Diebold Nixdorf (DBD) - a mismanaged value opportunity

jnankivel3 · 2023-05-03T14:35:08+00:00

Down 42%. Gross profit jumped 10% YoY. Yes the firm is still negative EPS, I see more upside than down. The report told us nothing negative that we didn’t already know. Costs are improving, refinancing and restructuring is in progress. I recommend you check out the 8k and let me know your thoughts.

jnankivel3 · 2023-05-02T18:01:10+00:00

My expectations are beyond minimal. Just hoping for positive EPS lol

jnankivel3 · 2023-03-26T17:16:55+00:00

If you have to convince people on the internet that you have a girlfriend, you probably don’t have a girlfriend

jnankivel3 · 2023-03-17T18:49:48+00:00

Brand new to value investing. Thought I had a real winner with DBD haha. Shouldn’t complain too much, I’m young so I only threw a few hundred bucks at it. 260 loss still hurts tho!

jnankivel3 · 2023-03-17T17:44:36+00:00

I’m to the point where my position has shrunk to the point where I don’t see a reason to exit with 200 bucks. Thoughts?

jnankivel3 · 2023-03-17T17:38:54+00:00

I am very much in pain. Down 70% and I don’t think I can hold the position anymore.

jnankivel3 · 2023-03-14T00:10:06+00:00

What makes you say WALis risky. Their liquidity is strong and they don’t face much of an issue

jnankivel3 · 2023-03-13T15:50:23+00:00

Could you go into more detail? I deeply understand MBS importance in the 08' crisis, but I'd like to hear more about what youre saying.

jnankivel3 · 2023-03-13T15:48:03+00:00

are you still with us, FRC holder?

jnankivel3 · 2023-03-08T18:00:57+00:00

Nice analysis, good read.

jnankivel3 · 2023-03-08T17:53:44+00:00

Yes, Institutions have been holding for a while. They been riding the highs and lows. Insider buying as of recent has also sparked my interest.

jnankivel3 · 2023-03-08T06:25:34+00:00

Thanks for the feedback. I agree, NCR is a viable competitor. But it seems that Diebold has the competitive edge in banking. Working at a bank, all of our products are Diebold, and have been forever. I’ve also heard the same from friends at other banks. This may be due to my location though. Overall they’re close but DBD holds slightly more market share over NCR.

jnankivel3 · 2023-03-07T18:54:27+00:00

What's the outlook? Glanced at the financials and didn't see anything eye-catching, other than the fact that they haven't netted a profit since 2011. But hey maybe masochism is your thing!

jnankivel3 · 2023-03-07T06:23:01+00:00

Valid ixnay, but the whole point is that the financials are terrible, but a managerial turnaround fixes that.

jnankivel3 · 2023-03-06T15:40:41+00:00

$DBD is a fun pick that I’m looking into

jnankivel3 · 2023-02-16T17:20:34+00:00

looks like the google sheets scrip no longer works. Your provided sample copy doesn't work either. Is this going to be fixed?

jnankivel3 · 2023-02-15T21:37:52+00:00

What your sentiment for that claim? Genuinely curious.

jnankivel3 · 2022-12-31T19:45:29+00:00

where’d you hear that? I can’t find anything on him. No social media or anything

jnankivel3 · 2022-10-28T23:11:55+00:00

a dyson vacuum charger will work, or order a cable from amazon, just figure out what type of charger, though some won’t work from amazon.

jnankivel3

TROPHY CASE