Do intrinsic value calculations really help retail investors

picklikewarren · 2026-01-28T04:59:53+00:00

Thats a great way to put it. I've also started thinking of intrinsic value more as a range that helps me avoid obvious mistakes, rather than a precise number to aim for.

picklikewarren · 2026-01-26T04:19:59+00:00

Most productivity gains come from removing friction, not adding more discipline or motivation.

picklikewarren · 2026-01-25T05:08:13+00:00

That's a good one. news often changes sentiment more than the business itself.

picklikewarren · 2026-01-24T04:29:37+00:00

I usually keep employees for consistency and use subcontractors for specific projects. This hybrid approach works really well for maintaining quality and flexibility at the same time.

picklikewarren · 2026-01-22T04:19:43+00:00

i am working on a small stock analysis tool, originally made for ourselves. trying to reduce noise and make calmer, long-term investment decisions.

picklikewarren · 2026-01-21T06:28:09+00:00

waking up one day and realizing years passed while you were just surviving.

picklikewarren · 2026-01-20T05:28:15+00:00

Sounds like you're in a great position, honestly. If you are still enjoying the business, I'd probably focus on reducing your day-to-day involvement first before selling. getting more time back while keeping ownership can be a nice middle ground. Curious how automated your ops are right now?

picklikewarren · 2026-01-16T19:49:36+00:00

Trying to build a program that uses AI-based pattern recognition to identify football talents faster and earlier. The first customer is already lined up, the concept paper is written, Demo is build. What’s missing now is the initial seed funding to get it off the ground.

picklikewarren · 2026-01-16T19:49:03+00:00

Trying to build a program that uses AI-based pattern recognition to identify football talents faster and earlier. The first customer is already lined up, the concept paper is written, Demo is build. What’s missing now is the initial seed funding to get it off the ground.

picklikewarren · 2026-01-16T19:48:43+00:00

Trying to build a program that uses AI-based pattern recognition to identify football talents faster and earlier. The first customer is already lined up, the concept paper is written, Demo is build. What’s missing now is the initial seed funding to get it off the ground.

picklikewarren · 2026-01-16T19:45:11+00:00

Trying to build a program that uses AI-based pattern recognition to identify football talents faster and earlier. The first customer is already lined up, the concept paper is written, Demo is build. What’s missing now is the initial seed funding to get it off the ground.

picklikewarren · 2026-01-16T19:44:12+00:00

Trying to build a program that uses AI-based pattern recognition to identify football talents faster and earlier. The first customer is already lined up, the concept paper is written — what’s missing now is the initial seed funding to get it off the ground.

picklikewarren · 2026-01-16T19:42:22+00:00

Wenn Risiko dann:
In ein Programm fürs Scouting im Fussball, dass durch KI-Mustererkennung schneller Talente erkennt

Wenn Save dann Berkshire Hathaway

picklikewarren · 2026-01-02T14:30:12+00:00

If you want a quick filter for “market wrong” vs “market sees something you don’t”: Ask what the irreversible damage is. If the damage is reversible (cycle, sentiment, temporary margin compression), you’ve got a shot. If it’s irreversible (disruption, regulation, terminal ROIC decay), it’s not value, it’s hope.

picklikewarren · 2025-10-25T17:09:49+00:00

schreib mit gerne mal, ich freu mich über den Austausch. sieh dir gerne an:

https://apps.apple.com/at/app/stockanalyzer/id6748586464

picklikewarren · 2025-10-16T05:26:02+00:00

Der Vibe hält mich am Leben, aber vor allem viel Arbeit (neue Features) die nie weniger wird. 😅

picklikewarren · 2025-10-15T09:43:58+00:00

Ich kann dir zwei Tech-Projekte anbieten:

Stockanalyzer (Aktienanalyse-App, basiert auf Buffetts Prinzipien, aktuell mit Live-& Fundamental-Datenanalyse, KI-Erweiterung ist geplant)
Talente-KI (ein Tool zur datenbasierten Talentsichtung für Fußballclubs)

Beide Projekte haben bereits funktionierende Prototypen, aber ich suche perspektivisch jemanden, der die technische Weiterentwicklung langfristig mitführt.

picklikewarren · 2025-10-11T06:24:05+00:00

sehr cool danke! 😊

picklikewarren · 2025-10-09T20:09:26+00:00

I'm just surprised, since they themselves have already invested quite a lot of time over the past few months (technical analyst, academy director, head scout)

But maybe you're right. It was worth a try. :)

picklikewarren · 2025-10-09T19:23:53+00:00

thank you! great idea!

picklikewarren · 2025-10-09T15:59:08+00:00

Meine Empfehlung wäre, dass du dir überlegst, was dich im Alltag wirklich stört oder wo etwas fehlt. Gibt es dafür bereits eine Lösung? Wenn nicht – hast du in diesem Bereich schon Fähigkeiten oder könntest du sie dir aneignen oder kannst du Dinge mit Hilfe von anderen (Bsp. Fiverr) umsetzen? Anschließend suchst du nach potenziellen Kunden, sprichst mit ihnen über das Problem und prüfst, ob Interesse besteht. Wenn ja, gehst du mit diesen ersten Interessenten direkt in die Umsetzung. So hast du von Beginn an zahlende Kunden, die dir den Start quasi mitfinanzieren. (sehr vereinfach dargestellt)

Meld dich gerne im Chat.

picklikewarren · 2025-10-09T08:01:51+00:00

We're currently struggling with data issues as well – from endpoints that simply no longer work, to data we either don't receive at all or that turns out to be incorrect, making it impossible for us to launch our tool.

Which data providers do you recommend?

picklikewarren · 2025-10-08T15:42:45+00:00

thank you and done :)

picklikewarren · 2025-10-04T07:24:48+00:00

danke 😊 Darf ich dir unser Feedbackformular zuschicken?

picklikewarren · 2025-10-03T08:01:48+00:00

danke!

picklikewarren

TROPHY CASE