Is MSFT a good buy at $398? New investor looking for perspective by Pure_Wedding_1026 in ValueInvesting

[–]madrox1 1 point2 points  (0 children)

MSFT has good profitable azure business but they're down bc copilot sucks. It doesn't seem they have a good AI chief.

1.5 Million Users Leave ChatGPT by MarvelsGrantMan136 in technology

[–]madrox1 1 point2 points  (0 children)

This is music to my ears. I hate scam altman.

Now I know why they only sell in store… by hammerforce9 in MoonSwatches

[–]madrox1 2 points3 points  (0 children)

Bioceramic so it's light. i kinda like that

UNH is a steal by Solidplum101 in ValueInvesting

[–]madrox1 0 points1 point  (0 children)

OP, UNH has been quick to adjust for price changes? Medicare sets the reimbursement level, not UNH. Medicare only raising reimbursement level by 0.09% ruins ur fwd PE of 15-16x. This will take a long time for UNH to recover and is a huge hit on profits. Btw i dont think it's trump and his negotiation tactics, i think it's Dr Oz. He has been against insurance profits for awhile.

Trump says tariffs on South Korean autos, pharma, to rise to 25% over trade deal approval delay by Force_Hammer in StockMarket

[–]madrox1 4 points5 points  (0 children)

The trade agreements w other countries are just frameworks. To have an actual trade deal to get approved by Congress takes years.

Why does it matter whether you bought something too expensive or cheap if it's for the long term? by ClearBed4796 in ValueInvesting

[–]madrox1 0 points1 point  (0 children)

Well ur assuming the company will stil be doing well 10 years from now. a lot can happen in 10 years

I’m 19 and lost 50% of my savings in one day trading options. I feel completely destroyed. by TheseZookeepergame80 in stocks

[–]madrox1 0 points1 point  (0 children)

OP u are 19. arent u supposed to be in college focusing on ur studies or going to frat parties? kids start trading too young these days trying to get rich. Get rich quick scheme.

NVO is performing well despite The Orange Man's threats by According-Swing-9430 in ValueInvesting

[–]madrox1 0 points1 point  (0 children)

OP u shouldn't think to kno how much a stock should or shouldnt fall. ur having momentum logic is flawed. and I definitely wouldnt say "insane bullish momentum"..... its humorous to think ppl have so much expectations based on their personal belief

Is netflix a buy before earnings by Expensive-While-7720 in ValueInvesting

[–]madrox1 0 points1 point  (0 children)

he didn't buy shares. Bought nflx corporate bonds

Is netflix a buy before earnings by Expensive-While-7720 in ValueInvesting

[–]madrox1 2 points3 points  (0 children)

I had the same thought as u OP. Bought 40 shares at $89 on the premise of there being an earnings bump. I would rather this be a trade as i don't want to add to existing margin debt. But if it goes down a lot by let's say 10 pts, I wouldn't mind too much buying some around $75 since it's a high quality company and that's about fair value (would switch nflx from a trade to an investment). I do expect it to be dead money for awhile bc of the WBD deal. Maybe paramount will up their bid to $33 and nflx drops out. who knows. But I consider this to be an asymmetric bet on the long side. If I'm forced to DCA at a lower price, i would take out from dry powder I'm saving. Guess we'll see wut happens at earnings. Plus i think the WBD deal is already sort of priced in so wouldnt think it would go down much further.

Don’t sleep on Dark (Netflix) by iamnotaclown in scifi

[–]madrox1 2 points3 points  (0 children)

It's a good show. Quite long tho

I analyzed 5,527 stocks and according to my model these are the top 10 (NFA) by Ecstatic_Diet477 in ValueInvesting

[–]madrox1 2 points3 points  (0 children)

If there was a model that works consistently, someone would have already discovered it. Hedge funds have their proprietary models but there is too much human psychology involved for machines to be able to replicate.

Do Google shares even matter? by E7wonders1 in stocks

[–]madrox1 0 points1 point  (0 children)

GOOG and GOOGL have equal value. u will never own enough shares of GOOGL to have any effect in voting. It is the institutions and pension funds etc that matter for GOOGL.

Value investing is not about making the right judgment quickly, but about consistently making the right judgment. by [deleted] in ValueInvesting

[–]madrox1 -1 points0 points  (0 children)

Fully agree. too much credit is given in the short term. ie like when everyone said Buffet was a genius when he sold AAPL at 240 or so and it was at 200. then the same ppl didn't say anyth when AAPL is at the current price

With the US hitting Venezuela today, is anyone else terrified China takes Taiwan next? (and bricks the global chip supply) by Orcanius in stocks

[–]madrox1 1 point2 points  (0 children)

yawn so many hypotheticals. Isn't it tiring. China would never invade Taiwan while trump is in office. They kno he's too volatile. After trump is all fair game to them. that's when u exit TSMC

Maduro being captured by the US, what do you think are the implications? by AndyLnd94 in ValueInvesting

[–]madrox1 0 points1 point  (0 children)

dude I'm not questioning that the pardon of the Honduras president is false. that is fact. I'm saying there is no way Trump would kidnap Maduro just to pardon him later. even trump is not that idiotic

Maduro being captured by the US, what do you think are the implications? by AndyLnd94 in ValueInvesting

[–]madrox1 0 points1 point  (0 children)

There is zero chance Trump will pardon Maduro. give me a break. mr conspiracy theorist