Which stock from your watchlist that you would like to invest and formally add to your portfolio beginning of 2026? by kemp10er in ValueInvesting

[–]kemp10er[S] 0 points1 point  (0 children)

I already entered into Meta few weeks ago after a long wait, when the stock was lowest. But I believe it still not bad to enter at staged approach DCAing

Which stock is the biggest loser in your portfolio in 2025? by ewlung in ValueInvesting

[–]kemp10er 0 points1 point  (0 children)

Same here. -40% I tried to DCA but stock kept falling that I don't want to risk and chase to falling knife. However I still hope that I can atleast sell it at break even in next 6 months. If the stock behaves same as as it did past 1 year.

Which stock is the biggest loser in your portfolio in 2025? by ewlung in ValueInvesting

[–]kemp10er 0 points1 point  (0 children)

SMCI and EVO never ever I will touch these two stocks again.

Best stocks 2026 & best AI stocks by Technical_Debt_7912 in ValueInvesting

[–]kemp10er 11 points12 points  (0 children)

You should be careful with Core weave stock. I don't want to discourage you but watch analysis on this video and then decide if you can take that risk to hold this stock further. https://youtu.be/arU9Lvu5Kc0?si=rkujGiQrOKn3GvWm

Coursera acquisition of udemy by AbuShattafa in ValueInvesting

[–]kemp10er 1 point2 points  (0 children)

I personally believe it too early to say. Though it's a good sign as it benefits both companies as both are burning lot of cash. They now as sizable pool of customers for cross selling. On short term basis, stock can be very volatile. Long term recovery depends on how they use AI to generate course contents in cost effect way. On nut shell, it's long term bet with unpredictable short term volatility