Mispriced Stocks

I share stock charts and investment theses for mispriced stock opportunities.

[Mispriced Stocks @Mispricedstoks]

$PGR should benefit if agents actually start going for cheapest options.

[Guy Baron @Gbaronscout]

selloff in $PGR alongside others in the personal agent loser bucket is confounding to me.

PGR is lowest cost carrier with huge scale and tech advantages in fragmented industry.

If there's more consumer shopping/price comparing it's more likely than not that $PGR is net winner

[Mispriced Stocks @Mispricedstoks]

@ErnestWongBWM https://t.co/j6xHNK8fwz

[Mispriced Stocks @Mispricedstoks]

I bought $TJX yesterday and added to my position today.

Discount retailers are countercyclical, and they tend to do better in a down economy or recession. They pick up excess brand inventory at cheap prices and provide great value to distressed consumers.

[Mispriced Stocks @Mispricedstoks]

@blondesnmoney Do you like $SKWD?

[Mispriced Stocks @Mispricedstoks]

@TrendSpider https://t.co/j6xHNK7HH1

[Mispriced Stocks @Mispricedstoks]

I bought $TJX yesterday and added to my position today.

Discount retailers are countercyclical, and they tend to do better in a down economy or recession. They pick up excess brand inventory at cheap prices and provide great value to distressed consumers.

[Mispriced Stocks @Mispricedstoks]

@MikeZaccardi @finviz_com Finally i can buy $COST at 40X earnings

[Mispriced Stocks @Mispricedstoks]

Its called power of bag-holding

[Kacper Piotr Kaminski @CerlogicFounder]

Everyone assumes 10% yearly return now .. 😉

And no psychology for 30-50% drawdowns.

[Mispriced Stocks @Mispricedstoks]

@SayNoToTrading @Ashton_1nvests These are literally all fintwit favorites.

[Mispriced Stocks @Mispricedstoks]

I bought $TJX yesterday and added to my position today.

Discount retailers are countercyclical, and they tend to do better in a down economy or recession. They pick up excess brand inventory at cheap prices and provide great value to distressed consumers.

[Mispriced Stocks @Mispricedstoks]

@ethanrkho @alixpasquet This guy does not know what he is talking about and he is confused a lot for sure.

But interviewer pretends like he is comprehending great knowledge. 😂😂😂😂

[Mispriced Stocks @Mispricedstoks]

These are best shorts when Fed starts raising rate. But stocks are already down a lot, so best play would be wait and see.

[aurelius @aurelius28]

Man builders are trash rn $NVR $LEN $DHI $PHM $TOL $MTH $KBH and then I look at $POOL and $SITE and it's even worse. The whole complex is getting obliterated. If you are buying these you're braver than I

[Mispriced Stocks @Mispricedstoks]

@MartyChargin $CAKE and $EAT are doing fine. There are always alternatives

[Mispriced Stocks @Mispricedstoks]

@aurelius28 But what about selling subscription and courses? Msy be more money per pages

[Mispriced Stocks @Mispricedstoks]

Everything goes down automatically becomes quality.

[Patient Investor @patientinvestor]

Quality stocks trading near their 52-week lows:

Waste Management $WM: -13%
Costco $COST: -16%
Brookfield $BN: -18%
PepsiCo $PEP: -20%
Vulcan Materials $VMC: -23%
Uber $UBER: -24%
AutoZone $AZO: -32%
LVMH $LVMH $LVMUY: -36%
Applovin $APP: -54%

[Mispriced Stocks @Mispricedstoks]

This is funny 😂😂

[Leo @Leooweb3]

My trading strategy

[Mispriced Stocks @Mispricedstoks]

@MartyChargin I am probably interested in $TJX ar $10 less than current price.

[Campbell Wilson @Campbell__W]

When I joined the endowment world 17 years ago, I quickly realized many fund managers we interviewed were active participants on Value Investors Club (VIC). A quick thread on VIC, including 10 of my favorite historical ideas 👇

[Mispriced Stocks @Mispricedstoks]

I have been in their stores and their gas station generally has more car fueling than other gas stations. They have definitely executed well. But, the stock is still overvalued.

You can buy $BJ with recurring membership revenue and benefiting from higher gas prices at 17X PE.

[Lukasz Tomicki @tomicki]

1/ $CASY looks boring until you examine the economics. 3,000 convenience stores, mostly in small Midwestern towns. Fuel gets customers onto the property. Pizza, food, drinks and merchandise generate the higher-quality profits. Acquisitions + new stores keep extending the runway. After a ~31% drawdown, the stock is interesting.

[Mispriced Stocks @Mispricedstoks]

Is this all high beta zero earnings shitco basket or what?

[Stock Talk @stocktalkweekly]

Worst 60-day sell-off for tech momentum in market history, by far.

-57% for Jefferies' tech momentum index.

[Mispriced Stocks @Mispricedstoks]

@blondesnmoney He sold $55M not that long ago.

[Mispriced Stocks @Mispricedstoks]

Pump pump!!

[Wall St Engine @wallstengine]

$UBER CEO Dara Khosrowshahi bought 141K shares for about $10M at an average price of $70.96