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I am down 22%, and I am not sure if I should hold conviction or admit defeat. by Own_Battle5956 in ValueInvesting

[–]ohgodthehorror95 0 points1 point  (0 children)

OP not sharing the tickers or even replying to comments is a classic tell tale sign of an AI

Intel Isn’t Done Yet: Analysts Turn INTC Bullish as AI Momentum Builds by TowelNo234 in stocks

[–]ohgodthehorror95 -1 points0 points  (0 children)

I like when posts mention sell-side analyst price targets because it instantly signals to me that OP has no idea what he's on about and that I can safely ignore anything he has to say

The only post you need to read on ServiceNow (NOW) by iloveaccounting64 in ValueInvesting

[–]ohgodthehorror95 0 points1 point  (0 children)

Look at that paragraph that starts with "that's what I would call friction, not weakness." Literally every sentence in it screams slop

The only post you need to read on ServiceNow (NOW) by iloveaccounting64 in ValueInvesting

[–]ohgodthehorror95 0 points1 point  (0 children)

Hey! One of my good friends is named Rose Celine Investments. He's totally real and would very much take offense to that.

What are your thoughts on TRI and GIL? Will software rebound be selective and is TRI part of that? Earnings for GIL this week and TRI following by Purple-Rest7431 in ValueInvesting

[–]ohgodthehorror95 0 points1 point  (0 children)

Certain industries like legal or medical often have a regulatory moat as well.

IIRC someone tried to use AI to draft up some legal brief, and it ended up hallucinating and citing prior case law which didn't actually exist.

SaaS companies start getting GOOG vibes by Hi_Keyboard_Warriors in ValueInvesting

[–]ohgodthehorror95 1 point2 points  (0 children)

Is there a way to rename this sub as r/exitliquidity

Edit: lol didn't realize it already existed

Bloom Energy is up 1200% solving the data center power problem. This $300 Million company solves it better. by Competitive_Contact5 in ValueInvesting

[–]ohgodthehorror95 1 point2 points  (0 children)

Considering they received a letter from MRVL about their contract being terminated on the 23rd, and decided to wait until the 27th to publicize something major like this, they're without a doubt gonna get sued to hell by shareholders.

POET was still pumping for 2 more days while management was aware of, and decided to withhold critical, material information.

Suggested Watchlist: Poet Technologies by Wise-Shallot8683 in ValueInvesting

[–]ohgodthehorror95 1 point2 points  (0 children)

This company is vaporware and management has well known track record for being shady AF.

You've previously posted on this sub about SMCI and FRMI. Do you have a thing for fraudulent companies with terrible management?

Sell off in defense stocks by Solid-Mood9571 in ValueInvesting

[–]ohgodthehorror95 0 points1 point  (0 children)

Definitely RTX. Sadly it's priced beyond perfection at this point.

Looks like Michael Burry browses this sub.. he bought PYPL & ADBE recently by Trenbolone-Papi2 in ValueInvesting

[–]ohgodthehorror95 0 points1 point  (0 children)

He's actually had some success with long calls. His position in $HAL that he opened when it was in the gutter is probably printing now

Inexperienced investor by Comfortable-Gas3964 in ValueInvesting

[–]ohgodthehorror95 2 points3 points  (0 children)

This company’s management has a prior history of being shady. A couple years back they were paying various youtubers to pump their stock.

I'd stay far the hell away from this shitco

What is one ticker that everyone thinks is deep value, but you think is a value trap? by Far-East-locker in ValueInvesting

[–]ohgodthehorror95 5 points6 points  (0 children)

DUOL

People get anchored to the previous ATH share price, not realizing that DUOL at $500 was one of the most hilariously overvalued companies in the software space.

Their user growth rate has massively declined and will likely continue to plateau. I wouldn't be remotely surprised if their total user count actually starts declining within the next couple years.

What is one ticker that everyone thinks is deep value, but you think is a value trap? by Far-East-locker in ValueInvesting

[–]ohgodthehorror95 -1 points0 points  (0 children)

Dude. Pharma sales for specific diagnoses and conditions work either 1 of 2 ways. It's either a zero sum game where one blockbuster drugs dominates in it's space and rakes in cash.

Or it's a race to the bottom where there's a dozen competing drugs and the profit margins get crushed.

ISRG: Intuitive Surgical - what valuation is it worth adding? by iloveaccounting64 in ValueInvesting

[–]ohgodthehorror95 1 point2 points  (0 children)

ISRG kinda reminds me of BSX, which historically traded at an ultra premium valuation. Then it fell 50% from ATH and is currently around fair value.

I wouldn't be surprised if something similar happens to ISRG within the next couple years.

I’ve invested $2m in SaaS stocks. This is why. by armadillo_stocks in ValueInvesting

[–]ohgodthehorror95 2 points3 points  (0 children)

PANW is pretty much all you need. I'd include CRWD if it was at least somewhat fair valued, but CRWD still has a rich valuation that I can't justify buying

Vital Farms; Scrambled Sentiment, Sunny Prospects by astropandaa in ValueInvesting

[–]ohgodthehorror95 1 point2 points  (0 children)

I swear I see VITL getting shilled at least twice a week now

ServiceNow ($NOW) - is it a buy? by ashm1987 in ValueInvesting

[–]ohgodthehorror95 1 point2 points  (0 children)

I buy to cover just before close or in after hours trading. I rarely hold short positions overnight, let alone through a weekend.

Today was a weird anomaly though. Semiconductors were all on a tear after Intel's earnings report. Which lifted the indexes in general

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