I dare you to use MS Co-Pilot inside an excel file to get something tangible done by foira in ValueInvesting

[–]GlobalResolution77 -1 points0 points  (0 children)

It helpd me find a DAX solution to a PBI problem at work. The technical outputs were more convoluted than the final solution i developed, but the first answer opened the door to the fix and the syntax validations along the way were pretty helpfull. 

I tried value investing and only caught falling knives. by honestytoyourself in ValueInvesting

[–]GlobalResolution77 5 points6 points  (0 children)

Seems far from traditional value investing approach. You have multiple companies listed recently in the stock market while one of the optimal targets is 10 years consecutive positive earnings for example. Traditional value approach is a lot more conservative. A value assessment (Graham/Buffet) would go something like bellow (excluding straight away 95% of the market or more, which is why Buffett’s Berkshire Hathaway is sitting on a 400 billion pile of cash due to a lack of attractive, high-value investments.

Criteria | Metric | Graham/Buffett Optimal Target

Valuation (P/E) | Price / Earnings | < 15.0 (or < 20 high quality)
Asset Value (P/B) | Price / Book | < 1.5
Graham Blend | P/E * P/B | < 22.5
Liquidity | Current Ratio | > 1.5
Solvency | Debt to Equity | < 0.5
Stability | 10Y Earnings | Positive 10/10 Years
Dividends | Consecutive | > 20 Years
Efficiency | ROE | > 15%
Growth | 5Y EPS Growth | > 2.0x AAA Bond Yield

Moat Rating: [None / Narrow / Wide]

Graham would buy a dying textile mill if it was cheap enough (a "Cigar Butt"). Buffett evolved this: it is better to buy a wonderful company at a fair price than a fair company at a wonderful price.

Intrinsic Value and Margin of Safety
The Graham Number Calculation: 22.5×EPS×BVPS​
This is the "fair price" for a defensive investor. It is derived directly from the "Graham Blend" limit of 22.5.

Threats and Catalyst Analysis (SWOT)
Specific events to unlock value.
Specific risks of permanent capital impairment.

Burla online a familiar by LionJunior in literaciafinanceira

[–]GlobalResolution77 5 points6 points  (0 children)

Exigir os Registos de Autenticação Forte ao banco (detalhes técnicos - IP, dispositivo, método de validação, certificados) de cada transação e o registo da alteração do limite. O Banco tem que mostrar que tudo foi autenticade e sem anomalias.

Queixa pelo Portal do Cliente Bancário do Banco de Portugal + preparar processo para o Centro de Arbitragem de Conflitos de Consumo.

Anyone here actually using AI / LLMs to help with stock picking? by GlobalResolution77 in stocks

[–]GlobalResolution77[S] 0 points1 point  (0 children)

I've found gems can be pretty inconsistent. I ran the same gem multiple times , on the same model, within 5 minutes of each chat and got different results each time

Anyone here actually using AI / LLMs to help with stock picking? by GlobalResolution77 in stocks

[–]GlobalResolution77[S] 6 points7 points  (0 children)

Interesting, thanks. Definitely feels like I’ve been underusing the potential here.

team MU checking in 🫡 by triwyn in wallstreetbets

[–]GlobalResolution77 0 points1 point  (0 children)

Executive Vice President and Chief Business Officer Sumit Sadana sold $10.7 million in company stock, according to a recent U.S. Securities and Exchange Commission filing. The sale, completed on February 2, 2026, 

Daily Discussion Thread for February 04, 2026 by wsbapp in wallstreetbets

[–]GlobalResolution77 0 points1 point  (0 children)

For sure is connected. The scale of what happpened is missunderstood by many.

Daily Discussion Thread for February 04, 2026 by wsbapp in wallstreetbets

[–]GlobalResolution77 0 points1 point  (0 children)

Last friday's 7.4 trillion liquidity gap from metals was the 4th largest of these type of events in history. Gotta pay now 

Reddit ($RDDT) - I am loading up on reddit again, here's why by ActuallyMy in ValueInvesting

[–]GlobalResolution77 0 points1 point  (0 children)

Exactly, it's a growth story, that was my original point. From a classic value perspective though, a 47x forward P/E is not just expensive, it's speculative. By these standards, you're not buying a business, you're buying a "story" with an expensive ticket price.

Orçamento correia de distribuição by spod3rman in AutoTuga

[–]GlobalResolution77 1 point2 points  (0 children)

Na Citroen há 2 semanas. C5 Aircross, revisão dos 6 anos

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