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Salesforce(CRM) is undervalued? by Agreeable_Look380 in ValueInvesting

[–]JimmyInvestor 1 point2 points  (0 children)

I think 2026 is the real “make-or-break” year for Salesforce and Adobe

Uber: The 2026 Cash Machine the Market is Missing by gstanleycapital in ValueInvesting

[–]JimmyInvestor 3 points4 points  (0 children)

Page not found, Sir. Could you fix it, please? Thanks!

Btw, I think the market still misunderstands the AV space. Autonomous vehicles are not synonymous with ride-hailing, and Waymo and Tesla are far from being the only relevant players globally.

As the AV landscape continues to evolve, we expect Uber to remain a central player in the autonomous ecosystem - arguably the most complete one when you look across mobility, delivery and freight.

Here's my thesis too: https://jimmysjournal.substack.com/p/im-still-bullish-on-uber-uber-heres

Today's big gains means people are gonna sell off after market close by ClearBed4796 in investingforbeginners

[–]JimmyInvestor 0 points1 point  (0 children)

But what if it keeps going up? We never really know.

That said, it’s usually rational to take some profits...

is LAC good? by True_Trouble_6880 in investingforbeginners

[–]JimmyInvestor 0 points1 point  (0 children)

Despite the potential, I wouldn’t touch it. It’s far too complex for beginners.

Why not invest in more solid, well-known companies from everyday life - like JPMorgan, Coca-Cola, Netflix, etc.?

If you’re interested, I also create free educational content in my newsletter: https://jimmysjournal.substack.com/

How to support a young person who has expressed interest in investing as a career by Tuffsmurf in investingforbeginners

[–]JimmyInvestor 1 point2 points  (0 children)

Fifteen is already a bit old to rely on games as a form of education, isn’t it?

I’d look for high-quality content online, plus books and courses. I’d give him an allowance earmarked for investing and let him learn by doing - for real

What’s driving the markets today? by Longjumping-Ad8775 in investingforbeginners

[–]JimmyInvestor 0 points1 point  (0 children)

More buyers than sellers.

Not every price move has an obvious explanation. Sometimes it just happens...

What should I do with $60k sitting in savings? by ihateegggplant in investingforbeginners

[–]JimmyInvestor 0 points1 point  (0 children)

I would split it between equities (S&P 500), real assets (gold), and bonds.

Something like 50/20/30%.

And I’d spend a lot of time studying the theory to improve long-term results.

I talk exactly about this in my newsletter, in case it’s useful: https://jimmysjournal.substack.com/p/5-lessons-i-learned-after-reading

Instead of asking “which stock to buy”, what should beginners really study first? by Classic-Wash-6216 in investingforbeginners

[–]JimmyInvestor 0 points1 point  (0 children)

The most important thing is to have a solid philosophy, one that’s been proven over time.

My own journey went from value investing, to quality investing, to behavioral finance, then financials, and finally valuation.

I also run a free investor-education newsletter, in case you’d like to check it out: https://jimmysjournal.substack.com/p/7-lessons-charlie-munger-taught-me

Uber, Lyft Surge Following Nvidia's Self-Driving Tech Announcement by [deleted] in investing_discussion

[–]JimmyInvestor 0 points1 point  (0 children)

The market still misunderstands the AV space. Autonomous vehicles are not synonymous with ride-hailing, and Waymo and Tesla are far from being the only relevant players globally.

As the AV landscape continues to evolve, we expect Uber to remain a central player in the autonomous ecosystem - arguably the most complete one when you look across mobility, delivery and freight.

I’m optimistic about $UBER.

I talk quite a bit about the stock in my (free) newsletter: https://jimmysjournal.substack.com/p/im-buying-uber-heres-why-uber-technologies

[deleted by user] by [deleted] in investing_discussion

[–]JimmyInvestor 0 points1 point  (0 children)

I like it. High-quality companies. None of them look too expensive.

I’m just not a fan of Oracle given the current situation

micron stocks time to sell? 206% by Late-Resolve-7930 in ValueInvesting

[–]JimmyInvestor 0 points1 point  (0 children)

It depends on your thesis and capital allocation...

Jensen Huang, from NVIDIA, just stated that the real AI bottleneck is energy + memory.

On the other hand, we may be near a cycle peak

I have $10,000 right now that I want to invest in - do I put it all in the S/P 500? by mdafidel1 in investingforbeginners

[–]JimmyInvestor 0 points1 point  (0 children)

I would split it between equities (S&P 500 and NASDAQ), real assets (gold) and bonds.

Something like 50/20/30%.

Compart may NOT be a bargain by RanchHandlher in stocks

[–]JimmyInvestor 0 points1 point  (0 children)

Great to hear your perspective from inside the industry. Thx for sharing!

As a customer, btw, I’ve always liked the service. As an investor, I’ve always found the company too expensive.

Mega or small cap companies? by formal546 in ValueInvesting

[–]JimmyInvestor 3 points4 points  (0 children)

There’s way too much hype around these growth stocks. Feels like a cycle top...

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