barrenwuffett
@chartdummie
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Uncovering deeply undervalued stocks and special situations in the market. Value investor sharing insights, analysis, and hidden opportunities.
Joined November 2022
Bei $HIMS heute wieder schöne Gelegenheit neues Geld ins Klo zu werfen. Immer schön im Verlust nachkaufen. Und damit es nicht ganz so dumm klingt nennen wir es Dollar Cost Averaging. Was mal erfunden wurde um langfristig von den Durchschnittspreisen eines Index zu profitieren,
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Can someone spend the weekend building a language app on Claude and just put all $DUOL holders out of their misery?
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When does Bitcoin pay a dividend again?
Bitcoin is just hidden government financing.
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Can someone explain the moat $DUOL has? It’s a language learning app that anyone can replicate, correct ? Stock price reflects that ..
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Happy to hear that $HIMS going to get sued their ass off to $0 Those bastards have fu**ed with $NVO for the last time 😂
Years ago I mentioned $HIMS business model as corrupt and unethical. I have no idea how this company still exists. This will be a zero as they drown in lawsuits.
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FAFO $SNAP
$SNAP Best thing for Snap would be to be acquired by $META or another player in the space. Negative ROIC, shareholder dilution, etc. While technically the set-up could promise a bounce and there has been massive volume I won't touch the stock.
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Faster than expected - still no buy here.
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$HIMS HIMSs getting smoked by trying to play David vs Goliath Good to see stocks getting hammered that dilute their shareholders.
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And it became the sell the news event 🗞️🎯
$MOH Molina going strong into earnings in feb - could become a sell the news event.
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$CPNG Coupang I like products that travel well. How is Coupang supposed to grow outside Korea Valuation has always been too high.
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The smell of a good short $MDB
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$MDB Gap closed ☑️
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$MDB MongoDB - Short was a bit early.
$MDB I do not short stocks, but MongoDB does not look good on this cliff. 🦘 Negative return on capital, increasing share count. An optimistic fair value would be $150, assuming 15% growth for 10 years and a low discount rate of 6%. Fundamentals, however, tell a different
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$PBR This had a massive run since October 🎯🛢️⛽️
$PBR Petrobras Margin of safety ~70% to $20 fair value per share. Low-cost oil producer, ~14 years of proven reserves, attractive dividend yield. If oil prices rise, this company should outperform.
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Growth is just being valued - there’s is no difference between value investing and other types of investing
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🧵 $FMC — My autistic play on oil 1/ $FMC is down ~85% from the highs. Most see a broken ag stock. I see a cycle reset at the lows, with macro tailwinds lining up.
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Gold at $5,000 is actually a sign that something is very wrong. It is not just the US dollar, gold it at all time record highs against EVERY currency. Euro, Yen, Yuan ... it doesn't matter. https://t.co/I00d7EWsQh
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Good reaction so far $VET
VERMILION ENERGY ($VET / $VET.TO) Here is the 2026 thesis: 1️⃣ The Valuation Gap: $VET trades at 2.4x EBITDA. Peers trade at 3.5x - 4.0x. A simple mean reversion drives a 60%+ return. 2️⃣ Cash Flow Monster: Generating >20% FCF Yield at conservative $70 WTI / $12 TTF. The 2026
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Why is $RIG outperforming oil and the energy sector that hard? Its also the perfect macro play. Back in September @ 2.99$ we also wrote this part into our investment case for Transocean:
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