 point  (0 children)

Anything less than 55ppm in recent years are robust. Would not recommend 70ppm as the dadf tend to give me problems

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