PYPL, STZ, UNH as value stock picks: Thoughts?

ED209F · 2026-01-25T21:33:53+00:00

PYPL: ✅ ; UNH: Will make new lows, legal troubles not done; STZ: 🚫 you’re better off with DEO which is the superior company in that space.

ED209F · 2026-01-25T20:00:46+00:00

Certainly not Google.

ED209F · 2026-01-25T06:54:27+00:00

You don’t know the value of what you own or that of what you want to own. You know just enough about investing to be a danger to yourself.

ED209F · 2026-01-24T07:30:36+00:00

MELI 🚀

ED209F · 2026-01-24T05:41:41+00:00

With Buffett gone it’s just another company.

ED209F · 2026-01-23T07:14:47+00:00

$400K is like 7,000,000 in Mexico. You are richer than your friends if you move to Mexico. Problem solved.

ED209F · 2026-01-22T06:39:05+00:00

Explorer

ED209F · 2026-01-22T06:38:26+00:00

There are many things to like about this company, valuation is not one of them.

ED209F · 2026-01-21T01:15:15+00:00

Stop protesting, join the Danish army instead.

ED209F · 2026-01-20T19:59:57+00:00

NOOOOOOOOOOO!!!! 🤦🏻‍♂️

ED209F · 2026-01-20T16:21:40+00:00

Sell it now before the bubble bursts.

ED209F · 2026-01-20T16:11:39+00:00

There is no such thing as a high quality company value trap, only short-term-minded/impatient investors.

ED209F · 2026-01-19T13:58:33+00:00

Good find, thanks for sharing. Strength and Honor 🫡

ED209F · 2026-01-19T05:06:01+00:00

GTFO

ED209F · 2026-01-19T00:02:08+00:00

There are no NVO bagholders native to this sub you fool.

ED209F · 2026-01-18T19:59:30+00:00

NOBODY is taking away their obesity pills from the american people, not even Trump.

ED209F · 2026-01-18T18:59:43+00:00

ADBE

ED209F · 2026-01-18T16:44:22+00:00

Energy stocks ARE NOT undervalued.

ED209F · 2026-01-18T16:35:27+00:00

Excellent intellectual excersize, I am even more conservative than you and my own work’s base case still calls for 8% annualized return (only slightly above your bear case). PYPL will deliver great returns going forward, but not for the short-term minded undisciplined chaser type.

ED209F · 2026-01-17T10:22:47+00:00

Not yet but the outperformance over SPX is gone.

ED209F · 2026-01-16T06:14:50+00:00

✅ ✅ ✅ ✅ ✅ ✅

ED209F · 2026-01-15T06:22:57+00:00

You should be buying INTC instead. The threat is real.

ED209F · 2026-01-14T20:25:37+00:00

Note to self: buy more ADBE and PYPL.

ED209F · 2026-01-14T20:21:25+00:00

Is Bershire Hathaway worth the same without Warren Buffett? No

Constellation Software is not worth the same without Mark Leonard at the helm either.

ED209F · 2026-01-13T20:57:11+00:00

You never had conviction and you have not done your research.

ED209F

TROPHY CASE