The Modern Value Investor | Wealth & Wisdom

Helping investors discover top stock ideas and insights from legendary investors. Learn to grow your wealth and wisdom. Free guide: "Investing Armour" ⬇️

[The Modern Value Investor | Wealth & Wisdom @TheModernValue]

I’ve developed an e-book featuring over 50 visuals of investment wisdom from Buffett, Munger, Klarman, and others...

In addition to these insights, you'll find macro, stock-picking tips and tools.

If you want this e-book, simply comment "book" below, and I'll share it with you

[TJ Terwilliger @tj_terwilliger]

Balance sheet checklist from @TheModernValue

[The Modern Value Investor | Wealth & Wisdom @TheModernValue]

@hjcgomes Your DMs are closed, but you can download it here for free: https://t.co/PU1ZNNvddC

Enjoy it!

[The Modern Value Investor | Wealth & Wisdom @TheModernValue]

I’ve developed an e-book featuring over 50 visuals of investment wisdom from Buffett, Munger, Klarman, and others...

In addition to these insights, you'll find macro, stock-picking tips and tools.

If you want this e-book, simply comment "book" below, and I'll share it with you

[The Modern Value Investor | Wealth & Wisdom @TheModernValue]

@acethekid @ValueSense_io Great platform to look at company quality, intrinsic value and lots of fundamentals, beautifully visualized!

[Jordan @AceTheKid]

Stock picking in this environment can be extremely tough.

According to Value Sense…

The stocks below are the MOST UNDERVALUED stocks in the market.

I think this platform could be a huge help getting your eyes on tickers you might not have seen otherwise👀

[Value Sense @ValueSense_io]

RFK Jr.: "Perhaps we should consider replanting the kitchen garden before sending more money to Denmark."

Ozempic revenue doubled in 2 years. Novo Nordisk hit $130B in Q4’24.But growth is slowing fast.

How much of $NVO ’s momentum is under threat from $MAHA?

[WOLF @WOLF_Financial]

90% of investors UNDERPERFORM the market.

Wall Street's EDGE used to be out of reach… But then something happened.

@ValueSense_io just changed the game for retail traders and investors ⬇️

[The Modern Value Investor | Wealth & Wisdom @TheModernValue]

@ValueSense_io Strong moat stocks >>>

[The Modern Value Investor | Wealth & Wisdom @TheModernValue]

@ValueSense_io Finally I can see automated intrinsic value heatmap and other metrics. Quality rating heatmap is also great!

[Value Sense @ValueSense_io]

Undervalued low P/E stocks reporting earnings next week:
$SGML, $QUBT, $REKR, $WISA, $PPSI, $AMPG, $CRVO, $CARM, $TOMZ, $VERB, $BKYI, $XRTX, $TRVN, $NCNO, $DGHI, $BB, $RGP, $BSET, $ICCM, $SPWH, $RDUS, $ANGO, $ACHL, $CLGN, $TRIB, $GNLX, $ELTX, $GALT, $AVTX, $IMMX, $KALA, $NRXP, $ANVS, $ENLV, $CRVO, $BRTX, $PCSA, $SYTA, $VINC

[Value Sense @ValueSense_io]

S&P500 fair value heatmap by Value Sense

$AAPL, $MSFT, $NVDA, $AMZN, $GOOG, $AVGO, $LLY, $WMT, $XOM, $UNH, $ORCL, $NFLX, $COST, $JNJ, $PG, $ABBV, $HD, $KO, $CVX, $CRM, $CSCO, $MRK, $PM, $IBM, $GE, $MCD, $ABT, $PEP, $TMO, $T

[The Modern Value Investor | Wealth & Wisdom @TheModernValue]

@ValueSense_io $AMZN $TTD $META $GOOG

[Value Sense @ValueSense_io]

Value Sense Sense Introduces AI-Powered Analytics to Redefine Stock Investing on @BusinessInsider

https://t.co/oXru7gsbSF

[Value Sense @ValueSense_io]

$OPRA: Their ROIC is quite low but they do pay out most of the earnings as dividends and revenue & profit are expanding rapidly with their new focus on western markets.
DCF value - $30.4
Relative value - $38.7
Intrinsic value - $34.5
Risks: Chinese ownership that may drag valuation down

https://t.co/otCdpUho8q

[The Modern Value Investor | Wealth & Wisdom @TheModernValue]

@dividendology Simply $META back in 2022 and onwards

[The Modern Value Investor | Wealth & Wisdom @TheModernValue]

The Screening criteria for High Quality Undervalued Stocks with great Profitability:
- Undervalued
- Quality Rating > 7.0 / 10.0
- Profitability Rating > 7.0 / 10.0

You can check out the companies from the thread on Value Sense platform. It's absolutely free:

1/ Microsoft Corporation $MSFT: https://t.co/HlRk0ns2II
2/ Taiwan Semiconductor Manufacturing Company Limited $TSM: https://t.co/21wV4Xhte5
3/ Adobe Inc. $ADBE: https://t.co/9rH6EQarZ7
4/ Philip Morris International Inc. $PM: https://t.co/nQyQd2zw4Y
5/ QUALCOMM Incorporated $QCOM: https://t.co/FzqTSTXZj8
6/ Applied Materials, Inc. $AMAT: https://t.co/vKm2w7ApJi
7/ Uber Technologies, Inc. $UBER: https://t.co/g3zaRCgf4Y
8/ Lam Research Corporation $LRCX: https://t.co/o2Mw3fWVla
9/ Anheuser-Busch InBev SA/NV $BUD: https://t.co/NqE9DaSNvr
10/ Altria Group, Inc. $MO: https://t.co/0tkpfG64GT

[The Modern Value Investor | Wealth & Wisdom @TheModernValue]

🧵10 Undervalued Compounders With High Quality and Profitability Ratings

<Thread>

1/ Microsoft Corporation $MSFT
- Undervalued: 1.7%
- Quality: 7.4 / 10
- Profitability: 9.0 / 10

[The Modern Value Investor | Wealth & Wisdom @TheModernValue]

10/ Altria Group, Inc. $MO
- Undervalued: 56.0%
- Quality: 7.2 / 10
- Profitability: 9.4 / 10