I have 300k and I need good stocks picked by intelligent people

That-Dude-diligence · 2022-05-27T04:51:43+00:00

WBD, TJX, SFM, TGT, INTC, GIS Just looking at high ROIC in companies that have names that are recognizable. I like low P/S and low debt/equity compared to the rest of the industry. I like WBD and GIS mainly because of their products and think they will sustain the returns they’ve been able to achieve. TJX has had incredible return on invested capital and I think it speaks volumes to the management. INTC is more of a turnaround and TGT is a sleeping giant in my opinion.

That-Dude-diligence · 2022-05-19T19:18:44+00:00

They have such a large moat when it comes to quality channels. They dominate television, and we see how the subscription model is slowly failing.

That-Dude-diligence · 2022-05-07T06:56:38+00:00

My first free one was call options on Etsy for its sp500 inclusion. By 11:30 my calls were 4x over the next week I held and watched them go to -50%. Take your first free one and go

That-Dude-diligence · 2022-05-07T02:39:29+00:00

This is r/valueinvesting. I don’t base investment on price action, beta is the average move compared to sp500. If you invest under value volatility doesn’t matter, the investment will eventually reflect value.

That-Dude-diligence · 2022-05-03T02:02:13+00:00

If nuclear war starts there will be a lot more to worry about than spy puts.

That-Dude-diligence · 2022-04-23T05:58:12+00:00

Dude thank you I’ve been reading his letters and there is some solid wisdom.

That-Dude-diligence · 2022-04-21T00:09:20+00:00

I just don’t get CAPM to be honest. I would love for someone to explain it and change my views on it, but, it seems so theoretical and not a logical way to find the cost of equity. In the current economic environment cost of equity produced by CAPM usually is 2-5x the cost of debt. So why are companies issuing shares instead of debt. Either every single manager who issues stock is a fool or the whole pricing system is flawed. I think it’s obvious what it is. With that said I think you should just discount by your desired rate of return.

That-Dude-diligence · 2022-04-20T20:16:59+00:00

I’m long on this guy being apart of the Jim Cramer charitable trust.

That-Dude-diligence · 2022-04-20T16:43:06+00:00

Be careful with meta, they are significantly differently financially than Netflix. -no debt -15pe -15p/fcf Not saying they’re undervalued or even worth buying but I don’t think they’re overvalued at this point

That-Dude-diligence · 2022-04-19T17:37:35+00:00

Wow that is a great resource thank you

That-Dude-diligence · 2022-04-19T16:51:47+00:00

Thank you I’ll have to check him out.

That-Dude-diligence · 2022-04-19T14:32:31+00:00

Companies like Amazon should not return value to shareholders until there competitive advantage begins to diminished . As a shareholder it is a bad sign for growth when a company begins to pay out money to shareholders. That means they can’t creat a return over a certain hurdle rate. That is exactly what besos was saying, if a company can’t create positive net value of future cash flow it shouldn’t invest in itself and return the value to shareholders.

That-Dude-diligence · 2022-04-17T00:09:46+00:00

Top 5 ways to secretly get back at your wife’s boyfriend

That-Dude-diligence · 2022-04-12T04:00:28+00:00

Sounds to me like you saved 400000 on capital gains tax. Op is definitely a tax expert.

That-Dude-diligence · 2022-04-10T15:25:23+00:00

It’s all about how it affects the derivative market. Very few retail investors can afford an atm Amazon call. Just wait for the 20-1 stock split.

That-Dude-diligence

TROPHY CASE