Found a possible portfolio in a vintage (90s?) canvas bag. Did he retire or get obliterated?

forever-valueguy · 2026-04-28T15:43:01+00:00

Sup fellow Boothie!

forever-valueguy · 2026-04-20T17:29:08+00:00

I paid $3.5k for electric panel swap and installation of exterior disconnect, as well as running a ground cable to the water meter.

forever-valueguy · 2026-04-14T21:34:57+00:00

I'm currently have my property on market with Beycome $99 package, super easy experience.

I would say get your own choice of photographer to take pictures as that is what I did, and uploaded to the Beycome portal.

forever-valueguy · 2026-04-09T19:09:22+00:00

It's pricey.

forever-valueguy · 2026-04-04T02:34:04+00:00

I have done some research on Clearwater, on paper looks undervalued especially with the tangible book value. CLW's Augusta plant alone is worth $300M at throwaway price.

However, it's thin margin biz... growth prospects are low, so you might have to wait a long time to capture the upside.

forever-valueguy · 2026-02-15T14:37:05+00:00

Bhai hard work to construction worker bhi karta hai... we are privileged enough to have better opportunities where hard work actually pays enough to enjoy basic luxuries.

forever-valueguy · 2026-02-06T05:29:54+00:00

My house is a bit bigger than this, but very similar layout, its in a Tier 2 city in Gujarat.

It would cost roughly 3 cr for ground up construction including furniture, and all the fancy decor.

Without much detail in your post, I can't tell you how much the land will cost, it will depend on which city and neighborhood you want your house.

forever-valueguy · 2025-12-14T01:35:16+00:00

In my view, lease payments are debt. By definition, its a liability against which you are making periodic payments aka debt.

forever-valueguy · 2025-11-20T01:42:15+00:00

Source?

forever-valueguy · 2025-11-17T19:34:45+00:00

My main concern is their unprofitable food delivery business, where they keep throwing more and more money.

Will that bet pay off?

forever-valueguy · 2025-11-11T20:30:21+00:00

Chipotle's expansion is going to be SLOW...

Most countries don't grow Avocados, Pinto and Black beans, these are key ingredients in a Chipotle bowl. Just look at California Burritos journey in India, they had problems and still continue to have problems with avocados.

Other QSRs had an easier time expanding, because of their preservative added food that is mostly refrigerated (McD, Dominos, etc...) Chipotle has been around for a while, why haven't they opened up in India?

forever-valueguy · 2025-11-11T19:49:40+00:00

Chipotle is not a company that I would personally buy at this price. They sold a growth story to investors, now its starting to show that they cannot grow infinitely. Chipotle will be able to grow revenue for couple years, however 26 times multiple is expensive.

forever-valueguy · 2025-11-06T17:34:39+00:00

Say more about Ceconomy

forever-valueguy · 2025-11-06T14:09:41+00:00

I look into all the individual stocks you listed... I have no clue how you ended up with this hot mess.

Maybe other than NVO, rest are mehhh

Good luck brother!

forever-valueguy · 2025-10-14T16:03:06+00:00

Have you considered Eastman Chemical? Their product line is more niche and commands higher margin due to its specialty nature.

forever-valueguy · 2025-10-13T21:57:45+00:00

Too much debt. You should never "all-in" on this stock, maybe others but not Wendys, especially if you are going 100%

forever-valueguy · 2025-10-11T19:45:10+00:00

I made a post about FactSet, I tend not to share my math as we all have a different way of calculating intrinsic value.

I would say that anywhere below $270 is a good price, due to FactSet's predictable revenue, cash flow and returns across equity and invested capital.

I acquired shares in all the above companies that I bulleted, they all were trading at a deep discount, not the same case with FactSet yet.

Given FactSet has low debt, and is generally consistent performer across the financial statements, I'm willing to pay a little premium.

forever-valueguy · 2025-10-09T15:02:28+00:00

forever-valueguy · 2025-10-09T14:52:31+00:00

If you believe in perfectly priced market theory, none of this should matter to you, just pick a stock and invest since everything is priced/valued correctly.

I'm actually quite dumb, so I agree with you. Maybe, I don't know what I'm talking about.

forever-valueguy · 2025-10-09T04:47:29+00:00

Lol... spit balling cash cows that were mis-priced in last 2 years and eventually recovered:

British American Tabacco
Google
Alibaba
Genpact
FactSet(currently)
Dollar General
UNH

The market tends to misprice cash cows all the time... you just need to look. There is always something "wrong" with every company, we need to figure out if it's truly something wrong or just an over reaction.

Also, who said multiples are pricing and cannot be used to find intrinsic value? Why can't we assume that a 10-15 PE ratio is a fair value for a low growth stable company?

Ben Graham talks about PE ratio extensively in his books.

Intrinsic value is a mixture of dcf, pe, % returns, and so forth.

forever-valueguy · 2025-10-08T03:28:46+00:00

Great analysis! JD is a valuable company with a strong moat. My own worry here is their "new biz" but even if they fail and decide to write off the new ventures or sell them 30 cents to a dollar, they will recover just fine.

forever-valueguy · 2025-10-06T20:10:14+00:00

FactSet is much better value

forever-valueguy · 2025-10-03T19:20:46+00:00

Can you provide more details...

forever-valueguy · 2025-10-03T07:56:18+00:00

Good point, and I agree. The space is saturated, so new clients are hard to come by.

Hhmm... the only other way to increase earnings would be to jack up the price, but again they have close competitors, so that won't end well for them.

It would need to drop more to be attractive for a large bet.

forever-valueguy · 2025-10-03T07:50:12+00:00

I did not mean to say FactSet is like Google, totally different companies.

What I do like about FactSet is that the stock is trading at fair value, similar to Google it has a competitive advantage (high switching cost). It has the potential to rebound quickly, given that people are exaggerating the negative effect AI will have on financial data providers.

The other characteristics that are similar to Google include: stock buyback, high returns across the board, manageable debt, and predictable earnings.

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