Daily Stock Wisdom

Empowering Investors To Become Their Best Self.
Stock picker.
Not financial advice.

[Daily Stock Wisdom @dailystckwisdom]

Buffett has a money mind. It doesn't come naturally to most folks, but it's ingrained within him as is his love for Coca-Cola.

All of us can have a money mind with practiced patience and discipline. It's a muscle. Build it.

And if you don't have it yet, listen to old Berkshire Hathaway meetings every day and you will.

[Daily Stock Wisdom @dailystckwisdom]

@FindleysFinance $AMZN if one. $AMZN and $NU if 2.

Both should do great from here and they are decorrelated if one is going to own a second stock.

[Daily Stock Wisdom @dailystckwisdom]

It doesn’t matter how the market values $SOFI, whether as a bank or fintech. Not for a long term holder. What matters is the earnings and earnings growth.

That takes time to show year after year with higher and higher ROE. We all want a shortcut, but we just need to keep buying these dips and let Noto run this bank into the top 10 of the US.

The sub $20 price is a gift. Let’s not wish it away so fast.

[Daily Stock Wisdom @dailystckwisdom]

@TheLongInvest They deserve a $100 stock price. It’s fair.

A company that has stalled earnings deserves a PE of 10-12. Same as $PYPL. Same as $NKE which has a few more steps to get there.

[Daily Stock Wisdom @dailystckwisdom]

“You can always tell someone to go to hell…tomorrow.”

-Tom Murphy

[Daily Stock Wisdom @dailystckwisdom]

@TheLongInvest $PYPL at $40 )

[Daily Stock Wisdom @dailystckwisdom]

@YodaStockInvest I think it’s possible, but more likely we have $200 by 2036. That’s my bull case.

A 10x in 10y ~26% CAGR

[Daily Stock Wisdom @dailystckwisdom]

@realroseceline Many have a cash flow problem and think trading is the answer.

The answer is to make much more than you spend and keep buying cheap assets.
And sell seldomly.

It’s so simple, and human nature can’t stand boredom.

[Daily Stock Wisdom @dailystckwisdom]

“You only need a few good ideas to make a significant difference in a lifetime.”

-Bruce Berkowitz

[Daily Stock Wisdom @dailystckwisdom]

@FindleysFinance Buying under $80 every week

[Daily Stock Wisdom @dailystckwisdom]

I think it will get to $30 pretty quick after it passes $20 and stays above it.

Yet, you’re right. There will be a lot of selling pressure around $30 unless that coincides with something spectacular with the business or an external event like S&P500 inclusion and a rate cut in 2027 followed by more expectations of rate cuts.

[Daily Stock Wisdom @dailystckwisdom]

@mistressdivy We ALL have the capacity to be a Ghandi or a Hitler. And everyday we decide which we will move closer too.

[Daily Stock Wisdom @dailystckwisdom]

@varuninvesting Macro - A recession in South and Latin America $NU

[Daily Stock Wisdom @dailystckwisdom]

Feels pretty good when your portfolio is sitting at all time highs and you look at each holding and see that they are clearly not overvalued based on any reasonable metric, and earning power 5yrs out being the most critical.

It’s a great position to be in. All time high, superb fundamentals of each businesses and the fPE is near record lows for each one of em. $NU, $SOFI, $NFLX, $UBER and $AMZN.

Let’s go!

[Daily Stock Wisdom @dailystckwisdom]

@Ashton_1nvests 100%

It will take years to see what AVs will really do the ride hailing market. In that time $UBER will generate $10s of billions in cash.

[Daily Stock Wisdom @dailystckwisdom]

@iancassel How true

[Daily Stock Wisdom @dailystckwisdom]

“Nobody wins afraid of losing.”

-Chris Stapleton

[Daily Stock Wisdom @dailystckwisdom]

Another way to ask this question is what growing business would have a PE of 2 in 10y if the business keeps executing and the price stays flat.

For $NVDA, that would require about $2.5T in earnings. A tall order as it would have to eat the world to do so.

$SOFI has a decent chance to deliver $11B in earnings in 10y, and would probably be my pick to get to a PE of 2 fastest.

[Daily Stock Wisdom @dailystckwisdom]

Another way to ask this question is what growing business would have a PE of 2 in 10y if the business keeps executing and the price stays flat.

For $NVDA, that would require about $2.5T in earnings. A tall order as it would have to eat the world to do so.

$SOFI has a decent chance to deliver $11B in earnings in 10y, and would probably be my pick to get to a PE of 2 fastest.

[Daily Stock Wisdom @dailystckwisdom]

$NFLX, a 30y old dinosaur that streams videos over the internet. Pretty boring stuff, they buy and make content and let others view it in about 200 different countries. The service is about 5x cheaper than cable and so it’s kinda recession proof too. Boring, steady, growing margins with great ROIC. The media likes to add drama since everyone knows $NFLX, but there’s nothing to see here except a growing library of decent content.

[Daily Stock Wisdom @dailystckwisdom]

@leevalueroach @porterstansb It takes a long time to sink a great ship.

-Charlie Munger