selloff in $PGR alongside others in the personal agent loser bucket is confounding to me.
PGR is lowest cost carrier with huge scale and tech advantages in fragmented industry.
If there's more consumer shopping/price comparing it's more likely than not that $PGR is net winner
I bought $TJX yesterday and added to my position today.
Discount retailers are countercyclical, and they tend to do better in a down economy or recession. They pick up excess brand inventory at cheap prices and provide great value to distressed consumers.
I bought $TJX yesterday and added to my position today.
Discount retailers are countercyclical, and they tend to do better in a down economy or recession. They pick up excess brand inventory at cheap prices and provide great value to distressed consumers.
I bought $TJX yesterday and added to my position today.
Discount retailers are countercyclical, and they tend to do better in a down economy or recession. They pick up excess brand inventory at cheap prices and provide great value to distressed consumers.
@ethanrkho@alixpasquet This guy does not know what he is talking about and he is confused a lot for sure.
But interviewer pretends like he is comprehending great knowledge. ππππ
Man builders are trash rn $NVR $LEN $DHI $PHM $TOL $MTH $KBH and then I look at $POOL and $SITE and it's even worse. The whole complex is getting obliterated. If you are buying these you're braver than I
When I joined the endowment world 17 years ago, I quickly realized many fund managers we interviewed were active participants on Value Investors Club (VIC). A quick thread on VIC, including 10 of my favorite historical ideas π
I have been in their stores and their gas station generally has more car fueling than other gas stations. They have definitely executed well. But, the stock is still overvalued.
You can buy $BJ with recurring membership revenue and benefiting from higher gas prices at 17X PE.
1/ $CASY looks boring until you examine the economics. 3,000 convenience stores, mostly in small Midwestern towns. Fuel gets customers onto the property. Pizza, food, drinks and merchandise generate the higher-quality profits. Acquisitions + new stores keep extending the runway. After a ~31% drawdown, the stock is interesting.