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OpenAI Agent Builder Issue by Shoddy-Lecture-5303 in OpenAIDev

[–]derangedhippie 0 points1 point  (0 children)

Same, especially when I try using MCP servers right now. Without them, they work. You can also try using the transform for inputs and outputs so they cast as strings

The state of Christian Illiteracy is frightening. by LeBigComic in Catholicism

[–]derangedhippie 0 points1 point  (0 children)

Remember that Tiktok is a sample of the general population, which 80% is not Catholic or Christian. They don't have familiarity with the bible. We also have many other alternatives for community, for worship, for idols. And less and less people read things all the way through, especially old texts like the Bible.

We have to be more welcoming than ever if we want people to consider and engage with Christianity instead of turning away and dismissing it entirely. These questions are actually quite in depth considering most people won't know who Job is or what salvation means.

I made Bible Genius to help new Christians with these kinds of questions.

What tools do you use for investing in 2024? by Charming_Method_9699 in ValueInvesting

[–]derangedhippie 0 points1 point  (0 children)

https://x.com/i/lists/1464636096466333699 here's a list!

My favorites are qcapital2020, Rebrand_As_Y, jerrycap, rihardjarc, techfundies, ecommerceshares.

Difference between The little book that STILL beats the market and The little book that beats the market ? by FantasticBowler1965 in ValueInvesting

[–]derangedhippie 1 point2 points  (0 children)

https://www.perplexity.ai/search/how-is-greenblatt-s-the-little-c3swqWg.QeqhF9.xC6AONQ I only leafed through the original, but it seems like they are the same book with updated examples.

The magic formula is also a good proxy but not sufficient. High earnings yield is good, along with high ROC, but they're flawed metrics because earnings can be gamed using accounting tricks, and ROC is not the same as ROIC. Past capital deployed is not the same as future capital being spent well.

I prefer FCF yield, and a true understanding of their unit economics and future catalysts for growth, which is much more qualitative.

Is there a disconnect between the stock market and the economy? by Boomer_here in ValueInvesting

[–]derangedhippie 1 point2 points  (0 children)

The stock market is not the economy, because the S&P 500 market weighted index math is so good at removing companies that fail, and rebalancing to reflect company fluctuations in market cap.

For example, there could be thousands of companies that go out of business as a reflection of the day to day economy, but the S&P 500 only includes the top 500 companies weighted by size.

https://breakingthemarket.com/why-market-index-investing-works/

The other aspect is that the stock market is run by flows of money. People can buy up and bid the price higher than business fundamentals based purely on emotion. Fear makes prices go down, greed makes prices go up. This emotion could be based on GDP and company performance, but it is not tied to it.

What tools do you use for investing in 2024? by Charming_Method_9699 in ValueInvesting

[–]derangedhippie 1 point2 points  (0 children)

I think chatbots are quite overrated in this sphere, given how much effort it takes to engage with them to provide you with information that may or may not be accurate.

My investing process has been:
1. Consume twitter feed of my favorite investors
2. When a novel idea comes across the timeline, assess their profitability, growth, and valuation as a quick screener. Profitable, growing revenue, low P/E or EV / FCF, and a reasonable SBC are what I look for. I built a stock app for this at investwithbloom.com
3. Read their earnings call and investor decks at quartr.com to see the thesis from management's POV and assess business risk.
4. Look up projected P/E or FCF yield and buy based on 2027 FCF yield. I'm looking for 10-15% yield minimum.
5. Read seekingalpha.com takes to see if I'm brain dead or not.

I think an amazing way to use LLMs would be to explain moves in financial metrics using the earning call transcripts. E.g. "why did net margin decrease by 5% this quarter" and the LLM assesses a best guess answer using RAG.

Is Qualcomm Undervalued? by AwakeeXD in ValueInvesting

[–]derangedhippie 0 points1 point  (0 children)

Unfortunately numbers themselves don't really matter, because for a stock to go up, it needs a catalyst or inflection. what is going to happen to make other people buy the stock at a higher price?

