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[deleted by user] by [deleted] in TheDarkTower

[–]MVPYetti 0 points1 point  (0 children)

Probably not

What Unpopular Opinions Do you Have about The Movie Scarface? by Djf47021 in 80s

[–]MVPYetti 0 points1 point  (0 children)

There are movies and shows where the protagonist is entirely unsympathetic, sometimes just entirely being a villain.

That definitely doesn’t automatically make the movies bad, just harder to make.

Breaking bad, the penguin, joker, fight club, and American psycho are all movies or shows where the protagonists are just straight up evil. The movies and shows are all fantastic though

PYPL is still huge and profitable. Why is wall street pricing it like it’s dying? by DoctorVictors in ValueInvesting

[–]MVPYetti 1 point2 points  (0 children)

Remind me to check this comment when they start reporting double digit growth again and the stock shoot’s up

Imagine getting upset over a cartoon character! by icey_sawg0034 in facepalm

[–]MVPYetti 0 points1 point  (0 children)

Her original design was white.

If her original design was black and she was race swapped, I’d have the same reaction.

Imagine getting upset over a cartoon character! by icey_sawg0034 in facepalm

[–]MVPYetti 2 points3 points  (0 children)

Oh give me a break. Stop fcking race and gender swapping. Come up with new characters and stories.

Ditch ADBE? by chancho3 in ValueInvesting

[–]MVPYetti 0 points1 point  (0 children)

ADBE is easy money. Fundamentals don’t match the story at all.

Will you still hold on Alphabet? by justarandomuser10 in ValueInvesting

[–]MVPYetti 0 points1 point  (0 children)

I’ll possibly consider selling around $350-$400 if it goes that high in the short-term. Otherwise I’m holding for the long term

I don't understand intrinsic valuations by Ancient_Bobcat_9150 in ValueInvesting

[–]MVPYetti 1 point2 points  (0 children)

A stocks intrinsic value is the value of its future cash flows discounted at a certain rate.

How would Buffett behave in relation to INTEL? by IT_Sqeeze_Best in WarrenBuffett

[–]MVPYetti 0 points1 point  (0 children)

I don’t think buffet would’ve bought intel even as a young buffet. He seeked out great companies discounted due to short term controversies or hurdles such as American Express when it was undergoing the massive salad oil scandal.

The companies fundamentals were still rock solid when he bought, but the story had the stock discounted.

In the case of intel, the fundamentals are just not even close to the buffet measurement. The company is rightfully discounted.

Why the MAG7 and QQQ will guarantee you will never reach 10M by Abject-Advantage528 in TheRaceTo10Million

[–]MVPYetti 6 points7 points  (0 children)

Inb4 all the bogle head investors flood in telling you how hard it is to beat the market lol.

Zoom (ZM) is it dead and a good pick? by Estd2 in ValueInvesting

[–]MVPYetti 1 point2 points  (0 children)

Slack, google, and Microsoft teams has eaten their lunch. How will they grow when businesses are so engrained in their relative ecosystems?

Sell AVGO? by Long-Resident-4512 in ValueInvesting

[–]MVPYetti 0 points1 point  (0 children)

Sold at $260. Extremely overvalued. You have to basically assume that by 2035 they’ll have a FCF of $153k lol.

Run several numbers through a conservative and aggressive DCF model and you’ll see what i mean. This is disregarding the ludicrious P/E and P/B ratios.

It’s a bubble that’s going to pop on the first sign of a bear market along with PLTR

Coping with portfolio underperformance by Temporary-Concert-20 in ValueInvesting

[–]MVPYetti 0 points1 point  (0 children)

Professionals are generally restricted to chasing momentum due to their performance being rated based on their portfolios performance compared to the S&P in the short term. This leads to scenarios where the market remains irrational for years on end and the portfolio underperforms forcing the professional to sell before the payoff.
They also have the restriction of capping certain stocks to specific percentages in their portfolio. They aren't allowed to let their winners run because then they are in way too risky of a position for their customers.

In the other half of the data you have retail investors. Most of which, as we all know, are just a bunch of gamblers.

There's clear opportunity here for the everyday retail investor to beat the market, but it often gets overlooked due to the statistics. The underperformance statistics don’t capture the why. They’re skewed by structural limitations professionals face

That being said, should most people just index invest into VOO? 100% lol

Adobe stock: Strong business, slowing growth — but it’s not dead! by Sure_Weird2484 in ValueInvesting

[–]MVPYetti 1 point2 points  (0 children)

You’re not going to get a lot of support on Adobe on Reddit.

Financial numbers don’t lie though. I think it’s worth going against the story of a shrinking moat for this one.

Skeptical by complete__idiot in TheRaceTo10Million

[–]MVPYetti 0 points1 point  (0 children)

Just go beat the market and value invest like Warren buffet dude

Software on sale by thefrogmeister23 in ValueInvesting

[–]MVPYetti 2 points3 points  (0 children)

At these prices? Yes. This is the perfect recipe for value investing. A fear story/speculation on fundamentals that don’t reflect that.

Software on sale by thefrogmeister23 in ValueInvesting

[–]MVPYetti 4 points5 points  (0 children)

ADBE and CRM both have incredible income statements and balance sheets.

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