@value_screener Avatar @value_screener The Value Screener

The Value Screener posts on X about $qvcga, debt, business, $adbe the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 34% stocks 30% technology brands 13% countries 3% cryptocurrencies 2% social networks 2% fashion brands 2% currencies 1% luxury brands 1%

Social topic influence $qvcga #3, debt 10%, business 7%, $adbe 7%, money 6%, $pndora 4%, $pypl 4%, company 4%, in the 4%, at least 3%

Top accounts mentioned or mentioned by @r2fire1 @donniesduick87 @hunterqvc @jackson_jo96163 @goodhousecap @commonsense6174 @adjebitdax @oskarbobkopf @richardwedekin1 @adgiachino @mrdeepvalue @varunvmalhotra @valueinsights @tuckercarlson @fcompounders @christophenour @tmarketl @raydalio @dirtcheapstocks @shravanrayhaan

Top assets mentioned Adobe, Inc. (ADBE) PayPal Holdings Inc (PYPL) Evotec SE (EVO) Deckers Outdoor, Corp. (DECK) Amazon.com, Inc. (AMZN) Warner Bros Discovery, Inc. (WBD) Alphabet Inc Class A (GOOGL) Metadium (META) Alibaba Group (BABA) HP Inc (HPQ) Now Coin (NOW) Crocs, Inc. (CROX) Molina Healthcare, Inc. (MOH) UnitedHealth Group (UNH) Netflix Inc (NFLX) Kraft Heinz Co (KHC) Cypherium (CPH) Booking Holdings Inc (BKNG) ServiceNow Inc (NOW) MercadoLibre Inc (MELI) Eden (EDEN) Sirius XM Holdings Inc (SIRI) Snap, Inc. (SNAP) Uber Technologies, Inc. (UBER)

Top Social Posts

Top posts by engagements in the last [--] hours

"Reversing top line is the highest priority for $QVCGA since [----]. Among the reasons of declining revenue: Zulilly after covid (no more lockdown) cord cutting cyclicality inflation and more. Lots of challenges but huge reward in case of success"
X Link 2026-01-27T23:58Z [---] followers, [---] engagements

"Few years ago Cipher Pharma $CPH was a small and obscure debt free deep value stock trading at 1$ while valued at 11$ (picture 2). It's my biggest miss. It was a 20x"
X Link 2026-01-28T04:51Z [---] followers, [---] engagements

"My brokerage account with $QVCGA Harvard Business School The ultimate adult daycare https://t.co/e33jRRuq77 Harvard Business School The ultimate adult daycare https://t.co/e33jRRuq77"
X Link 2026-02-02T09:25Z [---] followers, [----] engagements

"My value for $ADBE. quite spot on. Not time to buy for me. Price alert set below 190$. There are better alternatives currently like $PNDORA $PYPL and more"
X Link 2026-02-04T14:45Z [---] followers, [---] engagements

"@DonniesDuick87 @adjebitdax Again thats not what I said. Read it a 15th time. Or ask Chat GPT maybe easier for you"
X Link 2026-02-07T20:03Z [---] followers, [--] engagements

"@DonniesDuick87 See. GPT man cant think by himself 🤣🤣"
X Link 2026-02-07T20:19Z [---] followers, [--] engagements

"@OskarBobkopf @adjebitdax Ahah thats what I wish for you man. Along with Team View 😉 no news about HTG though"
X Link 2026-02-07T20:22Z [---] followers, [--] engagements

"@RichardWedekin1 Great question. I meant whether its currently trading below your most conservative assumptions"
X Link 2026-02-08T22:12Z [---] followers, [--] engagements

"$BKNG is a company I love. It's the kind of compounder every investor wants to be invested in. But not at any price. Currently well valued by the market I want a minimum of 30% MoS thus buy only if it drops below 3000$"
X Link 2026-02-09T02:38Z [---] followers, [---] engagements

"$NOW - Service Now is starting to reach my sweet spot i.e. at least a 30% MoS to start to build a position. I used conservative assumptions"
X Link 2026-02-09T03:45Z [---] followers, [---] engagements

"$CROX is undervalued too"
X Link 2026-02-09T03:47Z [---] followers, [---] engagements

"Updated the % allocation as I changed the scoring model to better reward high ROCE companies. That's where I would go if I could deploy cash. Let's rebalance ech quarter & measure the returns made 1Y from now. $PNDORA $EVO $DECK $CROX $EDEN $MELI $SIRI $PYPL $NOW $MOH"
X Link 2026-02-09T04:06Z [---] followers, [---] engagements

"@varunv_malhotra What your range of revenue growth estimations for the next [--] years"
X Link 2026-02-09T12:38Z [---] followers, [--] engagements