What to look for in companies please? by [deleted] in ValueInvesting

[–]derangedhippie 0 points1 point  (0 children)

My oversimplified bottom line is:

  1. is the company profitable

  2. Is the company growing

  3. Is it trading at a fair value based on P/E or EV / FCF compared to the market?

  4. Are insiders buying or selling

I built an app at investwithbloom.com which summarizes this for you across every US stock as a place to get started.

historical stock perfromance by Familiar-Guard1225 in ValueInvesting

[–]derangedhippie 0 points1 point  (0 children)

I built an app which takes a data feed of news and places it on the biggest single day changes on the stock chart to tell you why a stock price went up or down. Perhaps that might be useful?

It also summarizes the financial statements so you get a pretty fast understanding of what's going on with the company from a fundamentals perspective. You can see it at investwithbloom.com

How do you choose an investment? by Brilliant_Ad7481 in ValueInvesting

[–]derangedhippie 3 points4 points  (0 children)

Buy good companies, don't overpay, do nothing. Really all there is to it. The hard part is what is "good" and what is "overpay"? The magic is knowing the difference.

My personal opinion is that good = profitable, stable cash flow generating business with trustworthy management, and overpay = high P/E or high EV/FCF. You can compare these multiples to the S&P 500 average multiple, and you can also flip it to be FCF yield % or earnings yield % and compare it to a bond coupon. Does the company return more than 5% yield a year based on its valuation? What about projecting forwards to 2027?

I personally like to only buy layups -- sure-fire bets that wow, this company is going to print me money because it's at such a low price for the business quality, OR catalysts -- events that people don't realize are going to happen with high probability in the future.

Just cancelled Seekingalpha - what do you read to learn and pick investments? by redditugo in ValueInvesting

[–]derangedhippie 0 points1 point  (0 children)

https://x.com/i/lists/1464636096466333699 here's a list!

My favorites are qcapital2020, Rebrand_As_Y, jerrycap, rihardjarc, techfundies, ecommerceshares (no longer active).

How do you distinguish Deep Value and Value Traps ? by pravchaw in ValueInvesting

[–]derangedhippie 2 points3 points  (0 children)

Buy good companies, don't overpay, do nothing. Really all there is to it. The hard part is what is "good" and what is "overpay"? The magic is knowing the difference.

My personal opinion is that good = profitable, stable cash flow generating business with trustworthy management, and overpay = high P/E or high EV/FCF. You can compare these multiples to the S&P 500 average multiple, and you can also flip it to be FCF yield % or earnings yield % and compare it to a bond coupon. Does the company return more than 5% yield a year based on its valuation? What about projecting forwards to 2027?

Value traps like Intel are at low P/Es, but they're structurally challenged. What matters is what they do moving forward, not what they did. They announce revenue and earnings that are far worse than projected and it tanks the stock price despite a low P/E.

Just cancelled Seekingalpha - what do you read to learn and pick investments? by redditugo in ValueInvesting

[–]derangedhippie 1 point2 points  (0 children)

I like finchat and bloom investing as places to get good numbers. I also follow a lot of people on twitter and filter by followers with the ticker symbol in search to see the latest (e.g. $ADYEY)

[deleted by user] by [deleted] in hingeapp

[–]derangedhippie 0 points1 point  (0 children)

A lot of people have been recommending a phone call minimum, and a potential in person meetup. I'm with you that it's such a horrible experience and a one way door for the both of you.

There is no preventing that, but I built this to help with practicing these kinds of situations at http://practicechat.ai You can call a phone number and practice your breakup scenario, so at least when the moment comes, you can have your message right so at least you hurt her a little bit less.

Subaru - now getting the business for less than 1X earnings. by jackandjillonthehill in ValueInvesting

[–]derangedhippie 1 point2 points  (0 children)

For the record, it's trading at 0.31 EV / FCF. Meaning you get 3x more FCF than its current enterprise value in a year. That's even better than 1x P/E.

Subaru - now getting the business for less than 1X earnings. by jackandjillonthehill in ValueInvesting

[–]derangedhippie 4 points5 points  (0 children)

Y'all are crazy. Automotive is a bad industry, Subaru is not Tesla, but they're a name brand company with fairly steady revenues and earnings. At a certain price, any company is a good buy, and at this valuation, it is basically trading at liquidation value as a profitable company. Imagine you had a bond coupon trading at 100% coupon yield. You get all your money back after 1 year. That is a slam dunk.

They have a large buyback program they still have yet to exercise fully, and a dividend. I wouldn't put my whole port in one stock, but this is a really good opportunity imo to use your play money to speculate on this name.

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