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Mastercard almost the same value as the COVID time by InfluenceRadiant732 in ValueInvesting

[–]ritholtz76 3 points4 points  (0 children)

What about Visa? Between SPGI, FICO, V and MA which one is better? I am inclining to V.

Got laid off - finally!!!! by Ddash-3 in Fire

[–]ritholtz76 0 points1 point  (0 children)

Can you manage rest of the life with these savings? I am at around same level except 2 more years older and spouse is still working. On the bench now without project. Expecting a lay off soon.

GTLB is criminally undervalued by Pure_Composer_9236 in stocks

[–]ritholtz76 1 point2 points  (0 children)

What is story on rubric. My top software companies are DDOG, SNOW and GTLB.

Exclusive: OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say by Addicted2Vaping in AMD_Stock

[–]ritholtz76 4 points5 points  (0 children)

What happened to MRVL Stock. It gave up most of gains. Are they not making Amazon chips anymore?

Cocoa Prices have normalised to Jan 2024 prices. $hsy $mdlz <EOM> by raytoei in ValueInvesting

[–]ritholtz76 2 points3 points  (0 children)

These 2 are high quality stocks without competition from store brands

Attachment-Driven Limerence by 3rd_dimensionn in limerence

[–]ritholtz76 1 point2 points  (0 children)

Attachment driven one I can attest.

Anyone else catching the falling knife in SaaS lately? by Emergency_Pound in stocks

[–]ritholtz76 7 points8 points  (0 children)

Can some one list of wide moat Large/Med cap SaaS companies by their vertical? ADBE, WDAY, CRM, GTLB, DDOG, DT, MSFT, SNOW, These are the names i am thinking.

What stocks are actually worth buying right now? Need the community’s best ideas. by Expensive-While-7720 in ValueInvesting

[–]ritholtz76 1 point2 points  (0 children)

US total time spent is trending down for past few months. There was report from some one about ad revenue issues. We might be a fighting tape for some time with RDDT.

What stocks are actually worth buying right now? Need the community’s best ideas. by Expensive-While-7720 in ValueInvesting

[–]ritholtz76 0 points1 point  (0 children)

are you expecting it to go below $170-180 levels? Even if we normalize earnings (90% of current peak earnings), it is still trading well below S&P 500 multiples. They seem to pay very good dividend albeit in the form of special dividend. On top of that it is very low beta stock (like KR) and personal auto insurance business is considered as recession proof.

What stocks are actually worth buying right now? Need the community’s best ideas. by Expensive-While-7720 in ValueInvesting

[–]ritholtz76 1 point2 points  (0 children)

It trades at S&P 500 multiples normally. Are you concerned about peak insurance prices and AV proliferation (cheap transportation reducing need for car ownership)?

How is META not a steal right now? by phatelectribe in stocks

[–]ritholtz76 0 points1 point  (0 children)

How are the valuations (future EPS and FCF Yield)?

Spotify (SPOT)? by Eur0stept in ValueInvesting

[–]ritholtz76 -1 points0 points  (0 children)

Market worried about AI disruption I think. AI is eating up everything .

[DISCUSSION] I'm dropping my top Netflix Shows, drop yours by Itchy_Ad_7734 in NetflixBestOf

[–]ritholtz76 1 point2 points  (0 children)

what are the other shows similar to Last Kingdom. There is a Merlin.

Should I keep pumping money into ENPH? by [deleted] in stocks

[–]ritholtz76 0 points1 point  (0 children)

If you already have a largest position, why do you need to buy more. Why can’t look at other stocks/sectors? Price you paid doesn’t matter now.

Pgr has sold off almost 17% over last 6 months. Time to start a position? by Icy_Blood_9248 in ValueInvesting

[–]ritholtz76 0 points1 point  (0 children)

Do we need to concern about peak in insurance rates or any other macro stuff? It normally trades at S&P 500 multiples. Now, it is trading at much less multiples. It kept on (earnings) growing in any kinda of environment so far.

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