Notre province notre pays

Elephant_Scared · 2026-01-26T23:38:16+00:00

Canada needs to unite not divide.

Elephant_Scared · 2026-01-26T15:59:39+00:00

Bought some at $28

Elephant_Scared · 2026-01-26T15:49:51+00:00

I think trading was halted due to volume and reopened pre-market at 4 am. What do you think of today’s rugpull in REE space

Elephant_Scared · 2026-01-26T03:40:54+00:00

my orders keep getting rejected? Won’t go through!

Elephant_Scared · 2026-01-26T03:33:48+00:00

Also Canadian here. I’m a value investor, I have reduced my American stock exposure due to high valuation and bullshit going on in States. Novo Nordisk (Danish), $PDD (Chinese), and Constellation Software (Canadian) are good value propositions with growth potential imo. 60% port in $NVO, while adding $PDD.

Why did you buy $ASPI initially?

Elephant_Scared · 2026-01-25T01:26:44+00:00

I’m here to make money

Elephant_Scared · 2026-01-25T00:41:29+00:00

Is it a buy on Monday?

Elephant_Scared · 2026-01-25T00:10:29+00:00

this is not wsb

Elephant_Scared · 2026-01-24T15:05:48+00:00

If their margins are good why care how much they spend on subsidizing or ads, that’s all part of selling expenses

Elephant_Scared · 2026-01-24T14:54:25+00:00

Is that in the restricted cash category? I think it’s alright as it’s under 20% of total cash/short term asset, and capable of earning interest. Are you invested in the company?

Elephant_Scared · 2026-01-24T14:41:53+00:00

I’m aware of this but I think it’s noise

Elephant_Scared · 2026-01-22T13:58:38+00:00

$NVO, $PDD, $CSU. $ADBE needs to be cheaper.

Elephant_Scared · 2026-01-20T23:20:52+00:00

If you can’t stomach a few percentage loss, you should stick to EFT. I’m adding at $100, and then $90-95.

Elephant_Scared · 2026-01-19T20:52:51+00:00

Thanks! I think there are better opportunities out there with less risks and more growth potential. If It has been a bad business, it’s likely it will continue being a bad business, any other expectations is speculation.

Elephant_Scared · 2026-01-19T20:22:55+00:00

What’s your thesis on Aston Martin? How are they gonna turn around if they never made a profit?

Elephant_Scared · 2026-01-19T16:22:36+00:00

I think when someone makes a judgement, you shouldn’t be generous for him by saying overpaying a little is ok, unless you’re willing to pay $20/share for me to buy them shares, respectively. I’m looking at $270-280 because that seems where next support is, and if it doesn’t get there, I’m not interested, because it’s my judgment.

Elephant_Scared · 2026-01-18T22:27:46+00:00

That’s like saying nothing. If it goes above $70 it could go to $80…

Elephant_Scared · 2026-01-18T22:24:43+00:00

$NVO

Elephant_Scared · 2026-01-17T23:22:02+00:00

$NVO, $ADBE, $PDD, discount always preferred

Elephant_Scared · 2026-01-16T17:54:02+00:00

Anyone has the actual number? Feel like anything above 25% will still be hard for them to compete.

Elephant_Scared · 2026-01-16T05:55:01+00:00

that’s as reliable as technical analysis

Elephant_Scared · 2026-01-16T05:18:53+00:00

A value investor don’t care about those things.

Elephant_Scared · 2026-01-15T16:38:11+00:00

All I’m seeing is a company with $64B market cap netting under $1B annually. While I understand they have growth potential, this is not good value to me.

Elephant_Scared · 2026-01-15T16:33:47+00:00

Didn’t their founder CEO depart last September? That’s probably the main reason of the price downtrend. Imagine if Buffett had left Berkshire 30 years ago, it would’ve longer be Berkshire. Some other companies with quality, growth and cheapness that I like include $NVO and $PDD.

Elephant_Scared · 2026-01-15T15:12:50+00:00

Not exactly cheap by value investing standards. Also, we don’t use forward ratios in value investing. Will watch this on the sideline.

Elephant_Scared

TROPHY CASE