"Dexia reported solid regulatory capital ratios just one month before its collapse in October [----]. Banking is complex and obscure. Dont invest in banks except if its in your circle of competence"
X Link 2026-02-09T15:46Z [---] followers, [--] engagements

"Predictability is everything. Here is a list of predictable companies. Buy such a company at a bargain price and let the compounding machine do the work for you"
X Link 2026-02-09T18:44Z [---] followers, [--] engagements

"And here is a list of less predictable companies. The valuation range for such companies is much larger. I found the idea of "predictability" in the book called "BUFFETOLOGY". A must read"
X Link 2026-02-09T18:44Z [---] followers, [--] engagements

"RT @value_insights_: Just published a new case study about an old Michael Burry investment made long before he became the famous investor"
X Link 2026-02-09T22:38Z [---] followers, [--] engagements

"TeamViewer AG $TMV is deleveraring nicely. Grows nicely. Is hidden from big money because it's makes less than $1B in sales. Consistently spitting FCF. And it is drastically undervalued. While trading near its 52wk low. You are welcome"
X Link 2026-02-09T22:49Z [---] followers, [---] engagements

"RT @TuckerCarlson: Ray Dalio on how to prevent another American civil war. (0:00) The Cycle of Civilizations (07:15) How Democracies Break"
X Link 2026-02-09T23:25Z [---] followers, [----] engagements

"RT @F_Compounders: Berkshire Hathaways Acquisition Criteria"
X Link 2026-02-09T23:31Z [---] followers, [--] engagements

"@ChristopheNour I like $EVO. Do you own it too"
X Link 2026-02-09T23:39Z [---] followers, [---] engagements

"$UNH is in my watchlist. I've also set a price alert if it drops below 240$ for a 30% MoS. It's a company owned by many "smart money". It's undervalued for sure. But I like to buy cheaper using conservative assumptions"
X Link 2026-02-10T00:07Z [---] followers, [----] engagements

"$QVCGA is either a make it or break it. Equity value is worth nothing. Enterprise value is worth a lot. Revenue growth is key here. Deleveraring is key too. They should sell the business to $AMZN. $NFLX buying $WBD makes sense. $AMZN buying $QVCGA also makes sense. [--] or 50x"
X Link 2026-02-10T00:17Z [---] followers, [---] engagements

"@adgiachino No entiendo lo que dices 🤣 $ADBE es una buena empresa"
X Link 2026-02-10T01:17Z [---] followers, [--] engagements

"$PLX.PA is another undervalued stock"
X Link 2026-02-10T12:30Z [---] followers, [---] engagements

"Snapchat $SNAP is starting to become interesting at this price"
X Link 2026-02-10T17:19Z [---] followers, [---] engagements

"The most interesting billionaire. All empires since the Dutch have used capitalism to create a virtuous cycle that leads to an empires demise.What happens when an empire can no longer borrow the money necessary to repay its debts History shows us that having too much debt during an economic downturn leads to a https://t.co/8Kz5o3FpEp All empires since the Dutch have used capitalism to create a virtuous cycle that leads to an empires demise.What happens when an empire can no longer borrow the money necessary to repay its debts History shows us that having too much debt during an economic"
X Link 2026-02-10T19:13Z [---] followers, [---] engagements

"The most interesting interview/podcast I listened to so far: https://youtu.be/M01NZc2QlDksi=3Bhdd5_zIpC7pQXz https://youtu.be/M01NZc2QlDksi=3Bhdd5_zIpC7pQXz"
X Link 2026-02-10T19:29Z [---] followers, [--] engagements

"Fuck it. It hurts"
X Link 2026-02-10T20:31Z [---] followers, [--] engagements

"I reached the 6.78$ today My brokerage account with $QVCGA My brokerage account with $QVCGA"
X Link 2026-02-10T22:09Z [---] followers, [---] engagements

"The prostitute of the day. How can someome move markets so much with no news"
X Link 2026-02-10T22:42Z [---] followers, [---] engagements

"@DonniesDuick87 Its a good thing because beauty products have high margins and are fairly easy to be sold. Now will we get wiped out as shareholders in the process Thats the big question mark"
X Link 2026-02-11T02:57Z [---] followers, [---] engagements

"I suspect some market manipulation from our favorite prostitute. She literally said nothing. No sources. No news from the company. Nothing. Except that talks were ongoing. $QVCGA The prostitute of the day. How can someome move markets so much with no news https://t.co/rNdGjpzBGH The prostitute of the day. How can someome move markets so much with no news https://t.co/rNdGjpzBGH"
X Link 2026-02-11T03:29Z [---] followers, [---] engagements

"RT @TmarketL: Jesse Livermore"
X Link 2026-02-11T04:08Z [---] followers, [--] engagements

"At this point there is nothing else to do with $QVCGA besides sitting tight. Jesse Livermore https://t.co/8EkdvluBrg Jesse Livermore https://t.co/8EkdvluBrg"
X Link 2026-02-11T04:09Z [---] followers, [---] engagements

