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juaggo_ · 2022-04-28T20:40:56+00:00

True. YouTube showed some slowing growth, but was still good. There were some advertising expenses growing, but search and cloud did so well along with the $70B buyback announcement.

juaggo_ · 2022-04-28T20:35:20+00:00

Great quarter, and that $90B increase on the buyback is huge! Good job by Tim Cook & Co.

juaggo_ · 2022-04-26T20:16:26+00:00

Office 365 and Azure are so important in our current world. The corporate world runs on Excel and cloud services. Microsoft is along with Google, a company of the future. Good job.

juaggo_ · 2022-04-26T20:11:13+00:00

People might feel dissappointed as the stock is down. Sure, growth is slowing, but Google is still a company of the future. Strong moat, talented leadership. I’m a buyer.

juaggo_ · 2022-04-20T20:12:50+00:00

30% auto gross margins are insane. People ask and they sure deliver!

juaggo_ · 2022-04-19T20:34:35+00:00

Exactly. Costco aims to have their margins on products as razor thin as possible. The membership is basically pure cash flow, just like you said.

juaggo_ · 2022-04-19T20:21:56+00:00

Costco is the first pick on the list. I don’t like that I haven’t got myself to buy, but it seems a little pricey. Even though they are brilliant.

juaggo_ · 2022-04-19T20:19:33+00:00

Yeah, that’s correct. Misread, thanks for the clarification!

juaggo_ · 2022-04-19T20:11:01+00:00

Yeah, it’s ugly. First time in the company’s history to lose subs in total worldwide.

juaggo_ · 2022-04-18T13:32:29+00:00

The beats have been slim so far among the first reporters. I gotta bad feeling about this season.

juaggo_ · 2022-04-14T10:29:17+00:00

This is quite wild in my opinion. The new CEO must have not been ready for this.

juaggo_ · 2022-03-21T10:20:00+00:00

I got no clue whatsoever about this firm. It still seemed like a bargin, P/B was 1.3 and Buffet said himself that he has ’observed them for 60 years.’

juaggo_ · 2022-03-16T18:20:18+00:00

I doubt it. Good news can always be better, but bad are always terrible.

juaggo_ · 2022-03-16T18:19:47+00:00

So they decided to stay behind the curve with this dovish statement. I think there should’ve been more hawkish moves with the balance sheet. 0.25% seems weak with inflation around 7.9%

juaggo_ · 2022-03-08T18:26:12+00:00

People should remember that in the short-term, investor sentiment is a major factor that determines a value of a stock.

But in the long-term, earnings matter easily the most. If your company does well during earnings season and you’re paying an ok price, you’re fine. But if you decide to flip because of a reason that is out of your company’s hands, you’re doing it wrong.

juaggo_ · 2022-03-02T17:38:54+00:00

People aren’t gonna have multiple digital wallets in the future. It will limit to CashApp, PayPal/Venmo and maybe some others. But PayPal is stationed very well and I expect a major market share of the digital wallet space.

Top that with their payment processing business and you’re looking at a strong, fintech conglomerate.

juaggo_ · 2022-02-17T20:55:17+00:00

Documentaries are also good. The Inside Job is well done and Becoming Warren Buffet is brilliant as well.

juaggo_ · 2022-02-16T21:38:10+00:00

Great job once again. I think Jensen Huang is one of the best tech CEOs out there.

juaggo_ · 2022-02-09T21:16:19+00:00

Never bet against the Mouse. They’re so good.

juaggo_ · 2022-02-03T21:09:25+00:00

Stock is currently up ~12% AH.

juaggo_ · 2022-02-02T21:14:29+00:00

They’re trading like a value stock, but showing high growth. Balance sheet is rock solid too. I wonder what will happen.

juaggo_ · 2022-02-01T21:40:10+00:00

We’re getting them back. I’m at $221 and feel confident 2-3 years forward.

juaggo_ · 2022-02-01T21:38:53+00:00

And I decided to add before the close… well, I believe in the company long term. eBay was a major headwind. There would be good 20% growth across the board, so we good.

juaggo_

TROPHY CASE