The most transparent GARP investor | real-time stock analysis, personal finance, philosophy. $META, $BN, $FOUR, $ADBE, $QLYS, $MSFT, $AMZN. Not financial advice
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I don't short anything. I am Not trying to fool anyone, including myself, by claiming I or anyone else can consistently predict how people feel about a stock.
I invest in the business, not the stock. $PLTR is a great business, but what price are you willing to pay for it?
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FindleysFinance retweeted
$META knows how to market.
They've proven that with Muse.
you can now add your muse to your instagram profile :)
show off your superintelligent sidekick to all your friends!
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Bill Ackman thinks the AI bubble is mostly limited to the private market.
I think he's right to some degree, but not every company is priced equally.
$META is still very undervalued today. But there are plenty of euphoric valuations like $SPCX.
CapexAndChill
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FindleysFinance retweeted
Cathie wood has beat out the S&P by a wide margin over the last 10 years.
364% vs 246% respectively.
However, if you bought during the 2021 euphoric cycle, you're still down today.
Valuation should ALWAYS matter.
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Just because you think a stock is overpriced doesn't mean you should short it.
I'm not in the business of price prediction. I'm an investor.
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FindleysFinance retweeted
Bill Ackman was betting big on $META in Q2, with massive adds.
Do you think he's still buying after the recent runup?
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FindleysFinance retweeted
$META is still one of the greatest opportunities in the market, even after this months +30% run.
The stock still trades at a 14.8x TTM OCF, with 24% YoY OCF growth in the most recent quarter.
There's a reason Meta is nearly 38% of my portfolio.
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FindleysFinance retweeted
$META free cash flow just collapsed 91%.
Here's why I'm still buying Meta while the market panics
👇
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FindleysFinance retweeted
If the market dropped 20% tomorrow, what is the first stock you would buy?
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FindleysFinance retweeted
Bill Ackman explains that if a company consistently achieves high returns on capital, you should champion them employing their capital.
This is just one reason why $META is quite honestly one of the best companies in the world.
CapexAndChill
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Anyone else having very frustrating experiences with google search AI mode?
They better get it together. I'm already using Muse and Grok more than Google products now. And that says a lot.
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Buy the business not the stock.
The sooner you learn the difference, the faster you can start making building wealth.
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$CRWD is a phenomenal business.
But at a $258 billion market cap and only $2 billion TTM OCF, this stock is EXTREMELY expensive.
Are you buying CrowdStrike anyway?
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