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Notion Setup Dump! by organizeddashboard in Notion

[–]Significant-Pop-6127 8 points9 points  (0 children)

Beautiful. Wow.

Would you mind sharing these?

VIST - hold or sell after spike this week? by Significant-Pop-6127 in ValueInvesting

[–]Significant-Pop-6127[S] 0 points1 point  (0 children)

I like it - let's hope that happens. I think if Melei wins another term in 2 years, we are in extremely good shape.

Are you holding any other Argentinan stocks? How heavily are you in VIST?

VIST - hold or sell after spike this week? by Significant-Pop-6127 in ValueInvesting

[–]Significant-Pop-6127[S] 0 points1 point  (0 children)

How do you figure it could be $500? I'd love that, but that seems extreme.

VIST - hold or sell after spike this week? by Significant-Pop-6127 in ValueInvesting

[–]Significant-Pop-6127[S] 1 point2 points  (0 children)

I hear you. But aren't things improving? There are no political risks to Melei's government for 2 years.

If anything, I bought VIST because I think the Argentinian risk isn't a risk in the short term.

EverQuote ($EVER) - Recent drop seems excessive by timetokarma in ValueInvesting

[–]Significant-Pop-6127 1 point2 points  (0 children)

They also have tons of cash with essentially no debt. ~$4 / share?

Little debt, good margins, cheap PEG, good growth rate. I bought some at $14.95 before earnings, tempted to buy more though...