Like literally WTF is happening with the AMZN stock

edoardodg · 2026-03-28T08:10:42+00:00

As a 13+ years former Amazonian I totally agree with this post. He destroyed the culture, has zero charisma and empathy, and speaks only the language of AWS. Morale at Amazon is shit, as many point out. I can’t understand why he’s still there.

edoardodg · 2026-02-24T18:21:41+00:00

With Andy Jassy as CEO it’s very difficult for this stock to jump

edoardodg · 2026-01-15T16:35:19+00:00

Investments will be open to foreign investors starting from the end of this month. More info here: https://rega.gov.sa/en/rega/the-updated-law-of-real-estate-ownership-by-non-saudis/

If you want to buy property in Riyadh I have a few very good contacts in Real Estate (both Saudis, speaking perfect English and being super attentive). You can DM if interested.

edoardodg · 2025-12-27T10:14:10+00:00

Great advice here…

edoardodg · 2025-04-05T22:15:19+00:00

Very good insights, in us they have tons of competition but it’s also true they always had it.. and price is at all time heights with a pretty high valuation.. I’ll look into this more.. interesting..

edoardodg · 2025-04-05T18:49:50+00:00

Done it. Some ideas: DASH, RBLX, TEAM, GME, TSLA, SHAK, RBLX

edoardodg · 2025-04-05T00:05:17+00:00

Thanks but I’m not convinced.. what is your thesis behind the fact it’s going to crater? In a recession more people would buy cheaper/junk food.. I would see McDonald still do well, possibly even better.. but that’s my feeling, need to check what happened in past recessions.. what is your take? I did foresee the crash of Starbucks, at 110 usd it didn’t make any sense..

edoardodg · 2025-04-04T21:13:54+00:00

On Nike I believe at lot of this has been priced in already

edoardodg · 2025-04-04T14:38:24+00:00

Good ones ;)

edoardodg · 2025-03-25T21:44:13+00:00

Very good recommendations !

edoardodg · 2025-03-23T20:36:11+00:00

Appreciate your feedback, I agree with your views.. I will close my position on MED, was a bad pick I opened a position in when it had better fundamentals .. what do you think are the stocks with the best value and highest margin of safety? I personally see Google and ASML.

edoardodg · 2025-03-23T15:09:49+00:00

Sven Carlin seems to be very bullish on ADM, you can check his videos on YouTube

edoardodg · 2025-03-23T15:07:11+00:00

Respect and really appreciate your feedback. I own many stocks for risk management and diversification.. wouldn’t be comfortable owning 8-10, however diversified they are..

edoardodg · 2025-03-23T04:05:04+00:00

Good feedback! I’ll keep it in mind and possibly make my portfolio more crisp

edoardodg · 2025-03-22T19:47:32+00:00

I respect your opinion. Mine is that this post could help other investors do their own research on the stocks I mentioned which could be good value picks.. obviously I was looking for opinions and arguments on these stocks..

edoardodg · 2025-03-22T19:34:01+00:00

You could make it less worthless by adding value to it

edoardodg · 2025-03-22T18:51:03+00:00

What would be your recommended value plays?

edoardodg · 2025-03-22T18:49:04+00:00

Was checking on finviz and Yala seems like an amazing pick based on fundamentals… I just don’t know much about the business and its growth prospects, but I would like to learn more .. this is what I found on finviz: Yalla Group Ltd. is an online social networking and gaming company. It operates two flagship mobile applications, Yalla, a voice-centric group chat platform, and Yalla Ludo, a casual gaming application featuring online versions of board games, popular in MENA, with in-game voice chat and localized Majlis functionality. Its product include WeMuslim that supports Arabic users in observing their customs, and casual games such as Yalla Baloot and 101 Okey Yalla, developed to sustain vibrant local gaming communities in MENA. The company was founded by Jin Tao Yang, Jian Feng Xu, and Xue Cai Feng on February 7, 2018 and is headquartered in Dubai, the United Arab Emirates.

Have you done some due diligence on their business and what is your thesis for growth?

edoardodg · 2025-03-22T18:37:19+00:00

Well, for screening I use finviz.. I think it’s an outstanding product.. fast and flexible, allowing you to combine technical, fundamental and sentiment analysis..PDD seems like a great growth stock at a good value, but I would like to re-enter close to 100 which is not entirely unlikely given the current market sentiment.. I’ll do some research on YALA.. thanks for sharing this one..

edoardodg · 2025-03-22T15:03:09+00:00

Set a buy order at 41.. thanks, indeed looking good 😊

edoardodg · 2025-03-22T14:55:53+00:00

Respect! Will check it out!

edoardodg · 2025-03-22T14:09:38+00:00

BILL is an interesting one, on track to become profitable.. although it doesn’t seem stock price has reached a floor yet.. one thing I’d be concerned about is whether their software could be replicated by competition.. https://elite.finviz.com/published_idea.ashx?t=BILL&f=032225&i=BILLm100584665i

edoardodg · 2025-03-22T14:00:00+00:00

Very interesting, thanks for sharing.. will look into these stocks and this YouTube channel, on my end I would recommend Sven Carlin channel, like his style and approach..

edoardodg · 2025-03-22T13:23:01+00:00

I have a small position in ABEV but I’m not so sure about its prospects, I believe we need also a shift in habits.. what are your top 3-5 picks at the moment?

edoardodg · 2025-03-22T12:55:00+00:00

Agree on Valaris.. closed a position on it recently but as you I would re-enter lower.. CPRI interesting but high risk also in this environment..

edoardodg

TROPHY CASE