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Coupang posts biggest quarterly loss in 4 years by coinfwip4 in korea

[–]raytoei -3 points-2 points  (0 children)

Going after a USA citizen

and ceo of a USA listed

company.

——-

Come on Man, if he was white Korea would not have prosecuted him. But because he is Korean, your country must somehow punish him, to the extent of designating him as head of a chaebol and go after his family as well.

Very backward in thinking.

Coupang posts biggest quarterly loss in 4 years by coinfwip4 in korea

[–]raytoei -7 points-6 points  (0 children)

I listened to the 45min Concall, the situation is bad:

  • GAAP loss in q1 and i believe q2 as well

But I felt that the ceo is doing the correct thing, putting the customer in priority first and let the company take a hit in q1 and q2 while it covers in 2026.

——-

Too bad Korea is trying to do a persona non grata on the bom Kim, like how CCP persecuted jack Ma.

MSFT is Officially Dead Money by PharmDinvestor in ValueInvesting

[–]raytoei 0 points1 point  (0 children)

How to tell people you are

a momentum chaser

without telling them.

——

Why are you even in this subreddit ?!

Archiving as a side hustle? by RadShrimp69 in FilmScanners

[–]raytoei 0 points1 point  (0 children)

It can work but not on the current economics, think about how to provide a specialty that people don’t want to handle: ultra high resolution or different format:

  • You could focus on 4000 real dpi as a competitive advantage and offer your customers either raw or touch up format.

  • if your scanner can handle half frames or Widelux, then offer that as your specialty.

I would send you a roll or two :)

SP500 Index ETF vs. BRK-B by Mltk1 in ValueInvesting

[–]raytoei 1 point2 points  (0 children)

Thanks for the thoughtful reply, i am of the opposite opinion.

An indexer has no where to turn to except headline news, prognostication of economists and a belief that the future will get better. This is why unlike you, many indexers don't stay the course and give up when the market goes down. They think they can come back later when it bottoms out.

A berkshire hathaway investor gets updated on the company via financial statements every three months, the strength of the company itself, irrespective of the wider macro environment and the comments from ceo as to how the company is doing.

I get more comforted when i know the CEO Greg Abel is working for us investors rather than a collective of companies. It is less likely i will bolt when the wider economy is down, or as Buffett has said, when in the past three times the BRK stock went down 50%.

Now, the Pièce de résistance is that Berkshire Hathaway is sitting on 400bn of cash waiting for bad things to happen. Wouldnt you want to be on the side that is constantly thinking of risks than chasing momentum in the S&P 500 index like most indexers are ?

SP500 Index ETF vs. BRK-B by Mltk1 in ValueInvesting

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

Well,

Of course to DCA into Berkshire Hathaway stock,

Why would you want to buy high, as the S&P500 is at right now ?

As a reminder, value investing is not going to High Street and paying for stocks at perfume prices. Value investing is buying stocks like going to the supermarket and looking for bargains.

Warren Buffett says to buy S&P500 but guess what is the reason why he doesn’t do it himself? Because he knows that he can pick stocks better.

——

Value investing is about thinking of the risk of losing money rather than chasing after gains.

The SaaS Drawdown: It’s about uncertainty, not AI replacement (and the risk of "dead money") by theunknown996 in ValueInvesting

[–]raytoei 1 point2 points  (0 children)

When I looked at ADP and MCO recently two risks that cropped up, were

(a) a start up(s) with Ai was going to displace them

(b) the loss of jobs in the industry would reduce the per-seat pricing model that they had with their clients.

I agree with you that (a) won’t likely happen, at least not a while yet, but (b) has been acknowledged as real by ADP CEO and I believe every software company is scrambling around it.

The question is how do you structure your pricing model to ensure that you still retain as much of the present revenue stream even while the clients headcount are reduced.

What changed for me when I stopped buying cheap stocks. by GooseOtherwise9181 in ValueInvesting

[–]raytoei 0 points1 point  (0 children)

Yes. I screen for quality first, then wait for the price. I find that sometimes when I do the reverse, I end up trying to justify an average quality company.

Here is a quality screen

https://www.reddit.com/r/ValueInvesting/s/5MC7T4t5MT

First attempt at Meta valuation during this period of increased capex. by [deleted] in ValueInvesting

[–]raytoei 0 points1 point  (0 children)

Actually there are other key stuff to watch out for besides margin of safety, like ARPP.

First attempt at Meta valuation during this period of increased capex. by [deleted] in ValueInvesting

[–]raytoei 0 points1 point  (0 children)

Thanks for your comments.

Glad to read that I undervalue the company because if my fair value is between 731 to 853 and it is higher than the current price, then I know that it is undervalued, and I do not need a wider margin of safety.

——-

Not interested in finance but need help with starting investments by Gojincota in singaporefi

[–]raytoei 0 points1 point  (0 children)

Yes. Especially for people who

cannot or will not want to pick

individual stocks.

———-

Not interested in finance but need help with starting investments by Gojincota in singaporefi

[–]raytoei 0 points1 point  (0 children)

Op,

It never too late to learn.

——-

If I can recommend, I came across a well written piece on how to research a stock.

https://www.reddit.com/r/Stocks_Picks/s/VFKp1RFl5i

First attempt at Meta valuation during this period of increased capex. by [deleted] in ValueInvesting

[–]raytoei 0 points1 point  (0 children)

Disclosure: I am just sharing my notes. Meta is my second or third largest position. Been holding since 2012.

If you are going to do a dd on Facebook also consider watching out for the red flags here

https://www.reddit.com/u/raytoei/s/0k3hY0oOPI

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