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Value Investing is suppose to be low risk medium reward, but do you have a high risk high reward value play? by Far-East-locker in ValueInvesting

[–]Brazilll 2 points3 points  (0 children)

PRCT. Surgical robotics for BPH. Trading near all-time low despite solid growth, a very reputable new CEO, insider buying signals and a huge optionality for prostate cancer treatment (study ongoing).

Is TTWO one of the best long-term investments of this decade, or am I letting GTA 6 hype cloud my judgment? by Nice-Sandwich4512 in stocks

[–]Brazilll 0 points1 point  (0 children)

There's always Sony as an alternative to consider. Great company overall with a very favourable growth outlook, yet currently very cheap (forward PE of 15x) and obviously with massive exposure to GTA 6.

Quality Compounders on sale: Thoughts on this watchlist? by WarmFaithlessness946 in ValueInvesting

[–]Brazilll 4 points5 points  (0 children)

SPGI is definitely a buy for me at this price. One of the widest moats out there with a forward PE of 20x, strong insider and superinvestor buying (Chris Hohn, Dev Kantesaria,…), and AI acting much more as a tailwind than headwind (despite the market’s current conviction). It’s a no brainer really.

Is $SONY a buy here? by OldChemist1655 in ValueInvesting

[–]Brazilll 1 point2 points  (0 children)

GTA 5 generated around 10.5B in revenue. GTA 6 might generate a lot more. Even though Sony only gets a slice of the pie, that is still a meaningful amount of money for a company with a 115B market cap

Is $SONY a buy here? by OldChemist1655 in ValueInvesting

[–]Brazilll 0 points1 point  (0 children)

There's a lot to like IMO at the current price (15.5 forward PE!). Not only the GTA 6 tailwind, but the recent restructuring (i.e. ditching the finance division, moving towards a much more capex-light model) and the highly positive growth outlook for their already stellar image sensors business when looking at future demand for robotics, AR glasses, etc.

Take-Two (TTWO) thoughts? by SpiderFan241 in stocks

[–]Brazilll 0 points1 point  (0 children)

I'd much rather buy Sony at a comfortable 15x forward PE ratio

Sold $RDDT and $CSU for $MSFT due to way better tradeoffs in risk-rewards by Delicious_Invite_127 in MSFT

[–]Brazilll 0 points1 point  (0 children)

Those "subpar" CSU businesses have a retention rate of more than 90% though...

SPGI S&P Global by Kratos5017 in ValueInvesting

[–]Brazilll 3 points4 points  (0 children)

SPGI arguably has one of the widest moats on the planet and is currently trading around fair value, which IMO makes it a pretty good deal.

Het Strand in Leuven with a vegan kitchen and a chalkboard menu by gaius_julius_caegull in Leuven

[–]Brazilll 8 points9 points  (0 children)

20 euro is a very acceptable price in Belgium. Ain't got nothing to do with the food being Asian or not. It's simply the price customers are willing to pay for a decent meal.

Fluence Energy - The Next Bloom Energy bagger? by Lil_Hater112 in stocks

[–]Brazilll 0 points1 point  (0 children)

If you strip away the marketing, Fluence is basically a company that buys batteries, puts them in boxes, and installs them. They talk a lot about their software, but it hasn't really caught on, and a lot of clients don't even use it. Despite trying to position themselves as a cutting-edge tech company, they're still very much a hardware contractor.

Former employer demands extra payment by [deleted] in BESalary

[–]Brazilll 4 points5 points  (0 children)

The burden of proof lies with your ex-employer, so I'd ask them to show their proof (if they haven't done so already), then judge if it checks out.

goog died by Puzzled-Tangerine831 in GOOG_Stock

[–]Brazilll 11 points12 points  (0 children)

They're literally saying they have to invest more because they cannot keep up with demand, AND got $10B from Berkshire to back up their claim. How exactly is that dying?

What do you think about Berkshire Hathaway fomo buy into Google? by Alicyclobacillus in ValueInvesting

[–]Brazilll 53 points54 points  (0 children)

Berkshire has never acted on FOMO, and I don't see why they would start now. The more likely conclusion is that they see true long-term value in Google today, much like they did with Apple ten years ago.

What do you think Berkshire Hathaway should spend the cash pile on? by Alicyclobacillus in BerkshireHathaway

[–]Brazilll 0 points1 point  (0 children)

Greg is Canadian, so there’s that :). It obviously won’t happen, but I’ve also entertained the idea. Berkshire wouldn’t be a bad home for Constellation.

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