Asymmetric Valuations

Uncovering market inefficiencies and mispriced assets. Independent equity research for the modern value investor.

[Asymmetric Valuations @Asymmetric_Val]

@DGretta_Author Solid companies to look at unless you're momentum investor. But all those stocks had positive momentums before going this way.

[Asymmetric Valuations @Asymmetric_Val]

@MoneyMitch_TTP @ariaradnia They will try to make something for sure. But what in your opinion is the right approach for them? They can't make AI that uses only their listings because people will never use it. If AI books everything prices will be the thing people look for.

[Asymmetric Valuations @Asymmetric_Val]

@ReturnsJourney @AJButton2 Yep totally agree. What i find works great is ask AI to explain what the companies does and all the risks and decide which of the cheap/growing/quality companies you wanna own.

[Asymmetric Valuations @Asymmetric_Val]

@meetblossomapp Why would you use whole company PE and small % of earnings for the growth?

[Asymmetric Valuations @Asymmetric_Val]

@DimitryNakhla Looks overvalued and the dividend payout ratio is suspicious.

[Asymmetric Valuations @Asymmetric_Val]

@NotA_Bull If you like Revenues it looks like fair value on EV/Sales

[Asymmetric Valuations @Asymmetric_Val]

@patientinvestor Debt exists. Otherwise slightly better bond.

[Asymmetric Valuations @Asymmetric_Val]

@ariaradnia I feel like it was silly for $PLTR people to think it will pull a PLTR. Those things are unpredictable.

[Asymmetric Valuations @Asymmetric_Val]

@Hunter_Weiss Analyst expect EPS and Revenues to decline you're better on turnaround not continuous growth.

[Asymmetric Valuations @Asymmetric_Val]

@robchamo Why is everyone thinking if Waymo and Tesla make robotaxi works why they won't make it work for food delivery also? Feel like if you think they make it work on the driving part no way you think they won't' on the food delivery part.

[Asymmetric Valuations @Asymmetric_Val]

@DrCarter96 @Nike @DICKS Prices of t-shirts and tracksuits were always expensive. Shoes are more reasonably priced.

[Asymmetric Valuations @Asymmetric_Val]

@ModernDayInves It's SPX100 and SPX500 removal usually they outperform after being removed.

[Asymmetric Valuations @Asymmetric_Val]

@DeanTTraining @varuninvesting Depends if he is total beginner or not.
But this you can read this:
Effects of high-calorie supplements on body composition and muscular strength following resistance training

[Asymmetric Valuations @Asymmetric_Val]

@varuninvesting @DeanTTraining I'm not opposed to someone bulking from here as totally new lifter. He will gain like 3kg of pure muscle in 2 months and look better. Cutting always result in looking better faster but mainly from face fat not really body composition.

[Asymmetric Valuations @Asymmetric_Val]

@Cozsahin1006 @CGInvesting10 That's tipranks but i will take analyst price targets with a grain of salt.

[Asymmetric Valuations @Asymmetric_Val]

@GarciaCap Were the bulls at the start of the period spamming quality company

[Asymmetric Valuations @Asymmetric_Val]

@teechongyen Value works better in bigger universe.

[Asymmetric Valuations @Asymmetric_Val]

@timoassi That's like 4 avg yearly salaries net in US which is not bad. For any other country this is way more money.

[Asymmetric Valuations @Asymmetric_Val]

@realroseceline 99% of investing posts i see are big boring companies. Maybe i follow wrong people.