Carlos Dos Santos

I try to find value in investing.
25yo. Engineer in Operations.
Quantum Physicist by training.

[Carlos Dos Santos @_charles289]

@Catahoula_Value @ValueInvestor94 Yeah, might have a look. We can discuss on dm :)

[Carlos Dos Santos @_charles289]

@Catahoula_Value @ValueInvestor94 Why do you say excess capital induces optically high P/E? Isn't it the opposite, as they are under-utilizing assets? Any write-up on the name? Thank you!

[Carlos Dos Santos @_charles289]

@Catahoula_Value @ValueInvestor94 Hey, you have been mentioning NASB often, do you have an opinion on valuation? Looks cheap, but I don't know if for a reason or overlooked. They seem too capitalized, so p/e could go much lower?

[Carlos Dos Santos @_charles289]

@TreyHenninger @TimothyBuffett Lol…

[Carlos Dos Santos @_charles289]

@dead_sh0tt Thanks man, I’ll have a look! Sent a dm too😋

[Carlos Dos Santos @_charles289]

@SharogradskyM I did, sound interesting niche! Don’t know the effect of AI on it though. Any strong opinion there? Do you identify a barrier to entry or data they can benefit from?

[Carlos Dos Santos @_charles289]

@DrCirillo Was it directly after your master’s? Or you had some time before? Thanks!

[Carlos Dos Santos @_charles289]

@TimyanBankAlert Hey! What's the current situation? It looks cheap, OpEx going down is good, do you have some info on why? Thank you :)

[Carlos Dos Santos @_charles289]

@DrewCohenMoney Good take! And Amazon is Amazon because of AWS. However, Meli is a hell of a business too, and I believe it is $3700+ fair value :)

[Carlos Dos Santos @_charles289]

@govro12 Looks nice! Secular? Why do you think that p/e is at these levels? Just because of Japan? Are margins stable or more upside?

[Carlos Dos Santos @_charles289]

@the_zack_zhu Do you think it is a business or country issue? I believe it is the latter.

[Carlos Dos Santos @_charles289]

@david_katunaric It’s been the trend in China I think😅

[Carlos Dos Santos @_charles289]

@JibbyCap @OtterMarket Interesting, cannot see it myself though :(

[Carlos Dos Santos @_charles289]

@thebankzhar Hey Brad, I dm you. Do you have relevant news regarding this claim? Best, Carlos :)

[Carlos Dos Santos @_charles289]

@DavidDiranko A really good take David! FCF coverage is a bit tricky IMO, as we are comparing a year metric with a multi-year debt. Any reason? All the rest is insightful! Thanks for sharing it. Market is so weird, reminds me Larry Goldstein saying it before 08’ that 1Q felt like 1Y😂

[Carlos Dos Santos @_charles289]

@Ron284Ron Just right after listing. Do you have an opinion on it? They have grown pretty quick and profitable right?

[Carlos Dos Santos @_charles289]

@curttho28964890 Thank you Curt! 🙏🏻