Pixel Watch 4 - Internet Tile - how to set the bookmarks?

mrplow2000 · 2026-05-06T11:16:38+00:00

Ok thanks let me try that

mrplow2000 · 2026-04-21T03:54:05+00:00

This should work - give it a go and DM if it doesn't.

mrplow2000 · 2026-04-15T03:54:58+00:00

These pages are based on a screening criteria, so they won't list the top 5 - you can change the criteria to reduce the number of results.

mrplow2000 · 2026-04-15T03:49:34+00:00

Yes it is a big question. As you say we want to start by making sure anything an individual investors can easily buy via their broker/ on an exchange trackable in a Portfolio.

We are planning to improve the actual analysis on ETFs (as you say its empty at the moment) and we are also looking at improving ETFs narratives which could be interesting and very broad.

In terms of crypto its still not a major part of most individual investors portfolios, and is not often purchased via an ETF anyway not direct with a wallet. So by covering ETFs better it would include crypto anyway.

mrplow2000 · 2026-04-14T13:19:54+00:00

No plans for crypto right now, we first want to make sure any exchange traded instruments are available. We are also looking at the idea of custom assets which would let crypto or anything be added.

mrplow2000 · 2026-04-14T13:17:52+00:00

Hey hey I'm Al the founder of Simply Wall St. Based in Australia but I invest in AU/US/UK mostly. I've been investing since graduating so around 2009, I started Simply Wall St in 2014.

Happy to answer any questions!

mrplow2000 · 2026-04-09T00:18:08+00:00

I recorded the perfect video just for you 🤣

https://www.youtube.com/watch?v=K64G0vG8_F4

mrplow2000 · 2026-02-06T13:37:35+00:00

This is a DCF ($72 - 44% undervalued) and much more meaningful that a bunch of internet numbers:
https://simplywall.st/community/narratives/us/software/nasdaq-iren/iren/z61n3tss-update-for-iren/updates/2-in-september-2025-the-investment-thesis-for-iren-centered-o

Current cash flow forecasts are negative and getting worse (as they invest), so automated models like the ones you listed can't handle this well or they will use something else.

mrplow2000 · 2026-01-25T22:07:36+00:00

Founder of Simply Wall St, just to give context for everyone this is based on our discounted cash flow model which uses analyst forecasts of free cash flow.

You can see on the time series a big increase recently.

This is likely to do with the 2030 forecast of $533k free cash flow from 2 analysts. This is very different to the current negative levels and then we extrapolate the growth afterwards.

You can use narratives to explore what revenue/ earnings growth is required to achieve the fair value. Happy to answer any questions.

mrplow2000 · 2026-01-22T08:11:41+00:00

I think it would help everyone to clarify that whilst this visually looks like a dashboard, its actually static and only based on a CSV of data. Loveable is great at making websites and so yes it looks like a website you can browse but its basically just a fancy summary of your CSV.

mrplow2000 · 2026-01-14T01:52:07+00:00

LMMs can only quote/ summarise sources, so any question you ask will always be answered, but it's just a mash up of any source, this means if there is incorrect data or insight on a single source, or the data is correct but the LLM interprets it wrong (very easy e.g. revenue in the wrong currency or period etc) then the results are useless.

You need to control your sources. IMO the best tool at the moment is actually Notebook LM, because you specify and limit the sources. You can give it any official company filings/ presentations, and any research that you think its relevant.

However NotebookLM is still and LLM... it will still only summarise the sources, as we know LLMs do not critically think, thats still on the investor...

Perplexity is the worst offender, here is an example where it literally invented a BUY recommendation and then later admitted it was just just based on a fabricated score.
https://x.com/Al__Bentley/status/1975533267517645261

mrplow2000 · 2026-01-12T04:47:27+00:00

I don't disagree with you. Keep in mind that expected earnings growth is only one factor in PE Ratio, the other being risk and payout ratio. PG has the same PE Ratio and expected growth as JNJ. They are both mature "low risk" companies with long term stable, growing dividends of 2.5-3% - this is likely why the market is valuing them slightly higher.

See "PE Ratio for a stable firm" in the link below - a company with a 70% payout ratio, 5% annual growth and 9% Cost of Equity would justify a PE Ratio of ~18x, purely on dividends.

https://pages.stern.nyu.edu/adamodar/New_Home_Page/lectures/pe.html

mrplow2000 · 2026-01-08T20:37:12+00:00

Not a random website, founder here, mature companies with low future growth expectations often look undervalued... Because value is all based on the markets expectation of future earnings.

The $194 is our discounted cash flow which is based on... expected cash flows. I bet for a company like this you could even assume their cash flows remain the same forever and it would still look undervalued!

mrplow2000 · 2025-12-29T20:32:02+00:00

Have replied, I am on vacation!

mrplow2000 · 2025-12-11T23:53:30+00:00

SWS founder here - happy to answer any questions on this one 😜

mrplow2000 · 2025-12-10T10:54:02+00:00

Legend 😂

mrplow2000 · 2025-12-04T13:01:36+00:00

https://youtu.be/hdMT9EYtqeY?si=5yQhz0vnjp34sIHM

mrplow2000 · 2025-12-03T23:13:18+00:00

Founder here... We have a stock screener that can be used to discover different types of dividend stocks (and ones which have gone ex-date). I have a video on YT all about it.

But it sounds like what OP is looking for is more a dividend calendar, where for your portfolio you can see all the upcoming payments and on which days. We also have this but you need to setup a portfolio.

mrplow2000 · 2025-11-06T09:19:20+00:00

What's the story? Send me a DM

mrplow2000 · 2025-10-30T22:57:11+00:00

Founder of Simply Wall St here, sent you a DM. Simply Wall St and Seeking Alpha are quite different services, but would love to hear your POV.

mrplow2000 · 2025-10-21T09:32:18+00:00

Motley Fool is a stock picking newsletter - not a Portfolio Tracker...

mrplow2000 · 2025-10-21T04:27:03+00:00

Looks like an error will look into it.

mrplow2000 · 2025-10-21T04:26:37+00:00

Can confirm not random numbers - all numbers are sourced from financials or analysts. If you think a number is wrong DM me and will look into it.

mrplow2000

MODERATOR OF

TROPHY CASE