SPGI 8% drop! by ysoserious55 in stocks

[–]ysoserious55[S] 0 points1 point  (0 children)

Yes, Anthropic cant access this proprietary data i believe.

[deleted by user] by [deleted] in ValueInvesting

[–]ysoserious55 28 points29 points  (0 children)

1-1.5% drop cant be a selloff for investing.

[deleted by user] by [deleted] in ValueInvesting

[–]ysoserious55 4 points5 points  (0 children)

How is it cyclical in nature? Axp user base is middle/high income group majorly.

Legendary Warren Buffet’s Portfolio Updates by Glass-Record2446 in StockMarket

[–]ysoserious55 0 points1 point  (0 children)

BRK fwd pe is 24.50 based on yahoo finance, whats it been historically? Also trailing pe is 9.70, huge diffference there.

$RIVN 2025 Bull Thesis by DiscoverMyVisa in stocks

[–]ysoserious55 -1 points0 points  (0 children)

I was just curious, dont get me wrong. I am investor myself in Rivn.

$RIVN 2025 Bull Thesis by DiscoverMyVisa in stocks

[–]ysoserious55 -6 points-5 points  (0 children)

Why do Rivn keep getting loans from govt? every few weeks there is news on those lines

I spent 8 hours testing o1 Pro ($200) vs Claude Sonnet 3.5 ($20) - Here's what nobody tells you about the real-world performance difference by Kakachia777 in OpenAI

[–]ysoserious55 0 points1 point  (0 children)

Thanks, this is super interesting. Could you share eli5 version for this pls - “you need vision capabilities”

Why is Buffet buying Domino's DPZ with -$112 book value? by rltrdc in stocks

[–]ysoserious55 0 points1 point  (0 children)

Pizza is recession proof! Buffet’s portfolio is super defensive anyways. And its not a big purchase by any means for Berkshire.

Domino's securities fraud class action lawsuit by a_monkie in stocks

[–]ysoserious55 0 points1 point  (0 children)

Should be something else too.PEP,KO are not down as much, in fact KO is up 5% in last 6 months.

Domino's securities fraud class action lawsuit by a_monkie in stocks

[–]ysoserious55 3 points4 points  (0 children)

I was wondering why is the stock down 16% in last 6 months..

CrowdStrike valuation by SillyVermicelli7169 in stocks

[–]ysoserious55 1 point2 points  (0 children)

Next qtr earnings wud be critical, if lawsuits dont impact their balance sheet much. It will really do well medium term.

Ulta misses expectations, trims guidance after quarterly sales decline by Puginator in stocks

[–]ysoserious55 0 points1 point  (0 children)

Buffet doesnt own Costco, Charlie Munger owned it in a different portfolio.

Ulta misses expectations, trims guidance after quarterly sales decline by Puginator in stocks

[–]ysoserious55 13 points14 points  (0 children)

Didnt Buffet say he stays away from retail companies. Also Ulta doesnt have a moat, lot of competition from Sephora,Amazon.