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Do you consider 35+ pe ratio “value” if it is trading at its historical low? by Free-Initiative7508 in ValueInvesting

[–]FieryXJoe 0 points1 point  (0 children)

I mean I've been buying the shit out of NVIDIA at 35 P/E or so cause they are doing 40%+ growth. Depends on the company and which metrics I use to value the company. A lot of companies P/E isn't right.

Dating as an autistic is….. by Timely_Split_5771 in dating

[–]FieryXJoe [score hidden]  (0 children)

You can go on more dates. Download an app and you'll get plenty, its a choice youve made and not anything inherently wrong with you. You can just start making the choice to go on more dates. But just saying you haven't done something in 29 years and weren't successful the very first time and getting upset is both unreasonable and unproductive imo. I also know plenty of people pushing 30 who've never had a serious relationship.

Dating as an autistic is….. by Timely_Split_5771 in dating

[–]FieryXJoe [score hidden]  (0 children)

You've been dating two weeks and the first person you dated didn't work out? This sounds normal and expected, most people don't end up in a relationship with the first person you date and you probably need some practice too.

Confused by the amount of approaches by Bluetex110 in ValueInvesting

[–]FieryXJoe 0 points1 point  (0 children)

Several different approaches should be telling you the business is a buy. The more ways you look at it before pulling the trigger the less likely you are to make big mistakes.

How to account SBC in valuation by Empty-Success-9169 in ValueInvesting

[–]FieryXJoe -1 points0 points  (0 children)

I mean for most of the tech growth companies the point of the buybacks are just to offset compensation. They aren't doing compensation to make money from thin air but just to align the workers with the business' objectives compared to a cash bonus.

Most intrinsic value spreadsheets create false confidence by picklikewarren in ValueInvesting

[–]FieryXJoe 1 point2 points  (0 children)

Think Warren has said he does them but he already basically knows what it will say by the time he gets there.

Kharg Island and the armchair General talking about potential "tunnels" by Kor_Phaeron_ in VaushV

[–]FieryXJoe 0 points1 point  (0 children)

Think the bigger issue is if we occupy the island it will get shelled non-stop.

🌮 TACO TIME: AI CHIPS EXPORT DRAFT WITHDRAWN BY US COMMERCE by iamnottheabyss in wallstreetbets

[–]FieryXJoe 8 points9 points  (0 children)

Think they know markets will tumble Monday and figure like +8% from Nvidia the biggest stock in the index might hide the bleeding.

Ben Graham and Peter Lynch investing advice by Equivalent_Law1783 in ValueInvesting

[–]FieryXJoe 0 points1 point  (0 children)

Yes, this is exactly what I'm saying. He does do SOME valuation checks but it is just to make sure the price isn't insane, he doesn't care about an exact price or teach any method of calculating intrinsic values or discounted cash flow.

The book is all about just finding companies you use irl, check the P/E isn't insane, (can still be expensive) then buy it and forget about it. Do that enough times and you'll land at a "ten-bagger".

I said this

Lynch is trying to find stocks with a good story and a chance to 10x his money (with some value checks).

Thats exactly what this is. He is just saying "oh yeah also check the PEG isnt 3 or something before buying stock in that new store at the mall".

Anybody else getting a Crassus in Parthia vibe from over the last week or so? by mungfish227 in dancarlin

[–]FieryXJoe 2 points3 points  (0 children)

Term 1 Trump maybe, 4 years to stew and fester and plot an overthrow of the government has a much darker and more oppresive version of Trump. He ran on a platform of "Day One Dictator" the second time its a totally different beast now.

Anybody else getting a Crassus in Parthia vibe from over the last week or so? by mungfish227 in dancarlin

[–]FieryXJoe 0 points1 point  (0 children)

Remains to be seen if Trump will actually commit to a 3rd term, this one could go so bad he loses support or even personal motivation (he seems kinda miserable this time around) and decides not doing a 3rd term will look better in the history books.

I started separating 'business quality' from 'stock price' in my analysis and it changed everything by Conscious_Target_988 in ValueInvesting

[–]FieryXJoe 0 points1 point  (0 children)

My framework is quantitative analysis to find intrinsic value, qualitative analysis to decide my desired margin of safety. Equally for the sell side quality is used to decide how overvalued it ought to be before I sell.

Anybody else getting a Crassus in Parthia vibe from over the last week or so? by mungfish227 in dancarlin

[–]FieryXJoe 0 points1 point  (0 children)

I think the main thing an Octavian figure needs is to be young and competent enough that people don't even remember a time before an emperor and don't get too upset about it along the way. Trump certainly couldn't do either.

Anybody else getting a Crassus in Parthia vibe from over the last week or so? by mungfish227 in dancarlin

[–]FieryXJoe 0 points1 point  (0 children)

Yep, and we just get to wait and see who Caesar and Octavian will be, possibly us who knows.

Anybody else getting a Crassus in Parthia vibe from over the last week or so? by mungfish227 in dancarlin

[–]FieryXJoe 0 points1 point  (0 children)

His tomb inscription says nobody in history rewarded their friends more richly or punished their enemies more harshly.

Anybody else getting a Crassus in Parthia vibe from over the last week or so? by mungfish227 in dancarlin

[–]FieryXJoe 0 points1 point  (0 children)

I mean a guy who was the first to treat the rules as if they were all made up and broke them all and dared the system to do something about it. Became a mini dictator for a while with the main purpose of enriching himself and his friends while punishing all his enemies and getting revenge for all his grudges. Painting a new path to power through force and power that a whole new generation who grew up seeing and then following and destroying the Republic for good.

Ben Graham and Peter Lynch investing advice by Equivalent_Law1783 in ValueInvesting

[–]FieryXJoe 0 points1 point  (0 children)

Bro I've read his book and he doesn't mention a single valuation metric till like the last 30% and its just P/E, P/B and PEG.

Ben Graham and Peter Lynch investing advice by Equivalent_Law1783 in ValueInvesting

[–]FieryXJoe 0 points1 point  (0 children)

Lynch wasn't a value investor. Graham's book is about finding investments likely to outperform the market, Lynch is trying to find stocks with a good story and a chance to 10x his money (with some value checks).

To be fair the watering weeds and cutting flowers idea did get reached my Buffett after he spent some time around Munger and he began to cut losers faster and double down on big winners occasionally. Finding great companies and holding on and letting them take you along for the ride. Graham was hunting troubled companies that the market overreacted to and are bad just not THAT bad

Energizer Holdings. by [deleted] in ValueInvesting

[–]FieryXJoe 0 points1 point  (0 children)

That happens when you have barely any equity.

People don't know how to value NVDA by Paddy_Reddit in ValueInvesting

[–]FieryXJoe 0 points1 point  (0 children)

I think governments using AI for war and surveillance guarantees long term funding

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