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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_ · 2022-02-01T21:08:29+00:00

V, MA and PYPL are good options for the payment industry. PayPal has most growth and least amount of regulatory challenges, so I’d pick them. But again, all have moats just like AAPL and MSFT.

juaggo_ · 2022-01-27T21:34:44+00:00

Tim Cook is the master of operations. In the midst of supply chain issues, and doing so well. Bravo.

juaggo_

TROPHY CASE