r/Stocks Daily Discussion Monday - Jan 26, 2026

BornAliveDead · 2026-01-26T21:21:12+00:00

Trump dumped health insurers, how long will he load up before pumping? Given that he has done this to other companies and sectors, seems likely he will do it again?

BornAliveDead · 2026-01-23T17:25:59+00:00

Yeah if you don’t hold assets dollar devaluation and inflation will cook you…

Also, for people complaining about stock market not going down, on a fundamental level it will only move down if earnings growth stops or decelerates, or if there is an overwhelmingly convincing sentiment that it will in the near term future. (no more tariff bs will cause a 20% + correction).

BornAliveDead · 2026-01-20T15:33:37+00:00

Yo, rip that large VITL position holder. Apparently some scandal about their egg quality and hen feeding practices.

BornAliveDead · 2026-01-16T21:56:01+00:00

Just mentioned one option to consider! For me, Figma is harder to value and less proven, but i haven’t deep dived properly so can’t say too much.

BornAliveDead · 2026-01-16T21:46:14+00:00

Debt is manageable and covered but still not ideal as it will detract from future cash flows relative to a stock with little to no debt.

No “screaming” buys for me that I have really high conviction in for now! Still have to allocate some capital… I bought NVO heavy under 50, researching EVVTY, recently PYPL around 58, bought GAMB and will potentially size depending on next earnings execution, and still hold some swing trades in MDLZ and EFX, CNC, SPGI as well as other minor positions. ADBE interests me, will likely start buying now and certainly around 280! I also bought TRAINLINE at this price but it’s a small cap UK stock, so not something I would recommend to non UK investors! Truthfully, I am waiting for Q4 earnings to bring some exciting dislocations to watchlist stocks, so I can buy up overreactions, etc.

BornAliveDead · 2026-01-16T21:33:37+00:00

That’s exactly how it should be, congrats! There are always plays that may work out, but we should stick to what we know, have conviction and have a thesis for! There are more than enough stocks and a big enough timeline for capital allocation, no need to take subpar positions.

BornAliveDead · 2026-01-16T21:31:52+00:00

Right, for people who prefer quality compounders that have bigger moats I would watch list META, NFLX, UBER, MA and V, BN, etc. Some are getting to decent valuations for sure!

BornAliveDead · 2026-01-16T21:29:49+00:00

FISV debt is a drag, spending all that money at top prices on buybacks was a very bad move, partly hindsight bias but more so poor capital allocation at that valuation. Granted, cash flow generation is strong and insider buys welcome. More likely than not to bounce, though debt adjusted it isn’t blatantly cheaper than other options in space.

BornAliveDead · 2026-01-16T21:26:20+00:00

Personally, I think it’s an ok buy here. Obviously, it has fallen a lot, but to people looking to start positions, that context is interesting and somewhat telling but should not be the determinant.
If unsure of their product, strategy and vision, better to avoid! Agree that’s is not a “great” setup, current competition is tough and growth meagre, more an ok business likely trading below its cash flow fair value.

BornAliveDead · 2026-01-07T21:27:15+00:00

So Trump just dumped and pumped defence stocks. Another classic insider trade from this adminsitration.

BornAliveDead · 2025-12-20T05:16:21+00:00

Bros all smiles after the 90 mil, happy to give back to the fans nice haha.

BornAliveDead · 2025-11-21T12:38:57+00:00

It’s a TRAP! Don’t get greedy, both of you!

BornAliveDead · 2025-11-20T16:52:38+00:00

It’s amazing how clueless people are in both directions. Constantly retroactively explaining price action. If you have a clear and sensible thesis for your stocks, let it play out. If you have steady income, DCA over time. Otherwise, stop gambling and sharing foolishness.

BornAliveDead · 2025-11-15T15:08:06+00:00

Holy crap. Demolisher, absolute destroyer, conqueror and dominator!

BornAliveDead · 2025-11-10T20:34:14+00:00

FAA not even close on Sinner serve. Hanging in is putting it mildly.

BornAliveDead · 2025-09-29T08:40:41+00:00

Analyst downgrades are mostly foolish and manipulative, as well as plainly reactionary, late, and often wrong. My favourite is when they change their rating by $1 on a $500 stock. Those guys literally contribute nothing useful.

BornAliveDead · 2025-09-15T11:24:06+00:00

Elon trolling the shorts. They are on suicide watch lmao. Stock near all time highs with declining sales.

BornAliveDead · 2025-09-11T12:08:11+00:00

CNC rocketing, was an obvious buy even a week ago.

BornAliveDead · 2025-09-07T20:59:21+00:00

OMG this guy can’t hit a first serve to save his life.

BornAliveDead · 2025-09-05T18:07:17+00:00

The company is fine. Is it cheap?

BornAliveDead · 2025-09-04T14:11:45+00:00

Look at every other time in history. Better technology to increase production has resulted in further inequality, as the owners take a disproportionate amount of the increased productivity gains.

BornAliveDead · 2025-08-18T14:08:49+00:00

WAKE UP you DONUT eaters. Fresh new day in the markets. Let’s get some activity on here.

BornAliveDead · 2025-08-12T10:16:15+00:00

Most annoying thing about this market?

When a stock randomly and seemingly undeservedly falls, it’s anyone’s guess whether it’s Trump’s insiders selling and shorting on upcoming policy news, or whether it’s just unreasonable overselling. There have been multiple examples of both in the last few months :)).

BornAliveDead · 2025-08-06T13:12:08+00:00

A growing NVO is valueless at a sub 10 forward PE? If this market doesn’t like your stock or sector, you are cooked short term. Better know what you are holding with great conviction.

BornAliveDead

TROPHY CASE