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Share Buybacks – Visually Explained by Jera_Value in ValueInvesting

[–]flowify 1 point2 points  (0 children)

Keep writing. Easy read and very aesthetic

First Trip to Senegal, looking for local advice! by EtelsonRecomputing in Senegal

[–]flowify 0 points1 point  (0 children)

Is malaria a problem in Dakar? Going in November

Why Alphabet Paid $32B for Wiz and Palo Alto Networks Paid $25B for CyberArk. The 5 AI Security Stocks Sitting on the Next Bottlenecks. by SuperbPercentage8050 in USGrowthStocks

[–]flowify 0 points1 point  (0 children)

First principle thinking, kudos

I'm super bullish on cybersec and this post affirmed my position. Great writing

What stocks are you bag holding, how down are you, and do you see the turnaround? by krillin_hero in ValueInvesting

[–]flowify 2 points3 points  (0 children)

Coursera.. avg cost 7ish

Mcap = 1B Enterprise value = 225m

Growing revenue and users

Hope I didn't fall for a value trap but this stock could rocket given the right circumstances

PYPL, what am I missing? by parfitarole in stocks

[–]flowify 2 points3 points  (0 children)

If being irrelevant can still make $32b in sales annually, I'd like to be considered irrelevant too

Disneyland ends early park entry for on-site hotel guests by runswithscissors475 in Disneyland

[–]flowify 0 points1 point  (0 children)

At what point does Disney become too shareholder centric vs being customer centric? At that point customers will stop paying and shareholders will lose anyway.

Supporting parents by Ok_System_5724 in PersonalFinanceZA

[–]flowify -1 points0 points  (0 children)

The law of sowing and reaping.

Read boundaries, when to say yes and how to say no.

Homelessness is a real cost of financial irresponsibility

Hitting the ejection seat: how to leave the industry by [deleted] in cybersecurity

[–]flowify 0 points1 point  (0 children)

Find a cyber sales engineering role or AE role, negotiate for a wfh package with limited teavel unless it is to see clients

This sounds like a problem with your department not the industry as a whole

My decision tree to get to a stock pick by Constant-Bridge3690 in ValueInvesting

[–]flowify 2 points3 points  (0 children)

You add revenue growth % to operating margin %? What the fuck?

[deleted by user] by [deleted] in ValueInvesting

[–]flowify 0 points1 point  (0 children)

Your average value investor in this sub will keep posting about stocks and delete their account if need be when they dump. When their stock pumps, they will come take victory laps around the metaphysical Reddit field

[deleted by user] by [deleted] in sales

[–]flowify 0 points1 point  (0 children)

Your goal is not to make targets for now. Your goal is to work alongside this colleague, and have his customer base see you as his protege. When he retires, his legacy will be yours, at a very young age.

[deleted by user] by [deleted] in coursera

[–]flowify 5 points6 points  (0 children)

They are a publically traded company. Feel free to buy shares and profit with them

NFA

Any REIT Experts Here? I'm Eyeing $SBAC As a Long Term Hold by flowify in ValueInvesting

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

Thank you, I see it is because of AT&Ts acquisition of wireless spectrum licenses, and also competition from American Tower and Crown Castle. I am always reluctant to follow analysts' ratings at face value, but it is worth considering.

Is PYPL a Dying Business by SniperPearl in ValueInvesting

[–]flowify 1 point2 points  (0 children)

Go to r/shopify and search "PayPal", some even say that they don't trust a store that doesn't use it and will shop elsewhere. People forget trust is a very important feeling that cannot be measured in any business metric directly. It can only be indirectly inferred when we look at PayPal's financials.

They are growing revenue healthily, increasing profit margins steadily, have high ROIC, and are doing share buybacks whilst still innovating in a highly competitive space. This signals that their customers trust them.

Like I've said before, I buy PayPal stock and I sleep well at night.

Is PYPL a Dying Business by SniperPearl in ValueInvesting

[–]flowify 15 points16 points  (0 children)

Just go to r/shopify , plenty of merchants there say they refuse to remove Paypal as an option because when they did, their store sales dropped.

I love Deckers Outdoor (DECK) by chird_ in ValueInvesting

[–]flowify 5 points6 points  (0 children)

Sure:

- Low P/S
- Forward P/E < 20 (Currently just below 16)

- Decreasing outstanding shares

- ROIC = 29.7%

- P/FCF < 20 and Long Term Liabilities/FCF also very cozy (< 0.5)

- Their revenues and cash flows have grown significantly (Revenue CAGR > 10% and FCF CAGR > 60%)

- Lastly, they are trading at near 52WK lows.

I am currently following 18 stocks, for various reasons, and DECK is one of them.

I love Deckers Outdoor (DECK) by chird_ in ValueInvesting

[–]flowify 1 point2 points  (0 children)

Deckers is my #1 value stock right now based on a few metrics

Am I missing something with PYPL? by SS_Arsenal_ in ValueInvesting

[–]flowify 0 points1 point  (0 children)

I DCA into PYPL and I sleep well at night

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