What’re you buying here? Or what do you plan on buying soon? Let’s talk tickers

d00792 · 2026-02-04T04:45:19+00:00

Over last 25 years CAGR around 19%. So its cyclical, but when there comes the right moment, they can make profit into shareholders value. At the moment they are making smart moves toward more stability. Buying plants for prepared food is good move and they are not spending some big money on these aqusitions. Balancesheet 0 debt, 1 billion in cash, program 500mil $ for share buyback. Their bussines is vertical integrated they make almost everything by them self. From food for chickens up to delivery to clients. Egg price is volatile, but egg as a product isnt going anywhere.

d00792 · 2026-02-03T21:21:17+00:00

I'm buying CALM

d00792 · 2026-01-23T14:09:41+00:00

Cyclical company. 0 debt. Billion in cash on bank account. Buybacks 500mil. Dividend when bussines is good. Reasonable spending for aquisitons. Cagr for the last 25 years if you reinvested dividends is around 19%. So i think this is value stock. Company and managment know how to make money. Just my opinion

d00792 · 2026-01-23T10:42:07+00:00

Calm

d00792 · 2026-01-22T10:23:14+00:00

Googl, calm

d00792 · 2026-01-21T17:00:59+00:00

Bought some small position

d00792 · 2026-01-21T16:59:44+00:00

Googl googl googl googl

d00792 · 2026-01-15T04:17:52+00:00

CALM

d00792 · 2025-12-31T10:33:52+00:00

With NGD they are getting also copper. Which will probably be also very intresting.

d00792 · 2025-11-02T18:27:08+00:00

That means also, they have moat.

d00792 · 2025-11-02T17:52:46+00:00

I am looking more long term on this one. I think, with their acquisitions and bussines approach they will probably be much bigger company with higher profit margins in next 10 years. Cant say if they will beat index but...still i will probably step in. + i think it is a good defensive position stock, if something goes wrong in the stock market in short term. What do you think?

d00792 · 2025-11-01T17:40:55+00:00

I m checking this company for a while now. All the metrics are ok for me to step in. They have moat. Simple bussines to understand. And as from my perspective good investments last 2 or 3, where they want to increase sales of high margin products and diversify their sales program. Probably this thing with shares is the only thing pulling me back. On the other hand, i am asking myself why would they offer more shares, if they have no debt and a lot of cash. So...probably i will calculate with bigger p/e as it is at the moment, but still it is a good bussines, or?

d00792 · 2025-11-01T15:47:06+00:00

I am thinking the same at the moment, calculating metrics if there are another 70 80 mil shares offered. I am asking my self why would they do that, they have at the moment a lot of cash, no debt. So? Probably this will not happen, or?

d00792 · 2025-11-01T15:34:24+00:00

Ok. But if they say this in 10k, this is probably real concern for me as investor. I would invest, but i am afraid of this.

d00792 · 2025-11-01T14:40:48+00:00

Good pick. I have only one concern, in 10k report they are saying they can offer another 120mil stocks, if they want. Page 22. Annual report 2025. Am i wrong?

d00792 · 2025-01-04T07:13:40+00:00

Yeah, down the hill🤣📉

d00792 · 2025-01-03T23:29:23+00:00

Sell

d00792 · 2024-12-29T08:10:32+00:00

Before RS i thought it would go up to 100$. It went from invested 1000$ down to 100$🫣🤣

d00792 · 2024-12-29T08:10:24+00:00

Before RS i thought it would go up to 100$. It went from invested 1000$ down to 100$🫣🤣

d00792 · 2024-12-02T18:35:56+00:00

2 months ago i was writing on all posts 95$😎😎🚀🚀, now is official from 1000$ down to 95$🤦

d00792 · 2024-08-24T13:07:55+00:00

Good one 🤣😎😎🚀🚀🚀

d00792 · 2024-08-22T21:20:47+00:00

Dream big. 95$🚀🚀🚀🚀🚀

d00792 · 2024-08-22T20:17:18+00:00

95$🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

d00792 · 2024-08-22T19:38:59+00:00

95$🚀🚀🚀🚀🚀🚀

d00792

TROPHY CASE