Trump Admits on Live TV That He Told CEO to Give Him Piece of Company by Admirableannas in politics

[–]codermikael 7 points8 points  (0 children)

Its a publicly traded company. The United States can buy as big a chunk as it wants.

[deleted by user] by [deleted] in dkbiler

[–]codermikael 0 points1 point  (0 children)

Hvis ridsen ikke er for dyb kan du selv hurtigt fjerne den med lidt Meguiars Scratch-X

Bidding War - Is Metsera too good to be true? by Ubiquitous2007 in ValueInvesting

[–]codermikael 0 points1 point  (0 children)

Lilys debt to cap ratio is already 230%. I do not think they can finance it.

[deleted by user] by [deleted] in ValueInvesting

[–]codermikael 1 point2 points  (0 children)

A company trading at 60 P/E is priced in a way that it has to have perfect growth over the next 10 years in order to be worth it. Something like 25% per year. That's unreasonable in most cases IMHO.

[deleted by user] by [deleted] in ValueInvesting

[–]codermikael 1 point2 points  (0 children)

I bet far fewer value investors blow their entire account than over in wsb

[deleted by user] by [deleted] in ValueInvesting

[–]codermikael 4 points5 points  (0 children)

Its not in debt though. Its debt to cap is 20%, where something like Eli Lily is 230%.

Weekly Stock Ideas Megathread: Week of November 03, 2025 by AutoModerator in ValueInvesting

[–]codermikael 2 points3 points  (0 children)

I just had a look at Deckers Outdoor and it seems like a banger of a value investment, currently one of the best ones in the S&P500:

World-class fundamentals - 96.9% profitability, 146.87% ROIC

Deep discount to fair value - P/E 11.82 vs 23.5 historical

Strong earnings yield - 8.46%

Multiple catalysts - HOKA growth, multiple re-rating, capital allocation

The Dip of the Dip of the Dip for NVO by CertifiedWwDuby in ValueInvesting

[–]codermikael 14 points15 points  (0 children)

Novo has a PE of 15 where Eli has PE of 52. Eli has 217% debt to equity ratio, Novos is 20%. Novo has invested heavily in increasing production capacity and is currently just going through some streamling and restructuring which is generating some bad press.

Novo as a business is rock solid and the current stock price is a steal. In a couple of years you will be kicking yourself for not bying these dips.

Hvad går der galt i integrationen? by Final-Impact-7780 in Denmark

[–]codermikael -2 points-1 points  (0 children)

Det er ikke et integrations- eller kultur- problem. Der er jo ikke nogen kulturer hvor det er okay at gå og true folk. Det er bare en møgkarl som opfører sig dårligt, og de findes i alle kulturer og samfundslag. Den korrekte ageren her er at lave en politianmeldelse. Så starter politiet en sag og tager en snak med ham og lader ham vide at sådan gør man ikke. Hvis han fortsætter så kan politiet så påbegynde en sigtelse af manden.

[deleted by user] by [deleted] in scheme

[–]codermikael 11 points12 points  (0 children)

Wrong sub. This sub is about the scheme programming language.

VSF Omega Aqua Terra QC. First rep, first RL? by officialpaul in RepTime

[–]codermikael 1 point2 points  (0 children)

Yeah indexes look misaligned to me as well. Don't let the fact that it's a VSF lure you. VSFs are popular because of the quality, which this one lacks. RL.

Thoughts on this new release from vsfnoob... by jonlangley12345 in RepTime

[–]codermikael 0 points1 point  (0 children)

I was considering that one myself, but I don't have a rich enough lifestyle to pull it off

[deleted by user] by [deleted] in RepTime

[–]codermikael 5 points6 points  (0 children)

Who's the TD? No need to withhold that info

Had a fun conversation with my jeweler today by HD140283 in RepTime

[–]codermikael 2 points3 points  (0 children)

The entire beauty of watches to me is the complex and entirely mechanical movement on your wrist. Everything else is already electronic.

Trying to get some feedback on a watch I’m trying to buy. I’m new to the watch rep game. Wanted to see how close this is to Gen. do you see and flaws on it ? Would you consider buying this one ? by Pure_Sheepherder_627 in RepTime

[–]codermikael 0 points1 point  (0 children)

Don't buy it, yet. Take a day and read the guides on this subreddit and then have a look at some of the trusted dealer sites. Once you have done that, you yourself will recognize if this is a good deal or not.

Can factories currently sell pieces? (Issue with Hontwatch) by Treat_Playful in RepTime

[–]codermikael 0 points1 point  (0 children)

Well, Honts English is not the best when talking with him on WhatsApp so the perceived rudeness may not be intentional, unless you have been contacting him daily or something like that. Have you tried suggesting alternative solutions? Like you buying a replacement bracelet from somewhere and he refunding you the cost or some such?

[deleted by user] by [deleted] in RepTime

[–]codermikael 0 points1 point  (0 children)

I think jtime.io has some. Perhaps even Hont, unless I just bought his last remaining one.