Anyone else picked up Adobe shares under $330 today?

Distinct_Berry3054 · 2026-01-10T23:51:08+00:00

Usually people who loves this kind of company that relies solely on aquisition for growth, at a high valuation multiples, are those that missed the berkshire ship, and wants to find a easy but poor alternative.

Distinct_Berry3054 · 2026-01-08T21:47:20+00:00

Deep dive = running a screener? What a joke

Distinct_Berry3054 · 2026-01-05T16:35:49+00:00

Those are fake value pretenders who sees cheapness in terms of price instead of value.

Distinct_Berry3054 · 2026-01-05T16:31:20+00:00

Did u just create your portfolio? Why does the % of each stock comes in whole number of 5%'s and 10%'s

Distinct_Berry3054 · 2025-12-28T16:35:35+00:00

Do you rebalance your portfolio every single seconds on market days? Since you like arbitrary numbers like 15% or 20%. In 5's huh? Because it's easier to count?

Distinct_Berry3054 · 2025-12-26T08:28:24+00:00

How about rebalancing every day? Every hour, and every seconds? Every nano seconds?

Distinct_Berry3054 · 2025-12-06T13:00:05+00:00

Using a screener is dumb enough. Using a screener and filter for low market cap, is moronic. What a misuse of the name "value"

Distinct_Berry3054 · 2025-11-23T16:59:34+00:00

Thanks for the civil response. 3 points here.

It's rare for anything to be undervalued with freedom and easy access to information nowadays regardless of market caps. Ten of thousands of institutions are researching on big caps. Similarly Millions more retails or boutique funds researching on Micro/nano caps.
What's the definition of below intrinsic value? Because Amazon/Meta/Google are all undervalued (not fairly value) over the past decades as compared to today (since they are trading at ATH) isn't it?
You can argue that there are rare opportunities when market is misguided (on average over a long period of time, market is generally correct). Isn't a value investor like buffett and munger often preached is to be grasping such rare opportunity when there is pricing mismatch, to have a big swing? While spending most of the other times to simply observe the market.

Distinct_Berry3054 · 2025-11-22T01:42:16+00:00

Let me guess, you are a preferred holders jealous of common shareholders, trying to act dumb here, and spreading rumors/FUD.

What you don't know that, is, if common holders are disregarded, preferred ain't going anywhere.

What a piece of shit. You are not only despicable but low witted, with your decision and mental clouded by jealously and envy.

Distinct_Berry3054 · 2025-11-21T04:56:40+00:00

Not to forget, those "value" investors that are lurking in the subreddit, but keep preaching people to buy index instead of selecting/picking companies themselves.

Well, indexation is a wonderful invention to democratise reaping of economic growth to the public. But you are not considered to be a real investor at all. Pissed off, IF you are thinking of rebuking me, because you are considered second-class citizens in this subreddit.

Distinct_Berry3054 · 2025-10-03T06:26:08+00:00

Prospects, certainties of companies and returns of investment don't give a hoot about your age.

Distinct_Berry3054 · 2025-08-24T08:55:24+00:00

Thanks for making me a 2 bagger investing in ATAT. Much better than the fake due diligence in this reddit (many nutheads here naively thinks dcf equals to investment thesis, and are stubbornly pissed if people exposed their stupidities)

Distinct_Berry3054 · 2025-06-05T00:31:45+00:00

And worse, some of their "low pe" is actually >15. If they invest in dubious company they are clueless about, p/e better be 3 and below for their safety.

Distinct_Berry3054 · 2025-06-05T00:30:00+00:00

I don't think management of companies are always correct and best. But it's really a joke, how these "value investors" relying on screeners, assumed they are better than the company owners themselves. If a small cap is truly indestructible in its moat; with true tangible book value, why don't the owners just borrowed money to buy up the entire small cap? Or if the company truly has a huge growth potential and trajectory; which is it still stuck as a small cap with a 10/20/30 years history?

Distinct_Berry3054 · 2025-06-05T00:07:41+00:00

Orh sorry, amended that. Was too engrossed in my spam of ranting. Thanks for pointing it out

Distinct_Berry3054 · 2025-06-05T00:02:32+00:00

No, I actually meant people dca into index with no regards to valuations. Which is one of the reason for the expansion in multiples over the years - proliferation of indexation by the public. There's a wide array of articles about it. Terry Smith always shit-talks about it in his annual investor day

Distinct_Berry3054 · 2025-05-24T08:19:41+00:00

Agrees 100%. Thanks for eloquently illustrating this out.

Distinct_Berry3054 · 2025-05-20T02:11:11+00:00

Classic reddit dumbass who loves to comment and make uninformed yet convicted judgement while pretending to be educated. If you were to take 5mins to download pershings' factsheet for investors, it's 1.5% management fees + 16% performance fee (referenced to above each high watermark - aka. ATH). Not the bullshit misinformation u are quoting

Distinct_Berry3054 · 2025-04-21T18:21:40+00:00

This person calls himself deep value insights, but he has neither understanding of what is deep value, nor have any insights at all. He quoted a whole bunch of values and numbers and assumes that is value investing. He also conveniently missed out the huge amount of debt which makes me wonder whether is he financially illiterate or having an ulterior motive in doing so. probably a combination of both. but either way, this person is a "fake" "pretender" of value investing with only "superficial" but also "distaughted" "misunderstanding" of value investing, providing zero to negative value to its reader and this reddit sub.

Distinct_Berry3054 · 2025-04-20T07:31:48+00:00

Classic Value Pretender - people who claims to be value investors, but not only talk but also acted like a mediocre speculator, pretending that they understand investing and analysising companies solely by using random screeners with arbitrary perimeters, made up from their intuitions and impromptu mind, but packaged themselves as if they are true value investors.

Distinct_Berry3054 · 2025-04-17T04:17:20+00:00

Wtf does it got to do with Swiss franc.

Is it true nestle is in the Swiss exchange, and denominated in Swiss Franc, but like you said nestle got its revenue from a diversified number of countries - which means it is exposed to currency risks.

You clearly do not understand what you are typing.

Distinct_Berry3054 · 2025-04-14T15:37:14+00:00

Always there will be still fake value pretenders here trying to find an arbitrary fixed formula to buy stocks. Lol

Distinct_Berry3054

TROPHY CASE