Buy broken Stocks, not broken companies
Here are 8 stocks that are trading FAR below fair value.
1. $NFLX
- Down 40% from ATH
- 21% Long-term EPS growth
- 23x NTM P/E
$OUST Another one going exactly to plan 👀
Price down another 10% today and is now sitting on the 50DMA.
Lose this level and I expect a test of the 0.618 fib at a minimum with a test of the 0.786 fib being probable.
Wave 3 target: 542% 🚀
The market is at all time highs right now, and let's be honest, it's expensive.
But you don't need to pay a premium to own a quality company today.
Here are my 12 favorite HIGH quality companies trading at 20x earnings or lower:
1. Dlocal limited $DLO
The easiest way to beat the S&P 500:
Buy the world's greatest companies when they're on sale.
These are my 12 favourite opportunities right now:
1/12: $GOOGL (-22%)
Warren Buffett said, “Be greedy when others are fearful.” 🐐
Here are 5 stocks in fear but with an excellent long-term outlook. 👇🧵
$ORCL | $147 | Cloud Growth Leader🔥
• Close to Liberation Day Lows
• Fwd P/E: 18x
• PEG: 0.65
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Tweet 5 — Valuation reset
$TMDX stock is down ~42% from its $130 highs to ~$74 today. Market is repricing growth assumptions.
📌 One-liner $TMDX: monopoly in warm organ perfusion, 20%+ revenue growth, 60% gross margins
🟢 Bull Tweets Tweet 1 — The Moat 1/5
$TMDX is building the "AWS of organ transplants" — OCS technology + national logistics + aviation, all in one. No one else has this. The moat is real.
🔴 Bear Tweets Tweet 4 — Margin pressure
$TMDX Q1 2026 EPS: $0.30 — down 59.5% YoY. Revenue growing 21%, but profits collapsing. Heavy investment in R&D and aviation is weighing on earnings now.
4/4⚠️ Revenue forecast growth of only 2.1%/yr lags US market avg of 11.1%
⚠️ Geopolitical uncertainty & policy risk could delay M&A decisions
Great business, but it lives and dies by the deal cycle. Know what you own. ⚖️ #EVR#riskmanagement
3/4 🐻 Risk Tweet
$EVR —Key risks:⚠️Pure M&A advisory = highly cyclical — revenues collapse when deal activity dries up
High fixed costs — compensation ratio stays elevated even in slow quarters Long-term EPS declined ~10% annually over 5 years — recent spike may not be durable