ValueSpectre

Where growth meets value. Long-term investor sharing the journey. $4M+ built over time.

[ValueSpectre @ValueSpectre]

Red day in the market. 🔴

Everything bleeding…

Meanwhile $ZETA:

“Not my problem.” 📈

My largest position casually staying green.

+89% on the position.

I’m starting to think $ZETA didn’t get the memo.

[ValueSpectre @ValueSpectre]

@Investinc_Intel Such an easy buy atm.

[ValueSpectre @ValueSpectre]

Added another $15K to $APP and $15K to $META today. 👻

I’m continuing to DCA into two high-quality businesses with strong growth and reasonable valuations.

Both trade around 19x or less on forward earnings.

Not trying to catch the bottom, just buying great businesses.

[ValueSpectre @ValueSpectre]

@DiligentPlane 👏🏼

[ValueSpectre @ValueSpectre]

@MsVeilMoney Easy buy! 😉

[ValueSpectre @ValueSpectre]

@_Warbucks1 $ZETA

[ValueSpectre @ValueSpectre]

@RedPandaInvests Was also thinking about trimming, but like I said I want fewer positions and I'm happy with my profit.

[ValueSpectre @ValueSpectre]

I just sold my entire $PATH position at a 45% profit. 👻

$PATH is up 42% this month.

-30 P/E
-10% revenue growth
-9% EPS growth

With a potential Fed hike adding another headwind for growth stocks, I’d rather take the profit and keep some dry powder.

I’m also moving toward fewer, higher-conviction positions.

Good company. Just not my best risk/reward anymore.

[ValueSpectre @ValueSpectre]

@finalstep @Gubloinvestor What do you expect after earnings?

[ValueSpectre @ValueSpectre]

@BertrandPirel I took my profits. Still amazing company though.

[ValueSpectre @ValueSpectre]

@StockWorthyApp Thanks! 👍🏼

[ValueSpectre @ValueSpectre]

My 1st week on Fin X. 👻

Came here to share my investing journey.

Ended up finding great investors, discovering new companies, and spending way too much time looking at charts. 😂📊

Loving the conversations so far.

We’re at 174 followers.

Can we summon 200 today?

[ValueSpectre @ValueSpectre]

@StocksandDares Klarna Max gives 1.5% cashback, on top of eligible merchant/partner rewards.

Amex can offer higher rewards in specific categories, but it depends heavily on the card and program.

[ValueSpectre @ValueSpectre]

@StocksandDares Exactly. But that’s also why I think Klarna is more than just BNPL.

BNPL was the entry point.

Now you have the card, cashback, rewards, memberships, payments and a growing financial ecosystem around the consumer.

[ValueSpectre @ValueSpectre]

@StocksandDares I started using Klarna a few days ago, which got me interested in the stock.

I’d been a Revolut Ultra user for a long time, but after trying Klarna Max I cancelled Ultra.

The combination of payments, cashback, card, rewards and growing financial ecosystem caught my attention.

[ValueSpectre @ValueSpectre]

And then you have the CEO buying ~$10M of $KLAR shares at ~$14.37.

Obviously, there are risks — especially the recent guidance cut.

But at ~$14, I think the market may be underestimating what Klarna can become.

Starting small. Doing the work. 👻📊

[ValueSpectre @ValueSpectre]

@TradingDeskTy Good Performance. Why did you sell $PGY ?