Stock Croc (Value Investor)
@ValueCroc
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Finding hidden gems/stocks that are quality, competitive edge, undervalue would be a bonus; for my ownself, sharing my journey. Not investment advice
US Stocks mainly
Joined February 2009
Noise vs Signal; My Deep Dives / Dissections for Free Value investing isn’t dead, as a deep value contrarion investor, who’s been investing for years I have learned that great businesses aren’t discovered by headlines—they’re understood through deep research. I have spend 100s
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Berkshire’s Big Google $4.3Bn – Reassuring Berkshire Hathaway revealed they bought $4.3 billion worth of Google $GOOG I dont wanna brag, but will say in a very humble way, that towards begining of year, I kept saying that this company is a cash-printing machine with an
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Apple's China iPhone sales jumped 22% in month after iPhone 17 launch
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Daily Thoughts / Reflections: $BITF $BITF earnings are officially out, and honestly, they weren't very exciting or encouraging. For those in my community who read my deep dive earlier, you know I took a small position but then got out with a loss. Luckily, my stop-loss worked
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If this letter on social media is true / not fake, then it seems Michael Burry – the guy from The Big Short – is closing his fund and walking away too. I would guess he’s NOT quitting investing. Most likely he’s just done with the drama, the redemptions, the daily noise. He can
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Why is $DLO getting a beating in stock market despite double beat? Short answer: Take rate I have been following this stock foe quite some time now and never dipped the toe, now I am on edge of it, based on earnings release, which is; • Revenue $282M (+52% YoY) → beat •
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My Daily Thoughts: Lets talk $NBIS My feed has been absolutely destroyed with NBIS takes today. Bears dunking on bulls, bulls defending their thesis to the death. Everyone’s got an opinion on this one. Here’s where my head’s at: What Actually Happened Stock got crushed
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Daily Thoughts / Reflections Two roads diverged in a yellow wood, And sorry I could not travel both And be one traveler, long I stood And looked down one as far as I could To where it bent in the undergrowth Today my son was studying the poem “ Road less taken” by Robert
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Daily Update: Thoughts on My Three Holdings 1️⃣ $CELH (Celsius Holdings) I have a small position in CELH, and posted a deep dive on this stock yesterday. By chance, shortly after that post company announced buy back of shares, consequently stocks are bouncing back higher,
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Celsius stock lost its Farenheit in an already heated stock market, after earnings call, and that is mainly due to uncertainty regarding inventory issues. I went down the rabbit hole to see if this stock is a good buy? Long story short, it is an amazing company, but my
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$ABNB Airbnb Earnings : Mixed Bag, Stock up in after hours ✅Q3 Revenue $4.10B (+10% YoY, beat est. $4.08B by 0.5%); ❎ EPS $2.21 (+4% YoY, miss est. $2.31 by 4%). • Core Metrics Shine: Net Income $1.4B; Record Adj. EBITDA $2.10B (+5% YoY, 34% margin up 8pts); GBV
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$TTD Q3 EARNINGS 🔥 •Sales $739M vs Est. $719M •EPS $0.45 vs Est. $0.44 •EBITDA $317M vs Est. $279M Solid Q4 Guidance ✅ •Sales $840M vs. Est. $831M •EBITDA $375M vs Est. $368M Announced $500M share repurchase authorization For details on company please refer to my very
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$IREN is on fire! 🔥 Q1 FY26 earnings just dropped: ✅Revenue smashed records at $240.3M (+355% YoY from $52.8M), ✅ EPS $1.08 (beat est. 0.09 by 1100%!), ✅Net Income flipped to $384.6M profit (vs $51.7M loss last year). ✅ Adj. EBITDA up 3,568% to $91.7M. ✅Targeting
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Daily Reflections / Update I’m Diversifying Beyond AI Markets are in red today, the Culprit: AI valuation concerns + cooling labor market (153K October layoffs - highest in 20+ years) Sam Altman’s Latest: The Red Flags Keep Piling Up OpenAI’s CEO just dropped some
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$DUOL In a free fall despite double beat Duolingo - Q3 2025 Earnings $DUOL 218.66 [-16.15% AH] ✅Revenue: $271.7M (Est: $260.3M) ✅EPS: EPS $5.95 vs Est. $0.76 ✅ EBITDA $80M vs Est. $72M ✅ Paid Subscribers: 11.5M vs Est. $11.4M ❎DAUs: 50.5M vs Est. $50.7M Additional
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Will Duolingo $DUOL bird find its flight in this earning call? Earlier I wrote in detail about this them, now its moment of truth, were the bears right? I would doubt that, and I would think chess is a huge tail wind but lets find out Q3'25 Earnings Preview Consensus
Duolingo’s $DUOL bird has been caught by the bears — but can it take a high flight again? That’s the focus of my next Substack piece. Over the past week, I’ve been digging deep into the company: listening to earnings calls, reviewing SEC filings, and running the numbers myself
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Daily Thoughts / Update I will talk about one stocks I hold and one on my watchlist Tempus AI Inc. $TEM ( Yes the Nancy Pelosi stock) Earnings were released today $TEM Q3 EARNINGS ✅Sales $335M vs Est. $329M ✅ EPS -$O.11) vs Est. -$0.25 🔹Genomics Revenue: $253M -- up
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Daily Update / Thoughts Just looked into three stocks that made big moves today and unpacking why? 1️⃣ Xometry Inc. $XMTR What the company does: Xometry operates an AI-enabled online marketplace for on-demand manufacturing services, connecting buyers (like engineers and
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Mr Mkt seems to have a not so good mood today, in pre opening hours
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