Buried Value

@Buried_Value

Value Investor, all tweets are my opinions. Invest at your own risk

Vrijeme pridruživanja: ožujak 2012.

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  1. prije 3 sata

    Value outperformed growth by over 3% today. It will be interesting to see if it continues. It would be interesting to see how positioning changes if this persists for weeks/months.

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  2. prije 11 sati

    Massive rotation into value started this morning. Growth stocks getting hammered

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  3. 1. velj

    S&P 500 dividend yield: 1.75% U.S. 10-Year treasury yield: 1.50% What a world we are living in

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  4. 30. sij

    Since everyone is talking about Tesla. I’ll make a car joke too. What kind of cars do eggs drive? Yolkswagens Sorry for the dad joke

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  5. 30. sij
    Tweet je nedostupan.
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  6. 29. sij

    will likely do $10/share this year. So your basically paying 20x for a business that is growing earnings at a 20% CAGR. Doesn’t seem expensive. Stock is headed towards $250 imo

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  7. 28. sij

    That quarter is a disaster. EPS -48% QoQ EPS -12% YoY Q1 commentary says net revs have been -18% so far in Q1 on a QoQ basis. How does this company trade at 18x earnings? Should probably be closer to 10-12x until they get control of pricing.

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  8. proslijedio/la je Tweet
    28. sij

    Reading about a new golf tour for top 48 in the world. $10MM purses. So purses will be much less than WGCs, much less than invitationals and a fraction of FedEx Cup playoff events. It’s dead on arrival unless they increase purses by 50%+.

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  9. proslijedio/la je Tweet
    28. sij

    The new TV deal for the will look massive, but people don’t realize how awful the back end of the last TV was. Cost players $750MM+. New deal will get golf rights back on the proper curve. So many more eyeballs. Eyeballs = $$.

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  10. 26. sij

    RIP . So sad and shocking.

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  11. 25. sij

    The Witcher on is insanely good.

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  12. 17. sij

    When was at $260 everyone was bearish. Now it’s $339 and people are getting more bullish. The same has happen with . Folks were bearish at $32 and now more optimistic at $47. That’s how markets work

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  13. 16. sij

    Morgan Stanley cuts to underweight from equal-weight. PT $360

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  14. 16. sij

    Something has to give. Tesla is claiming they had record deliveries during the fourth quarter. How could they have record deliveries when registrations in their largest market are down almost 50%? It can’t just be a lag in the data.

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  15. 12. sij

    This is one of the craziest football games I’ve ever watched

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  16. 12. sij

    I always get the smelly Ubers. I am the only one that feels this way?

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  17. 12. sij

    The meal kit service bubble of 2018-2019 is one that many have quickly forgotten. Public markets rightly pushed back on WeWork but has a business model that was every bit as bad. Too much competition, negative margins and unpredictable order frequency.

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  18. 8. sij

    UBS is all over the place. They had a ‘19 year-end S&P500 target of 2,550. Then, they came out with a ‘20 year-end target of 3,000. Now, they boosted it to 3,250. There is no way the majority of their clients are doing well.

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  19. 7. sij

    is a melting ice cube. The sand has been shifting under their feet for years and will continue to shift. This business will continue to shrink and close stores.

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  20. proslijedio/la je Tweet
    6. sij

    Thank God someone is finally saying it at the

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