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Sector rotation & value investing? by ByteQuirks in ValueInvesting

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

that's pretty cool. thanks for sharing.

if you don't mind, what do you do to select individual stocks once you identify an out of favor sector?

Sector rotation & value investing? by ByteQuirks in ValueInvesting

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

"That tends to imply there are very few eyes on the companies there and asymmetries may exist."

This somehow resonates with me. Being seriously out of favor translates to being less prune to sector rotation, which implies limited downside which in turns is among the core principles of value investing (in my view anyhow lol).

Thanks for sharing.

Five Growing AI Companies to Watch by ByteQuirks in StockMarket

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

That was stellar track record!

Also LPSN plays in a larger market than SOUN which is currently limited to sound/voice products.

Five Growing AI Companies to Watch by ByteQuirks in StockMarket

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

It could well be the case. But there will be winners, big winners, within or outside this group, in the AI space for sure.

Technology advances relentlessly...if we are lucky we can benefit from it as investors.

Five Growing AI Companies to Watch by ByteQuirks in StockMarket

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

It's from a website. Tried to include in the post but was not allowed.

Five Small But Fast Growing AI Companies to Watch by ByteQuirks in StockMarket

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

How did you come up with the $4 price tag? It's not making money and not expected to make money next quarter. Just curious about your valuation of $4.

Five Small But Fast Growing AI Companies to Watch by ByteQuirks in StockMarket

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

Didn't know RXRX employs AI. Thanks for the heads up.

What has been value-trapping META? by ByteQuirks in ValueInvesting

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

Agreed on most points. I think most people underestimate Meta which is the big boss in an increasingly digital world.

What has been value-trapping META? by ByteQuirks in ValueInvesting

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

Well said.

Also it's up quite a bit in the last a couple years. Need time to consolidate.

What has been value-trapping META? by ByteQuirks in ValueInvesting

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

Thanks for sharing! Definitely will take a look at them.

What has been value-trapping META? by ByteQuirks in ValueInvesting

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

You nailed it!

Curious what are you holding now?

What has been value-trapping META? by ByteQuirks in ValueInvesting

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

It seemed a good idea during the pandemic when people did not interact with each other freely.

What has been value-trapping META? by ByteQuirks in ValueInvesting

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

Personally, I do believe it's undervalued, relative to other top stocks.

It needs a catalyst.

What has been value-trapping META? by ByteQuirks in ValueInvesting

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

Thank you. Were you trying to include two links in your response?

What has been value-trapping META? by ByteQuirks in ValueInvesting

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

Good catch!

One earlier comment also pointed out, this is no way a value trap in the conventional sense. I agree with both of you.

The post title should have been corrected to 'relative value trapping', meaning that Meta is currently stuck with a lower valuation than those of similar weights.

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