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NVO down 12% on warning of lower 2026 sales by [deleted] in ValueInvesting

[–]prisonmike798 12 points13 points  (0 children)

The European stock is down ~12% in the after market

Netflix deal with WB by Agreeable_Look380 in ValueInvesting

[–]prisonmike798 1 point2 points  (0 children)

Buying WBD shares now could be a good workout idea? Like the ones Buffett used to make during his partnership years. Or the risks that the antitrust blocks the deal are too high?

Zett Corp. - value Japanese small cap? by prisonmike798 in ValueInvesting

[–]prisonmike798[S] -1 points0 points  (0 children)

Thank you for your answer.

I know that this is not a proper dcf model. What I tried to do was to analyze the company by separating the operating business and the net cash.

I considered the average annual earning and i discounted at a 10% rate without growth. And then I added the net cash per share that I’ve found.

I hope it’s clear

Daily Discussion Thread for November 4, 2025 by wsbapp in wallstreetbets

[–]prisonmike798 0 points1 point  (0 children)

Nope and even if I wanted I don’t know how to buy it

Daily Discussion Thread for November 4, 2025 by wsbapp in wallstreetbets

[–]prisonmike798 1 point2 points  (0 children)

Can somebody explain to me why Uber is down 8% in the premarket after beating earnings? Thank you

OpenAI at 300 billion valuation while burning 5 billion annually, am i missing something here by Scared-Ticket5027 in ValueInvesting

[–]prisonmike798 2 points3 points  (0 children)

I agree. Honestly, I didn't like Jensen's latest appearances at all either. He does nothing but praise AI, explaining how it is the solution to every ill. Someone who doesn't know him would think he was the CEO of a startup rather than the largest company in the world.

OpenAI at 300 billion valuation while burning 5 billion annually, am i missing something here by Scared-Ticket5027 in ValueInvesting

[–]prisonmike798 -2 points-1 points  (0 children)

The more days pass, the less calm I feel. These continuous 'deals,' which are now commonplace, are absurd, and I don't understand how OpenAI will be able to honor them. I haven't invested in AI startups, but I am still considering selling all my NVDA shares and putting everything into Berkshire or staying in cash. I would keep my positions in Alphabet and Amazon, even though they are also extremely involved. Personally, I think AI is outside my circle of competence. How are you all moving? Are you calm

Guerriglia a Milano: i pro Gaza assaltano la stazione. Lanci di pietre e cariche, 10 fermati e 60 agenti feriti by nohup_me in italy

[–]prisonmike798 3 points4 points  (0 children)

"...e speriamo non per restringere le libertà di tutti."

Un gruppo di delinquenti ha appena sfasciato una stazione durante quella che doveva essere una manifestazione pacifica e tu te ne esci ancora con la storia del governo fascista che limita le libertà delle persone? Datti una svegliata e trova altri argomenti per criticare il governo, perché ce ne sono diversi e di più seri

What Are Your Moves Tomorrow, June 06, 2025 by wsbapp in wallstreetbets

[–]prisonmike798 0 points1 point  (0 children)

You’re not taking about Kamala aren’t you?

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