"@GoodHouseCap Lets cross our fingers for the FCF if they can show $100M (in line with Fitch) ill be happy"
X Link 2026-02-11T15:34Z [---] followers, [--] engagements

"The current DTL is based on the original value of the debt. can't $QVCGA just "reset" the price to the lower market value of the debt which would create a Cancellation of Debt Income (CODI) And use the "Insolvency Exclusion" to avoid paying cash taxes on that "gain""
X Link 2026-02-11T19:23Z [---] followers, [---] engagements

"@commonsense6174 Did she for example mention that QVC Group isnt just sitting ducks they have some of the smartest tax lawyers in the world trying to turn those liabilities into a "fresh start" Any mention of CODI Out-of-court restructuring ZERO. Absolute ZERO"
X Link 2026-02-12T01:09Z [---] followers, [--] engagements

"@RayDalio Thank you for this valuable principle Ray"
X Link 2026-02-12T01:35Z [---] followers, [--] engagements

"Am back sharing DD content. So. READ - $QVCGA https://www.americanbar.org/content/dam/aba-cms-dotorg/products/inv/book/278736997/Chapter%201.pdf https://www.americanbar.org/content/dam/aba-cms-dotorg/products/inv/book/278736997/Chapter%201.pdf"
X Link 2026-02-12T02:10Z [---] followers, [---] engagements

"$QVCGA https://www.debevoise.com/-/media/files/pdf/my-chi-to--pdf.pdf https://www.debevoise.com/-/media/files/pdf/my-chi-to--pdf.pdf"
X Link 2026-02-12T02:25Z [---] followers, [---] engagements

"@HunterQVC Could be in the table indeed. By triggering a "significant modification" Q* gets to "reset" the tax value of their debt for example from $1000 down to the $600 market price. The $400 gain is clalled CODI. Normally youd pay taxes on that $400 gain. BUT"
X Link 2026-02-12T02:44Z [---] followers, [--] engagements

"@HunterQVC But. because QVCs debts are currently higher than its assets (they have negative equity) they can use the Insolvency Exclusion. So in the illustrative example above they would wipe $400 of debt off their future tax books without writing a check to the IRS today"
X Link 2026-02-12T02:45Z [---] followers, [--] engagements

"$QVCGA Some late night thoughts. https://open.substack.com/pub/thevalueinvestormindset/p/is-qvc-group-deadr=3hsfyr&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/thevalueinvestormindset/p/is-qvc-group-deadr=3hsfyr&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-12T04:34Z [---] followers, [---] engagements

"Participating holders of the $QVCGA unsecured debt could be offered a combination of cash paydowns and exchanges into a new Super-priority debt. Pay 15cts on the dollar extend and reprice the remaining 85% into new Super-priority debt. Good way to entice anyone"
X Link 2026-02-12T13:03Z [---] followers, [---] engagements

"The management of $QVCGA will use both "carrots" (higher coupons and seniority) and "sticks" (priming and collateral stripping) to achieve a high participation rate during their out-of-court restructuring"
X Link 2026-02-12T13:57Z [---] followers, [---] engagements

"We need the shift. While the "denominator" (legacy cable TV revenue) is shrinking the "numerator" (high-value social and streaming) finally beginning to achieve the scale necessary to stabilize the business. Thats the shift for $QVCGA"
X Link 2026-02-12T14:15Z [---] followers, [---] engagements

"Would make sense and be completely genius for $QVCGA"
X Link 2026-02-13T13:47Z [---] followers, [---] engagements

"$UBER is a sell"
X Link 2026-02-13T20:41Z [---] followers, [---] engagements

"The key to an agreement is here. Will the turnaround plan and pivot to growth strategy of $QVCGA be supported by creditors They must show tangible results on that front. Lets keep an eye on that February 26th earnings call - thatll be the next big tell"
X Link 2026-02-12T01:30Z [---] followers, [---] engagements

"$QVCGA loves debt exchanges. They will be going there too. It's just a question of buying time to execute the social and streaming strategy (which is good IMO)"
X Link 2026-02-12T02:32Z [---] followers, [---] engagements

"Where does CBI stand in all that $QVCGA mess Will it be the entity that raises new loans If so theyll likely use the proceeds to then make an interco loan to the parent which will then pay down participating debt at various discounts. Speculative thoughts"
X Link 2026-02-12T14:03Z [---] followers, [---] engagements

"$QVCGA will offer a mix of cash and new notes. Thats how they usually play it. Management will soon show us that the company is proactively managing its balance sheet"
X Link 2026-02-12T14:07Z [---] followers, [---] engagements

"Plummeting. Blood bath in the markets for few months now"
X Link 2026-02-12T21:28Z [---] followers, [---] engagements

