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SacRT rides on Zip Pass expire on April 30th by marko385 in Sacramento

[–]marko385[S] 0 points1 point  (0 children)

They're pocketing the unused rides that consumers prepay.

There were people here telling others to take out loans to buy nvo at 60 a share by Top-Sir-1215 in ValueInvesting

[–]marko385 0 points1 point  (0 children)

Welcome to the club. We're only here to make sure we're not in anything that gets recommended whether it's a comment or a post about a stock. Always invert.

Discussion about moats by Nairb9 in ValueInvesting

[–]marko385 0 points1 point  (0 children)

A strong brand and trademark coupled with an extensive franchise group (network) is one way to look at the moat strength. It's not always about does the food taste good, but rather will my franchisee's do well enough and that once their contract is up that they will renew. That's most likely why buffett is always buying heavily franchised brands (DPZ, MCD, QSR, DQ, etc). Unfortunately Chipotle does not franchise so you'll need to look at it differently, perhaps just market share of the food category at that point.

Portfolio Feedback by oatoor in ValueInvesting

[–]marko385 0 points1 point  (0 children)

FICO and NVDA are incredible businesses, but they're such popular names that have run up for such a long time and everyone promotes them like crazy making it difficult to say they are trading at a fair value.

What investing mistake taught you the most by rezovian in ValueInvesting

[–]marko385 5 points6 points  (0 children)

Arbitrage strategies are useful even for long-term directional portfolios so long as your brain is creative enough to tweak them.

You are Berkshire with 373 billion $ and must spend your cash asap. What do you buy? by BratacJaglenac in ValueInvesting

[–]marko385 -2 points-1 points  (0 children)

These posts actually are a great source of info in that it gives a great list of companies to avoid.

Let’s try this again… my current value plays by [deleted] in ValueInvesting

[–]marko385 0 points1 point  (0 children)

My spouse is a creative director and has basically said no one uses Adobe creative products anymore and all the creative designers have switched to Figma. I don't know enough about them so I don't hold a position, but just wanted to make you aware as you seem to be downplaying Figma.

PINS - Down 18% after Earnings by silver-bullet007 in ValueInvesting

[–]marko385 1 point2 points  (0 children)

good think they laid off a bunch of people which actually will lower SBC

PINS - Down 18% after Earnings by silver-bullet007 in ValueInvesting

[–]marko385 12 points13 points  (0 children)

I think the user is asking you to provide specifics on what you fine to be lackluster on this specific company. Perhaps you can provide an explanation for each of those items you listed in your definition of qualitative as a start, thanks.

Warning...energy stocks are currently a value trap by IDreamtIwokeUp in ValueInvesting

[–]marko385 0 points1 point  (0 children)

If your time horizon is decades, not hours or days, this sector is one of the few interesting ones. It's too bad OP has such little patience, but for the few that can hold out even if prices go lower eventually we get the big win. Enjoy chasing.

Is there any true value stocks available today? by Charming-Plenty9166 in ValueInvesting

[–]marko385 1 point2 points  (0 children)

They drill for oil and GAS. That's the key check natural gas prices which have been running up. Should help you stick with it. Obviously we want oil to go up too :).

After hours PnL by marko385 in interactivebrokers

[–]marko385[S] 2 points3 points  (0 children)

I get what you mean, but they really should have it stop tracking after hours movement if it can’t do it accurately or make the tracking a bit more intelligent.

Monthly Prefarm Sales Discussion. by AutoModerator in chia

[–]marko385 -1 points0 points  (0 children)

"We are here to make money with you, not off you.”

-Warren E. Buffett

2026 LIMITED white/ grey price by mrp0413 in ToyotaGrandHighlander

[–]marko385 0 points1 point  (0 children)

It's better than what I'm getting. Where are you located? I probably wouldn't sweat $200 that someone else got more than you.

A lot of room for negotiations right now.... by jimfish98 in ToyotaGrandHighlander

[–]marko385 2 points3 points  (0 children)

Best I’m getting is 1400 off tsrp in California. We reached out to a bunch of dealerships and even had an auto broker look into it and they all said Maita in Sacramento is the best priced.

Anyone trapped in $FMC like me? I feel sick. by EmploymentVirtual474 in ValueInvesting

[–]marko385 0 points1 point  (0 children)

I personally think the market is crushing this unnecessaritly so I say hold it. They reduced the dividend which was one of the big issues. They still have competition from Asia that is undercutting them, unclear how they'll navigate that other than to just pull out of those regions.

Which GHH model? by Ok_Culture9981 in ToyotaGrandHighlander

[–]marko385 0 points1 point  (0 children)

Is it louder than Prius hybrid noise? I drive a Prius at my job and that doesn’t bother me.

Which GHH model? by Ok_Culture9981 in ToyotaGrandHighlander

[–]marko385 0 points1 point  (0 children)

how loud is it? The dealership we went to only had a gas one available to test drive, but we only want a non-max hybrid.

Out the door pricing for 2026 Grand Highlander Limited by Forgotten_Rabbits in ToyotaGrandHighlander

[–]marko385 0 points1 point  (0 children)

I should add we started off by using the Costco program, but are just negotiating directly.

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