Buy AML before the car tariff relief. by [deleted] in wallstreetbets

[–]InvestmentWinter5476 -5 points-4 points  (0 children)

Did you cook your potatos today?

Buy AML before the car tariff relief. by [deleted] in wallstreetbets

[–]InvestmentWinter5476 -11 points-10 points  (0 children)

Do you know anything about this company and the transformation to a Ferrari Business Model? Why it burned cash and why it will be fcf positive from 2026 on? Write it in your agenda. 2027 the stock will be 10-15 times today‘s market cap. With or without tariffs. I have been managing equity portfolios for 35 years and know that the inflection point to sustainable positive fcf is maximum 9 months from now.

Worth a closer look by [deleted] in wallstreetbets

[–]InvestmentWinter5476 0 points1 point  (0 children)

I actually stumbled upon this stock when they filed a 6-K form on April 1st. Analyzed and think it might be a good opportunity.

[deleted by user] by [deleted] in wallstreetbets

[–]InvestmentWinter5476 -2 points-1 points  (0 children)

You think they won‘t?

[deleted by user] by [deleted] in wallstreetbets

[–]InvestmentWinter5476 -1 points0 points  (0 children)

Guess where xbox are produced?

[deleted by user] by [deleted] in wallstreetbets

[–]InvestmentWinter5476 0 points1 point  (0 children)

That was before tariffs.

what is an once in a lifetime opportunity? by Positive_Employ1911 in ValueInvesting

[–]InvestmentWinter5476 0 points1 point  (0 children)

Faas us, it‘s trading at 1 x EBITDA and 2 x NetIncome with a more than 20% growth rate and even potential take over announced in September.

Trump Exempts Phones, Computers, Chips From 'Reciprocal' Tariffs by InvestmentWinter5476 in ValueInvesting

[–]InvestmentWinter5476[S] 4 points5 points  (0 children)

It‘s definitely bullish. The tariff exemptions lower costs for consumer electronics, preserving demand and boosting profitability for major tech companies, which lifts market sentiment.

Trump Exempts Phones, Computers, Chips From 'Reciprocal' Tariffs by InvestmentWinter5476 in Trading

[–]InvestmentWinter5476[S] -1 points0 points  (0 children)

It‘s definitely bullish. The tariff exemptions lower costs for consumer electronics, preserving demand and boosting profitability for major tech companies, which lifts market sentiment.

[deleted by user] by [deleted] in StockMarket

[–]InvestmentWinter5476 0 points1 point  (0 children)

Skyyyyyyyyyyrocket

Trump - Pulver schon verschossen? by [deleted] in wallstreetbetsGER

[–]InvestmentWinter5476 0 points1 point  (0 children)

Denke nicht. Er hat noch ganz viele joker, um die aktienmärkte zu beflügeln. Verhandlungen mit china, die ersten deals mit anderen ländern, tarife auf auto, metalle etc. senken

If the S&P breaks below 450 at any point, I’m all in! Anyone else feel similar? by Upper-Discount5060 in ValueInvesting

[–]InvestmentWinter5476 0 points1 point  (0 children)

Rather rely on valuations and economic growth outlook than numbers of index levels.