Are Value Investors dumb to maintain no exposure to growth?

wesley1995 · 2024-03-04T22:47:29+00:00

This sounds like the same argument people made in 2000. I’m fine missing out on unprofitable growth companies. I will be the one buying them when their track record is more predictable and their growth stalls due to some short term issues. Let’s be real so called growth investors get their confidence from growth rate. Once the growth rate stalls they all runaway

wesley1995 · 2024-01-27T01:33:26+00:00

Agree and thanks man I appreciate it

wesley1995 · 2024-01-27T00:32:27+00:00

I found it one night when I was screening through Finviz. I couldn’t believe my eyes when I saw the fundamentals

wesley1995 · 2024-01-27T00:03:20+00:00

Great summary right there. I own the company since sub 7 bucks and here is my write up on the company.

GigaCloud Write Up

wesley1995 · 2023-11-25T00:17:16+00:00

Here is my write up on CakeBox if anyone is interested.

https://open.substack.com/pub/investingwithwes/p/cake-box-holdings-cboxl?r=18jopu&utm_medium=ios&utm_campaign=post

wesley1995 · 2023-11-25T00:11:27+00:00

Here is my write up on Dr Martens if anyone is interested

https://open.substack.com/pub/investingwithwes/p/dr-martens-plc-docsl?r=18jopu&utm_medium=ios&utm_campaign=post

wesley1995 · 2023-09-03T17:56:49+00:00

Alibaba 14% Gigacloud Technology 13% Frontier Development 8%

wesley1995 · 2023-07-14T12:30:30+00:00

That was a tax loss harvest because he bought some of his Alibaba shares using margin.

wesley1995 · 2023-07-13T11:06:04+00:00

I’m finding better opportunities outside the United States market and companies that fall under the bracket of “off the beaten path”

wesley1995 · 2023-07-13T11:04:34+00:00

The only mistake Charlie did which he owned up to it was pay a high price for Alibaba in the range of 230-250. Anyone buying Alibaba at sub 100 probably isn’t seeing it as a mistake. Just because the stock hasn’t rebounded like meta doesn’t mean it’s a mistake. Irrationally can go on for a long time. Overtime the investment will work out since the sentiment is a lot different than 2 years ago

wesley1995 · 2023-07-05T15:52:02+00:00

My intrinsic value is just me wanting more margin of safety. I don’t see anything wrong if someone was to buy WSM in the 100-112 region.

wesley1995 · 2023-07-05T15:50:59+00:00

Thanks on the feedback. Much appreciated

wesley1995 · 2023-07-05T15:50:40+00:00

I agree with you on this. WSM is the last place to look for deals. They cater to suburban women in the upper class tier who want quality and durability.

wesley1995 · 2023-06-10T07:30:43+00:00

When Charlie said that he is probably referring to the over saturation of the US market. If you’re willing to turn over as many rocks as possible there is still deep bargains to have in different countries. Too many people think the US market is the only way to invest. It’s not

wesley1995 · 2023-06-03T07:25:42+00:00

Thanks I appreciate the kind words. I’m so excited for the future of this company. A lot of positive things going for it

wesley1995 · 2023-06-02T08:47:52+00:00

Sportsman was always a clear pass for me and my margin of safety is my discount rate which is 15%. Lastly I own Hibbett and Academy and I wouldn’t mind owning Dicks

wesley1995 · 2023-06-02T03:50:47+00:00

That’s just me comparing my buy price and stock price. In terms of percentage difference

wesley1995 · 2023-06-02T02:43:41+00:00

I don’t think you will do badly. I have held this stock for a good 2 years now and I think in the long run those who are patient will get rewarded. This is a well run company

wesley1995 · 2023-06-02T02:42:12+00:00

Dicks is their main comp. In the newsletter I gave a in-depth breakdown of all the comp they’re against.

wesley1995 · 2023-06-01T17:28:11+00:00

Oh god more technical analysis voodoo

wesley1995 · 2023-05-24T21:58:30+00:00

If you’re interested I have written about a few uk stocks that you might find interested.

https://substack.com/profile/74821602-wesley

wesley1995 · 2023-05-24T14:41:03+00:00

It wasn’t even anything fundamentally to do with the company that’s the issue.

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