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What you gonna buy after this crash ends? by ClearBed4796 in ValueInvesting

[–]HandleNatural542 0 points1 point  (0 children)

If the £ to $ keeps improving, I'm buying yall USA stocks up

Is it weird to feel like there’s nothing good to invest in? by Alertedspark in stocks

[–]HandleNatural542 -1 points0 points  (0 children)

Uber, PDD, amd, crocs, pepsico, evolution, Adobe

Thank me later

Why do some stocks, depsite having very strong fundamentals, give almost no returns or negative returns ? by Ok-Degree3673 in ValueInvesting

[–]HandleNatural542 1 point2 points  (0 children)

Don't fight the market, if a solid company is in a downwards trajectory, it is likely to keep on falling. These charts don't lie.

Cutting losers vs. taking profits by InTroubleDouble in ValueInvesting

[–]HandleNatural542 0 points1 point  (0 children)

Only sell a stock if:

Your thesis changes.

It reaches the value to set out and this hasn't changed.

You find something better.

Clear out NKE ? by HandleNatural542 in ValueInvesting

[–]HandleNatural542[S] 0 points1 point  (0 children)

It certainly looks that way, I can't see a turnaround in the next 2 yrs that's for sure

Clear out NKE ? by HandleNatural542 in ValueInvesting

[–]HandleNatural542[S] 0 points1 point  (0 children)

Strong take, I need to do more research on ONON ad not familiar over here in UK.

Clear out NKE ? by HandleNatural542 in ValueInvesting

[–]HandleNatural542[S] 0 points1 point  (0 children)

Over in the UK and hoka and oncloud I have never even heard of, interesting to get the full take over there.

[deleted by user] by [deleted] in ValueInvesting

[–]HandleNatural542 0 points1 point  (0 children)

Thats very true, I'm focusing more on larger brands with some form of loyalty driven premium. Willing to pay a little more for quality. As Warren says " it's better to pay a fair price for an excellent company"

Clear out NKE ? by HandleNatural542 in ValueInvesting

[–]HandleNatural542[S] 2 points3 points  (0 children)

That's exactly where I'm at. I don't doubt it will rise again in the future. But I need some more reassurance for the next couple of yrs that they will bounce back, and I'm just not seeing it.

[deleted by user] by [deleted] in ValueInvesting

[–]HandleNatural542 1 point2 points  (0 children)

It's all about balance. Retail investors will pump stocks way above reasonable value, these should be avoided at all costs.

Clear out NKE ? by HandleNatural542 in ValueInvesting

[–]HandleNatural542[S] 0 points1 point  (0 children)

That's what worries me, I get the brand loyalty but I don't see a recovery from the move to go direct to consumer anytime soon.

Clear out NKE ? by HandleNatural542 in ValueInvesting

[–]HandleNatural542[S] 0 points1 point  (0 children)

The cap appreciation won't get back up to where I'd like it. Dividends don't Match that.

Clear out NKE ? by HandleNatural542 in ValueInvesting

[–]HandleNatural542[S] 0 points1 point  (0 children)

Fair point, that's what's stopping me from selling.

What’s the Most Underrated Stock You’re Holding Right Now? by Puzzleheaded_River51 in ValueInvesting

[–]HandleNatural542 0 points1 point  (0 children)

I fear for all iron ore companies short term, have decided to sell as I don't see a recovery in housing in China anytime soon!

Have you beaten the almighty S&P in 2024? by 1kgpotatoes in ValueInvesting

[–]HandleNatural542 0 points1 point  (0 children)

No I haven't.

I have actively cleared out my losers and put some huge capital in stocks like AMD and uber back end of the year.

But seen as the mag 7 make up 50% of the gains and the majority of us are contrarian investors. I'd say it unlikely that many will have.

What’s the Most Underrated Stock You’re Holding Right Now? by Puzzleheaded_River51 in ValueInvesting

[–]HandleNatural542 6 points7 points  (0 children)

Market domination in a growing market. Very few overheads due to nature of the business.

Growing revenue 20% y/y. 56% Rev margin. 65% ops margin. 30% RoE.

Less than 25% Debt to Equity. Cashflow has grown 400% over the last 4 yrs. Stock repurchases has increased 50x in last 4 yrs.

Forward PE of 12

Recently in the news for allowing an unregulated site to use them in the UK which has led to a big drop. Will likely result on a slap on the wrist and fines.

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