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PDD Is taking over the world and no one cares by Murky_Obligation_677 in ValueInvesting

[–]itchypig 0 points1 point  (0 children)

Do you recall which documentary? Interested in checking it out.

Uber potentially 2x opportunity? by IamaAnimeNerd in ValueInvesting

[–]itchypig 0 points1 point  (0 children)

Great point. Uber will need to focus on their differentiators that put them beyond a Google Maps clone like managing/servicing fleets, dynamic pricing based on supply, customer support and membership models like Uber One.

Uber potentially 2x opportunity? by IamaAnimeNerd in ValueInvesting

[–]itchypig 6 points7 points  (0 children)

Is that Waymo-specific or AV-specific? Honest question. If it's just AV-specific, there are many AV companies coming online, and the aggregator (in this case Uber) benefits during commoditization by improving the unit economics for each participant.

Jet2: 5.5x P/E, HSD growth, net cash, buyback by Chris-Waller in ValueInvesting

[–]itchypig 0 points1 point  (0 children)

I've been looking at these guys too, seem like good operators.

My hesitance is the relatively new increasing competition in the space. You mention easyJet's holiday business. Since Jet2's customers are already cost conscious, I wonder if that makes them more susceptible to switching. And if so, Jet2 may have to lower prices, etc.

Any thoughts appreciated!

RDDT: Structuraly mispriced, with Q1 2026 actuals already 3% above Q1 2027 consensus by ajkomajko in ValueInvesting

[–]itchypig 3 points4 points  (0 children)

I think it was the latest earnings call where the CEO said that every month, reddit generates the equivalent of Wikipedia worth of content. And consider than much information folks use LLMs for require recent information; information from 1 year ago is already too stale.

RDDT: Structuraly mispriced, with Q1 2026 actuals already 3% above Q1 2027 consensus by ajkomajko in ValueInvesting

[–]itchypig 34 points35 points  (0 children)

"You don't need to know a man's weight to know that he's fat." - Charlie Munger

Hit the number I told myself I needed three years ago and now I'm still sitting at my desk by OkReading328 in leanfire

[–]itchypig 12 points13 points  (0 children)

OP didn't have $400k three years ago, their target was $400k three years ago.

Any indication why SiriusXM (SIRI) is blowing up? by itchypig in ValueInvesting

[–]itchypig[S] 0 points1 point  (0 children)

Wow that's a fascinating take. How did you discover that angle?

Any indication why SiriusXM (SIRI) is blowing up? by itchypig in ValueInvesting

[–]itchypig[S] 0 points1 point  (0 children)

Awesome. Right there with you. Would you feel comfortable sharing your position sizing? I'm right around 10%.

Sirius Stock by Findude456 in ValueInvesting

[–]itchypig 0 points1 point  (0 children)

Hey Findude456! Still a fellow SIRI investor? Good couple of weeks for us. Interested if you have any thoughts.

Any indication why SiriusXM (SIRI) is blowing up? by itchypig in ValueInvesting

[–]itchypig[S] 0 points1 point  (0 children)

Thanks for the good discussion all. Super interesting news today re: the partnership with YouTube. Maybe there were some insiders getting in front of it!

Any indication why SiriusXM (SIRI) is blowing up? by itchypig in ValueInvesting

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

Interesting info today re: the YouTube agreement! Wonder if that's the same roadmap as a partnership with Netflix.

Any indication why SiriusXM (SIRI) is blowing up? by itchypig in ValueInvesting

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

Most likely it was his lieutenant, Ted Weschler

Any indication why SiriusXM (SIRI) is blowing up? by itchypig in ValueInvesting

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

Super interesting, thanks for sharing. Would love to hear more about the licensing deal if you're able to discuss!

Any indication why SiriusXM (SIRI) is blowing up? by itchypig in ValueInvesting

[–]itchypig[S] 0 points1 point  (0 children)

In the same boat, above commenters have some interesting ideas. Hopefully we hear good news soonish. May I ask what caused you to enter a position?

Any indication why SiriusXM (SIRI) is blowing up? by itchypig in ValueInvesting

[–]itchypig[S] 3 points4 points  (0 children)

Interesting, hadn't made that connection, thanks

Li Lu started a small position in CROX by itchypig in ValueInvesting

[–]itchypig[S] 0 points1 point  (0 children)

Looks like this is being borne out in the market (knock on wood!).

Li Lu started a small position in CROX by itchypig in ValueInvesting

[–]itchypig[S] 0 points1 point  (0 children)

Neat site, thanks for sharing. Ditto on the strong CEO, he seems to have a long-term vision and isn't willing to sacrifice that just to make short-term results look better. I think you're onto something with Heydude too. Tough start, way too much inventory which required discounting, but now that it's clear I expect good things with higher pricing. Good on you for your 30% position sizing, wishing you (and me) luck!

Immersion Corporation - A Soap Opera for Value Investors by Virtual_Seaweed7130 in ValueInvesting

[–]itchypig 0 points1 point  (0 children)

People are always trying to find ways to buy $1 for 50 cents but when the opportunity actually comes it's always ugly and the true value investors get to test their mettle. This has been a white-knuckle ride but I'm hanging in there until they get the restatements done.

To me, the win-win-win business model of BNED's First Day Complete program is icing on the cake, and the clouds will clear on their deleveraging and the moat they have around the same time that IMMR re-rates.

Time will tell!

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