MarketBro

Companies, Stocks and beyond.

[MarketBro @n23618]

@patientinvestor They don’t look super cheap on P/B

[MarketBro @n23618]

@ariaradnia Look at Net Income not GMV

[MarketBro @n23618]

@qualtrim It’s pretty expensive on a P/OPI multiple

[MarketBro @n23618]

@ariaradnia I trimmed 10%, thinking about trimming a bit more even though I love this company

[MarketBro @n23618]

@bull_moose26 Yeah haha
not saying its not but with all the talks around it I thought the discount would be bigger

[MarketBro @n23618]

I’m looking into $CPRT and while it has a wide moat and amazing balance sheet, 17 FWD P/E for ~7% EPS growth does not scream a massive buy. Am I wrong? Please let me know😀

[MarketBro @n23618]

@everydaynorminv Yeah, that's what I think, it seems like a good buy, not a load up the truck one

[MarketBro @n23618]

@WillBiddy_ OK that does sound better haha, thanks 🙏

[MarketBro @n23618]

@ariaradnia Trimmed a bit, but happily continuing to hold for the long term 💰

[MarketBro @n23618]

@Ashton_1nvests I like the $SOFI conviction

[MarketBro @n23618]

@breedenlaw @oguzerkan Sentiment changes, look at the long term

[MarketBro @n23618]

@Mindset4Money_X Valuation matters

[MarketBro @n23618]

OK guys what do you think of my portfolio from here?

[MarketBro @n23618]

@ariaradnia Cyclical queen 👑

[MarketBro @n23618]

@ariaradnia

[MarketBro @n23618]

@HatedMoats As a $ADBE holder I get it, I’m also considering selling some to fund $INTU which I currently love better

[MarketBro @n23618]

@massivemoats Wow talk about concentration 💪

[MarketBro @n23618]

@HatedMoats At today’s price with Base44 and the partners business the downside is limited, but not a fan of management taking on debt to fund buybacks at 90$

[MarketBro @n23618]

@waterboystocks