HappyInvest21

Hello, I'm a passionate Value Investor and like fundamentally attractive shares. I especially like low PE shares …
NO FINANACIAL ADVICE! DO YOU OWN RESEARCH

[HappyInvest21 @HInvest2148390]

Hello, I'm a passionate VALUE INVESTOR and like fundamentally attractive shares. I especially like low PE shares … I hope to find like-minded people to share ideas and get feedback on my ideas…
DISCLAIMER:
All my posts are NO FINANCIAL ADVICE, I might also be INVESTED in the shares and BIASED, I might BUY, SELL, or HOLD shares I'm texting about. NEVER INVEST cuz SHARES are posted or discussed here. Consult your FINANCIAL ADVISOR and do your OWN RESEARCH!

[HappyInvest21 @HInvest2148390]

$DDI What a kindergarten with this special committee - I mean, how long do you need to say that the offer is totally unacceptable? Everything longer than 10 minutes seems like a waste of time.

[HappyInvest21 @HInvest2148390]

Nice Numbers from the attractive valued $DDI

[HappyInvest21 @HInvest2148390]

$KSPI - The DIVIDEND Mashine

[HappyInvest21 @HInvest2148390]

$INMD - bidding war now?

[HappyInvest21 @HInvest2148390]

$INMD good news but much to cheap

[HappyInvest21 @HInvest2148390]

@LiamContraire I dont know, do you think they will increase their offer.

[HappyInvest21 @HInvest2148390]

$DDI - DoubleDOWN Interacitve

Intersting news for the dirt cheap ADS of $DDI, despite the price is of course an absolute joke

[HappyInvest21 @HInvest2148390]

$DDI

so the share has a little over $9 per share in net cash and the consensus EPS 2026 around $2,30

so a PE of 11,25/2,30 = 4.9 and on top 80% of the offer price the company has in Cash. What a joke

[HappyInvest21 @HInvest2148390]

$KSPI - $TME Tencent as new shareholder

[HappyInvest21 @HInvest2148390]

$INMD - with preliminary numbers

[3D Stockpicker @3DStockpicker]

https://t.co/LvUa9w7t7Q $KSPI reports solid growth in its fintech revenues. How far can the Kazakhstani company scale from here?

#3DSP_US

[HappyInvest21 @HInvest2148390]

$PVH to upgrades

[HappyInvest21 @HInvest2148390]

$SBH Sally Beauty with new CFO. Market in Panic Mode despite the CEO confirms guidance for Q2 and the Fiscal Year.

We talk here from an EPS of $2.05

At $13
an PE of === 6.3

[HappyInvest21 @HInvest2148390]

$PVH yesterday with good numbers and outlook.
Around 12$ EPS for 2026/2027
at 74$ this is a

PE === 6.2

On top minimum $300 M Share Buyback === 9% of the company
In 2025 they bought already vor $560 M
What a shaer Cannibal

[HappyInvest21 @HInvest2148390]

And another financial Stock.

Oportun Financial $OPRT

The market probably assumes the guidance will not be reached.

Outlook 2026
GAAP EPS $1,04-$1,21
Non-GAAP $ 1,50 - $1,65

Stock Price: $4,30

Price Earnings ==== 4,1 (at the lower end of the GAAP earnings)

[HappyInvest21 @HInvest2148390]

$PBB

Here is the outlook from the prelim. 2025 Numbers.

The intersting outlook is the 2028. RoTE of 8%. This in combination with an Price to Book of 0,13 would be very cheap.

On the way to it hopefully still some nice profits and 50% of the Net Earnigs as Dividends

[HappyInvest21 @HInvest2148390]

$PBB - Deutsche Pfandbriefbank AG === Price to Book of 0,13

$PBB the Bank is in the commercial real estate business. Had big troubles in the US market and exit the market completely with big write downs in office loans

Equtiy: 2800 M
Shares: 134,5
Equity per share 20,82

Share price 2,76

Price to Book of 0,13