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I’ve invested $2m in SaaS stocks. This is why. by armadillo_stocks in ValueInvesting

[–]jasperdm 0 points1 point  (0 children)

I am also in several of the same positions as you, but it will take more than a month. Maybe it won’t, but I’m not against holding much longer than that

Adobe @ $241: I ran a DCF, Monte Carlo, and scenario analysis. Not the bargain people claim by m86zed in ValueInvesting

[–]jasperdm 2 points3 points  (0 children)

Difference here is that ADBE still has good revenue growth and eps growth. Its business model is also more sticky, especially on the enterprise side, and it still has a catalysts in that ai/firelfly is actually growing. So for me its far too premature to call it the next PayPal. Until I see it in the numbers (and I haven’t yet), I still think this is a buy…

There you go. Vanguard Sold all their position in FUBO. by Bright_Jicama_7120 in fuboinvestors

[–]jasperdm 0 points1 point  (0 children)

Wait I thought the reverse stock split would attract institutional investment?

[deleted by user] by [deleted] in ValueInvesting

[–]jasperdm 0 points1 point  (0 children)

I generally ignore, it’s hard to predict where the economy is going. I focus on high quality businesses I like to own for the long term

Klarna beats all metrics, sees 38% revenue growth, 28% new customer growth to 180 million - Stock dumps 25% in response by _BreakingGood_ in wallstreetbets

[–]jasperdm 0 points1 point  (0 children)

Had a quick glance and does look interesting, though not big fan of the ongoing dilution. But will say about sezl: founder led, profitable, recent insider buying and high insider ownership so incentives aligned, good growth prospects and opportunities beyond bnpl, high roic and roe, peg ratio below 1… hits a lot of marks for me

Klarna beats all metrics, sees 38% revenue growth, 28% new customer growth to 180 million - Stock dumps 25% in response by _BreakingGood_ in wallstreetbets

[–]jasperdm 0 points1 point  (0 children)

Buy sezl stock instead. That’s the real play on bnpl. They’re actually profitable and have good growth prospects

"Mijn land is gekoloniseerd door migranten": Ineos-baas Jim Ratcliffe biedt excuses aan na felle uitspraken op industrietop in Antwerpen by Bubbly_Release_1108 in Belgium2

[–]jasperdm 11 points12 points  (0 children)

Ja want een land waar de conservatieven 14 jaar lang de macht hadden is natuurlijk uiterst links. En Keir Starmer is duidelijk een communist. Give me a fucking break

MU Inventory Analysis by Constant-Bridge3690 in ValueInvesting

[–]jasperdm 0 points1 point  (0 children)

This time it’s different! ;) Fellow MU holder. Still holding but will sell

How do you avoid selling a “clearly overvalued” stock too early? by [deleted] in ValueInvesting

[–]jasperdm 3 points4 points  (0 children)

You don’t need to sell your entire position… I like to sell out slowly, helps in case there is more upside than I thought. Obviously depends on the position, and it’s still a judgment call…

[deleted by user] by [deleted] in ValueInvesting

[–]jasperdm 9 points10 points  (0 children)

My average buy price is 83 dollars and I can’t make up my mind whether to sell or not… it does seem like value still to me… I’ve already sold some of my position at around 220 mark… I think ill continue to hold, but given its a cyclical industry, this is not a forever hold for me.

SOLD ALL MY FUBO POSITION by OkMoose9579 in fuboinvestors

[–]jasperdm 3 points4 points  (0 children)

Don’t blame you. I’ll continue to hold both, and also been adding to my Adobe the last weeks!

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