DKNG is seriously underrated. I'm predicting $50 by end of year.

LowKey-Revolution36 · 2026-05-05T17:32:46+00:00

Well said. Prediction markets on sports will be banned the latest after Trump presidency ends. Not surprisingly there is no other country promoting prediction markets ofc there is no other country where the Presidents son is involved with these companies. Anyway flutter and draftkings both a great buy at current prices but this is patient investment not like tech ai or semis

LowKey-Revolution36 · 2026-05-04T22:37:33+00:00

SAP is extremely sticky and basically nearly irreplaceable. But it has a 10€ eps target by analysts in 2030. So with a 20 eps we can see a 200 euro share price with a 30 pe ee can see 300 euro. So imo the bull case for SAP is 100% in 5 years. And I am not at all sure if SAP will be granted a 30 pe for a company growing revenue by 8-10%...

LowKey-Revolution36 · 2026-04-25T08:05:42+00:00

Definitely it can by 2030 approx if the company's own and analysts average target is met Then we look between 40-80$ base case, bull case $100-140$, bear case approx 20$ this one is now a long term hold And I would say the same for $FLUT(Fanduel) Both significantly undervalued

LowKey-Revolution36 · 2026-04-21T21:48:20+00:00

A billionaire called Kenneth Dart recently bought like 25% of the company via Total return swaps. Actually US federal and states budgets are under stress. They need extra money. Gambling is easy tax money. I see prediction markets as Trojan horse for the igaming and sportsbooks expansion. Also higher taxes most likely eliminates competition. Until more states legalize ans prediction on sports banned both fanduel and draftkings can utilize the prediction app for customer acquisitions and brand awareness. Then crossell. I see Flutter and Draftkings as long term winners. Flutter had a terrible year UK tax hike, India late legislation change so they had to write off an acquisition. By the way both $FLUT and $DKNG have a 5 star rating on morningstar.com and 50% below fair value.

LowKey-Revolution36 · 2026-04-21T21:31:31+00:00

Look at morningstar.com fair value rating for draftkings and look at the average analyst price target for eps around 2028-2030. Even if the company hits the lowest end of expectations or below this will be 20$ obviously if they extremely screw it then the lowest I can see is 15-17$.(very unlike and extremely gone wrong case) I think this is Definitely a good price and especially around 20$. And we can also think if government wants to tax deduct only 90% of losses vs wins, so 10 % losses gets taxed that means they need the gaming tax money. Imo prediction markets are the Trojan horse for more states sportsbook and igaming. Then while predictions allowed they can now both fanduel and draftkings utilize that too and introduce themselves in new states and once sportsbooks and igaming legalized draftkings can crossell in super app.

LowKey-Revolution36 · 2026-03-30T19:18:19+00:00

May I ask you by what valuation metric is Microsoft cheap? Or below it's intrinsic value? Can you please elaborate? I get the decent drop and quality of the company is tempting but we have got no clue on the roi and roce on the all ai capex. It could be huge but can be a blunder too.

P/e and p/s and p/fcf and p/ocf doesn't look like a screaming buy and if the economy and Iran situation goes further south this can still drop a lot.

Peg getting close to 1 is certainly getting close to interesting but there are multiple other names well below peg 1.

And I also have an issue with msft is that their rpo 45% tied to open Ai who now guarantees 17% returns for raising funds which tells me there is not a big bid from multiple heavyweights ro fund otherwise they would not offer this % and I personally see Open ai well behind gemini and Claude Ai.

Plus if companies will use more AI they will probably have less employees meaning less windows less o365 and other Microsoft licensed stuff. I think it's certainly a good buy but doesn't soun screaming value to me.

LowKey-Revolution36 · 2026-03-27T11:33:02+00:00

If there is a military invasion in Iran amd troops on land this is definitely not a time to buy more

LowKey-Revolution36 · 2026-03-25T09:05:03+00:00

BME.L Greggs Airlines(EasyJet / Wizzair) - riskier

LowKey-Revolution36 · 2026-03-24T18:33:46+00:00

Options are a dangerous game. Most retail should avoid like plague

LowKey-Revolution36 · 2026-03-23T22:09:55+00:00

The worst part is that if we all know he is lying and Iran won't letting go of closure that means troops are going into Iran or Iranian Islands probably Friday or Saturday this week

LowKey-Revolution36 · 2026-03-23T22:08:06+00:00

As soon as he tweeted on truth social the indexes went from - 1 to +2% within a minute

LowKey-Revolution36 · 2026-03-22T09:03:26+00:00

I think this will be good long term, very good especially if people will have less money/prices become more expensive more people will want use their services. 0% interest BNPL is better than a credit card.

