Top Tweets for #ValueNOTDeadYet
@ValueNotDeadYet @jleqc @nyetjgoldblum @timber001 @ChipKittle Sam’s $4.98 rotisserie chicken still beats the brakes off them all when the value scenario enters the chat @ValueNotDeadYet…even with unprecedented inflationary pressures…#ValueNotDeadYet
@ValueNotDeadYet @PriapusIQ @z_or_zee For the record…the 14 Focus 5spd has been averaging between 38-40mpg on my work commute so far. Very pleased. #ValueNOTDeadYet indeed!
$MSFT: Pretty sure I am not buying something that sells at 24x forward EPS with GAAP OI down 8%, NI down 12% and EPS down 11%. Non GAAP just as bad. No touch for now.
#ValueNotDeadYet indeed Dandy indeed…
Value is Not Dead Yet
@MPelletierCIO Some are… note #ValueNotDeadYet but it’s crazy what’s seen as #ValueInvesting these days… $IVE
Which investment style do you believe will outperform in 2023?
That’s a lot of destroyed capital…
Remember trends usually last longer and move further than you expect. We could indeed see a longer multi year bear in #growth & see #commodities and #value outperform for the better part of this decade
#COM #ValueNotDeadYet #Alpha #Investing
again proving that the shift to #ValueInvesting has not yet begun #ValueNotDeadYet $NVDA #LongDuration #GrowthWillDieEventually
$NVDA stock was up 50%+ since Oct lows & delivered “Not Great!” earnings. Rev -17% y/y -12% q/q 👎, EPS (miss) -72%. GM +10% points 👍. Gaming collapse continues. Data Center still decel, +86% Q1, +61% Q2 & now +31% Q3. Guidance 🤨. Stock trading at 50x ‘24E P/E & 39x EBITDA.
RIP Energy Stocks! Thanks Jim Cramer
Ironically the only tech stock that I really own (through ETFs) is $SHOP and it killed it today… guess for now I must be doing something right.
#COM #ValueNotDeadYet #ValueInvesting #Alpha #IsGrowthInvestingDead #LostDecade #Commodities
on the plus side, no more "big tech" earnings reports for 90 days!
@ValueNotDeadYet @Gugo907 @Volkomm_ @WTIBull Nothing wrong with being one, but WTI is a high-roller 😅. I live downtown TO and buy Rubschlager bread for 50c a loaf. 12c Terry taught me to do more with less 😉. #ValueNotDeadYet
That said, will companies even be downtown in a yr or two? Not so sure.
People really need to start paying attention to copper, IMO #ChinaNotDeadYet and the implications for China post COVID lockdowns in 23 and then of course the impact on oil demand…
#COM #OOTT #EFT #ValueInvesting #ValueNotDeadYet #StillBullish
$TAL.V $PTAL Good view of where the company stands financially. Still targeting to pay off the bond later this year & then plenty of cash for shareholders in 2023.
One knock on the name is low RLI but at this valuation may not matter 🧵
#COM #OOTT #EFT #OOTT #ValueNotDeadYet
Well I'm glad the Fed is reading from the same playbook as #COM looking towards Q4
#Energy #EnergyCrisis #InflationNotDeadYet #ValueNotDeadYet $QQQ $SPY $DIA
FOMC Minutes: "Declines in the prices of oil and some other commodities could not be relied on as providing a basis for sustained lower inflation, as these prices could quickly rebound." https://t.co/AqEtIDD74W
Well that took long enough… anybody think when #China gets the message it will be bullish or bearish oil?
Asking for a friend :-)
#COM #OOTT #EFT #StillBullish #ValueInvesting #ValueNotDeadYet
It's Over: CDC Says People Exposed To COVID No Longer Need To Quarantine https://t.co/PI03vrRBVZ
Helima Croft breaks it down very simply… nothing new that #oil followers don’t know, but clearly the market is not paying enough attention… yet
#COM #OOTT #EFT $SPY $DIA $QQQ #EnergyCrisis #ValueNotDeadYet
Oil Market Supply Disruption yet to come!
.@CroftHelima breaks down the details.💥💥💥
- SPR ends by Oct-22
- Russian Oil sanctions by Dec-22
- OPEC do not have spare capacity
- Russian price cap: not sure
- Russia weapon choice: Gas not Oil
#OOTT #Oil
Yep that’s basically all you need to invest in the #Energy space
#COM #OOTT #EFT $SPY $QQQ #ValueInvesting #ValueNotDeadYet
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