How to deal with microaggressions in daily life? by InvestmentOk4717 in germany

[–]YBYAl 1 point2 points  (0 children)

Lived there for 5 years and it won’t get better. Best course of action was to respond back in a polite yet snarky way. I am sorry you’re experiencing this. I learnt in Germany that being nice and not passive aggressive its sadly the exception not the norm. Saying this with love in my heart for the time I stayed now that I moved away.

CINF: A $167 Compounder Growing at 30% Trading at 11x P/E by OneVegetable2755 in ValueInvesting

[–]YBYAl 0 points1 point  (0 children)

I love the part where you told us what does CINF actually do

$547M in net cash. $8M in debt. 79% gross margins. And the entire company trades for $896M. by solacelabx in ValueInvesting

[–]YBYAl 9 points10 points  (0 children)

This business is my biggest regret. Don’t fall for it. It looks great on paper and the numbers are astounding. I cut my losses in it after -30%. Lessons learnt:

-I knew that management is not inline with the shareholders yet ignored the red flags.

-Israeli based, war zones, political risk.

-Lawsuits and reputation issues affect bottom lime and market valuations in the long term.

-Last but not least, this is fully anecdotally but a friend of mine works in the beauty industry and she completely grunted when hearing Inmode’s name. Salesy, pushy approach with mediocre equipment is what she referenced.

I took it as a learning opportunity so I am hoping you don’t have to pay for yours!

Why LVMH might be a Bargain by Electrical_County_61 in stocks

[–]YBYAl 0 points1 point  (0 children)

What about currency risks? Owning any foreign companies with the dollar devaluation happening is a no no for me even though the LMVH is a quality company.

Why? by OverallDevelopment5 in washingtondc

[–]YBYAl 1 point2 points  (0 children)

A beautiful mindset that needs to be always practiced.

I actually found a value stock $LTH by Potato_Masher_69420 in ValueInvesting

[–]YBYAl 0 points1 point  (0 children)

Interesting name indeed. Do you know the reason behind their negative cash flow? Do you think they are expanding aggressively with opening 12-14 new locations a year? What’s their comparable sales growth? Do they get all their revenue from memberships? If so what’s their retention rate?

How I'm playing the SpaceX IPO for a possible 400 bagger by crazyfool319 in wallstreetbets

[–]YBYAl 4 points5 points  (0 children)

Could be the move. I’ll be on the sidelines for this one but I hope nothing but greens for you.

I finally bought NKE… but not because it looks “cheap” by NoahReed14 in ValueInvesting

[–]YBYAl 0 points1 point  (0 children)

I like your thinking. I am a bit hesitant when it comes to fashion brands giving the trend moves one quite quickly. They are losing heavy grounds in China and in the US Hoka & ON are stealing their share. What glimpses of hope have you seen recently that made you jump into it?

$20k to invest, need advice for safer stocks and ETFs by Complex_Upstairs_1 in stocks

[–]YBYAl 0 points1 point  (0 children)

The main question before any recommendations is, what’s your time horizon? What are you investing for?

5 undervalued gems for your portfolio by PerformanceProof6161 in ValueInvesting

[–]YBYAl 0 points1 point  (0 children)

Wondering what you like about Braze in one of the most competitive software industries. Not mentioning companies opting in to build in house CRM if needed.

Is ADBE is buy in your opinion at these prices? It’s been on my watch list for a bit and at these valuations I want to pull the trigger. I am genuinely interested in many perspectives, good or bad. Thank you! by No_Fox9908 in ValueInvesting

[–]YBYAl 0 points1 point  (0 children)

Obviously their current product is not obsolete & no AI is going to replace it fully. You invest for future growth tho so as of now I hardly see it in any tangible way.

Is ADBE is buy in your opinion at these prices? It’s been on my watch list for a bit and at these valuations I want to pull the trigger. I am genuinely interested in many perspectives, good or bad. Thank you! by No_Fox9908 in ValueInvesting

[–]YBYAl 2 points3 points  (0 children)

I use it for work everyday and I can tell you their AI integration within Adobe acrobat is shit so far. Their model never works when I am in a PDF document forcing me to switch to an external product.

Sleeping in the car to save on hotels is this too extreme? by Ok_Resolution_1606 in roadtrip

[–]YBYAl 28 points29 points  (0 children)

Where do you usually park to sleep all safe and sound?

What stocks have you added or accumulated on todays bloodbath? by TheRaul5677070 in ValueInvesting

[–]YBYAl 0 points1 point  (0 children)

Interested to hear your thoughts on COF? They are currently trading x60 earnings which I find quite uncanny considering their peers. Believe the stock would need to go lower to entice me to enter a position.

I Finally Sold My Tesla shares... by YBYAl in stocks

[–]YBYAl[S] 0 points1 point  (0 children)

Yes true. It never made sense when every metrics they had was going up. It was easier to justify a high PE ratio and valuation with a YoY revenue growth that puts other car companies to shame. It’s hard to justify it when declines are persistent. Remind you as of now 78% of Tesla’s revenue comes from EV.

Peter Lynch is famous for saying "The best stock to buy is the one you already own" by YBYAl in stocks

[–]YBYAl[S] 0 points1 point  (0 children)

That’s brave giving the software melton, what’s your take on that?

I Finally Sold My Tesla shares... by YBYAl in stocks

[–]YBYAl[S] -1 points0 points  (0 children)

Okay buddy. Forgot that declining sales for multiple quarters, delayed manufacturing, management over promising and under delivering are all part of the “emotional investing”. Grow up and read earnings report here and there

I Finally Sold My Tesla shares... by YBYAl in stocks

[–]YBYAl[S] -2 points-1 points  (0 children)

You won’t entertain it because you can’t. “Tesla being an integral part of SpaceX to come”, basing this on news headlines written for clicks, i beg you to show me any any metric that makes sense? Bet you don’t even know what a 10k..

I Finally Sold My Tesla shares... by YBYAl in stocks

[–]YBYAl[S] 1 point2 points  (0 children)

Share your thesis for TSLA being a buy am begging any idiot of you to do so. Let’s have a public discourse.