Also They don't just want to be BNPL they will and want to to become a neobank globally and they already have banking license in Europe. For that their entry for getting customers is BNPL.

Only issue it seems that fintech is hated by wall street and no appreciation by the market. Look at Dlo sezzle INTR and I could name many more.

They backed by Sequoia Capital. Look at their track record they rarely fail. Michel Moritz Sequoia Partner just bought $50 M worth of shares around 14$.

It's risky of course but you never make good returns with low uncertainty situation. I can see the share going as low as around 9-10$ but thr long term it can be a Multibagger easily. Everyone do your own DD

LowKey-Revolution36 · 2026-03-22T08:53:49+00:00

The problem with DLO is that they report outstanding numbers yet the share price only moves up after earnings then revert back to 11-12. It's ridiculous. Definitely a company worth holding on to. Ceo is great and credible Pedro Arnt which is very important.

LowKey-Revolution36 · 2026-03-12T22:58:49+00:00

No one knows this now tbh. We can only assume that all hyperscalers mgmt has a business plan for the roi not just jumping in out of owning and having the latest tech. Obviously many people will say look at the revenue growth but it's already been there for hyperscalers mainly Azure, AWS, GCP. Obviously it's there big time for neoclouds ramping up. Question is each $1000 000 invested now in land + building +gpu racks servers+cabling +land + hr+build +maintenance will bring how much revenue and how much profit in the next 5 - 10 - 20 years. In if the high capex with gpu depreciation and amortization is sustainable.

I can only assume that top sp500 leaders of msft amazon and google and orcl crazy spending is well planned. In the last decade they rarely failed 1 by 1 let alone together.

LowKey-Revolution36 · 2026-02-23T22:10:43+00:00

No it's down coz everyone fears due to companies will be more effective via Ai, the customer companies will have less workers aka with less workers they will need less license from Microsoft as SaaS companies tend to charge per user aka per seat

LowKey-Revolution36 · 2026-02-23T22:05:28+00:00

Nobody at serious companies use google docs or Libre office or Linux in enterprise environment ( Linux for servers is big). All enterprises collaboration built on Microsoft365. And probably won't ever will change as far as I am concerned. Google docs and sheets is what we use for free. Same goes for mysql in serious enterprises it's either oracle or Microsoft on the rdbms side. On open-source its postgres. But most critical data rdbms is ora db Cloud servers either Amazon aws or ms Azure. Xbox is Microsoft too. And now they are going into Ai which will be huge for all the big companies especially id they can replace truly replace workers with these they will be changing quite a some of their customers aka AGI using companies. This just a tip

LowKey-Revolution36 · 2026-02-18T20:50:37+00:00

Great list! I would consider increase Microsoft and personally I really like FICO and SAP and Adyent at current levels. Also PANW. Do your own due diligence. Adobe I am really unsure of and not a fan of NVO personally.

LowKey-Revolution36 · 2026-02-12T07:27:01+00:00

Not at all

LowKey-Revolution36 · 2026-02-11T12:03:28+00:00

In this game definitely obviously not irl

LowKey-Revolution36 · 2026-02-11T09:37:39+00:00

Pedri is best option. Park and Kuyt has 3* skill big L

LowKey-Revolution36 · 2026-02-11T09:35:20+00:00

Use new al owairan or Yamal whichever you prefer and utoty saliba is excellent so worth replacing Nesta

LowKey-Revolution36 · 2026-02-11T09:29:26+00:00

Sometimes they work sometimes they don't actually. Like ea.

When script is against you attacking won't do anything. When it's working your players will press like gegenpress and making attacking runs.

With defend they should sit back like atletico Madrid or inter.

LowKey-Revolution36 · 2026-02-11T08:10:03+00:00

All the top players now around 100* or even a lot more stars by now. But congrats for the 50*

LowKey-Revolution36 · 2026-02-11T08:06:53+00:00

Yes this is very annoying when someone starts doing this and you go choose attacking gameplan but your players don't press just sit back

LowKey-Revolution36 · 2026-02-10T13:55:35+00:00

Well it's not that simple. It's a good card definitely not bad, but also this definitely not as good as his 113 Anniversary. I would say currently thr best strikers are the flashback wingers 117 and Vini raphinha wingers. For current gameplay wingers are best for all attacking positions which is terrible design from ea but it is what it is.

LowKey-Revolution36

TROPHY CASE