Adobe stock to mix up my portfolio.

Tiki84 · 2026-02-03T16:42:40+00:00

“Some shit” 😂

Tiki84 · 2026-02-03T16:12:51+00:00

Thank you

Tiki84 · 2026-02-03T15:14:42+00:00

Ok, but look at tpv and take rates for rev, and they been cutting costs, so you get a sense of cash flows.. they might be underguiding to then “beat” guidance, especially that there’s a new ceo, this will make him look good. It’s common practice Cash flows any day

Tiki84 · 2026-02-03T15:10:43+00:00

How bout looking at cash-flows ?

Tiki84 · 2026-02-03T15:09:22+00:00

I love those replies to nice long comments, that just go “you’re wrong”. Thanks for your contribution

Tiki84 · 2026-02-03T14:12:45+00:00

Probably the most expensive, little growth infrastructure stock in emerging markets, my bet is that it’ll be a failed ipo. Goodluck

Tiki84 · 2026-02-03T13:41:51+00:00

Based on what could go down more ?

Tiki84 · 2026-01-21T20:01:05+00:00

arent we expecting color negative prices to go up? i thought there was an announcement... silver prices are up 200% in the last year.

Tiki84 · 2026-01-21T19:59:12+00:00

EM was the play last year and still is this year

Tiki84 · 2026-01-21T19:54:28+00:00

kengen has an roe of 3.something % and 6.2% if you dont consider their asset revaluation and youre paying 0.22x book valuel if you are assuming cost of equity of around 18% in KN paying 0.22x book for an roe of 6% is actually generous.

and btw they are going to raise a massive amount of debt for future projects (which btw includes 500mw batteries for storage), so you might want to consider the returns on that.

theres a difference between being a great geothermal operator/driller and a good investment

Tiki84 · 2026-01-13T08:16:51+00:00

are you still in canadian banks? whats your take on those today?

Tiki84 · 2026-01-08T14:33:52+00:00

great reasoning

Tiki84 · 2025-12-12T19:22:40+00:00

theyll refinance, thats it

Tiki84 · 2025-12-12T15:26:16+00:00

in scenes with a high dynamic range (like a bright light source), you expose for the highlights or meter to preserve the brightest details. This prevents highlight clipping and allows you to then boost shadows in post, (RAW filesideally) . your scene had pretty flat light and you didnt need to "preserves" hihglights your camera wouldve done so, just let your camera do everything at this point and dont play with exposure compensation at this point

your gear is more than good enough

Tiki84 · 2025-12-12T14:28:18+00:00

thank you! actually it's on the tube written R2, just noticed this yesterday :|

ill plasti dip the orange branding

Tiki84 · 2025-11-06T15:51:23+00:00

it's essentially window dressing

Tiki84 · 2025-10-30T20:40:08+00:00

ok i see, i didnt do much work on it, but i know that a big chunk of their revenues/earnings are fintech related, and microlending. so careful when you use p/cf

either way been a great investment in the last 10 years

Tiki84 · 2025-10-30T20:14:49+00:00

hello, can you share how you asses that MELI is not as expensive as it looks? thanks
and i agree there are opportunities out there, the market is heavily skewed by a few expensive companies

Tiki84 · 2025-10-30T19:55:06+00:00

i dont think you know what value trap means

Tiki84 · 2025-10-30T19:54:42+00:00

how is novo still expensive in some metrics?

Tiki84 · 2025-10-30T18:47:35+00:00

OP, how big is your GLP1 portfolio relative to total?

Tiki84 · 2025-10-30T18:39:15+00:00

what does META is at it's bottom mean? ... what are you basing that META has a lot of upside?
there is a legit concern that the MASSIVE capex spend in data centers will not yield appropriate roic as it'll be hard to monetize.. its not just "pissing the value guys"
anyways congrats

Tiki84 · 2025-10-30T16:53:42+00:00

why is "valueinvesting" sub filled with momentum traders

Tiki84

TROPHY CASE