"Ouch that hurts lol. The market is collapsing on so many names. The Ai frenzy (especially vibe coding) is creating structural changes"
X Link 2026-02-13T19:32Z [---] followers, [---] engagements

"For $QVCGA I would highly recommend you to read: and and this: Once done send me a chat (or chat in the $QVCGA group) and let's talk. https://ir.lumen.com/news/news-details/2024/Lumen-Technologies-Completes-TSA-Transactions-Enabling-Transformation-Strategy/default.aspx https://octus.com/resources/articles/octus-estimates-a-1-7b-deferred-tax-liability-on-liberty-interactive-llc-exchangeable/ https://www.lw.com/admin/upload/SiteAttachments/Alert%202700v7.pdf https://ir.lumen.com/news/news-details/2024/Lumen-Technologies-Completes-TSA-Transactions-Enabling-Transformation-Strategy/default.aspx"
X Link 2026-02-12T01:15Z [---] followers, [---] engagements

"Malone and Maffei are masters of the "exchange offer" and the "consent solicitation". So IF the company were to tackle the QVCGP liability it would likely do so through a formal exchange offer. Unlikely for $QVCGA to execute a creeping tender for the QVCGP shares"
X Link 2026-02-13T18:21Z [---] followers, [---] engagements

"My entry price for $ADBE if nothing fundamentally changes in the business Below $200. DCA all the way down"
X Link 2026-02-13T20:52Z [---] followers, [---] engagements

"Am waiting for ESG Ai in Europe"
X Link 2026-02-14T01:03Z [---] followers, [--] engagements

"@commonsense6174 @adjebitdax Lets face it $QVCGA is not a wonderful business. Its a retail business after all. It used to have a moat thats now eroding since [----] with cable tv loss. Buffet wouldve never invested in $QVCGA. Not does Fisher. In retrospect I made a mistake allocating my capital there"
X Link 2026-02-10T22:38Z [---] followers, [---] engagements

"The current negative sentiment on $PYPL is gonna push the market price further down. I bet smart money is going to get in soon. Keep adding until you build a confortable position"
X Link 2026-02-03T20:36Z [---] followers, [---] engagements

"@mr_deepvalue Just move your money out of Europe. Even more simple. Or if you really want to stay in Europe go to Luxembourg (0% tax on capital gains if held for more than [--] months)"
X Link 2026-02-15T19:02Z [---] followers, [---] engagements

"What shall I tell/ask him He is a nice guy who always answers. He is our hope (along other Execs) as he is the Chief Growth Officer. $QVCGA"
X Link 2026-02-15T19:46Z [---] followers, [---] engagements

"$ADBE reaching great levels. Still some great opportunities out there we don't have to miss them in [----]. - https://www.thevaluescreener.com/fair-valueticker=ADBE:US https://www.thevaluescreener.com/fair-valueticker=ADBE:US"
X Link 2026-01-19T21:58Z [---] followers, [--] engagements

"@dirtcheapstocks Youll maybe find new bargains on the its free 😉 http://thevaluescreener.com http://thevaluescreener.com"
X Link 2026-01-20T21:30Z [---] followers, [---] engagements

"Which stocks are you buying for [----] Still impressed not MORE Smart Money buying $DECK. $DECK $ADBE $GOOG $META $LULU $NFLX $BABA $FISV $V"
X Link 2026-01-21T23:41Z [---] followers, [---] engagements

"$KHC slowly and carefully deleveraring its balance sheet. Why would Warren Buffet sell his stake now Kraft Heinz's Top Shareholder Berkshire Plots Exit https://t.co/sn4iHN5obh Kraft Heinz's Top Shareholder Berkshire Plots Exit https://t.co/sn4iHN5obh"
X Link 2026-01-21T23:51Z [---] followers, [---] engagements

"Stable revenue you said $KHC"
X Link 2026-01-21T23:57Z [---] followers, [--] engagements

"Ok I have to acknowledge that AI is deeply impacting a lot of companies. I just created a tailored image for free without photoshop or any tool from $ADBE Is it the black swan we were waiting for"
X Link 2026-01-22T15:07Z [---] followers, [---] engagements

"@shravanrayhaan Fear mostly I guess"
X Link 2026-01-28T08:23Z [---] followers, [--] engagements

"Already talked about it this stock is an undervalued opportunity trading at 4x MC/FCF and 6x EV/FCF. Stock #5 is $ADRNY Dutch company. Market price is well below the worst case scenario + I shopped there once. POTENTIAL 2/3 bagger. $BABA $GOOG $META $AMZN $HPQ $WBD"
X Link 2024-04-22T01:30Z [---] followers, [---] engagements

"This obscure and small company based in Malta is an undervalued opportunity trading at 5x MC/FCF and 5x EV/FCF. Stock #6 is $KMBIF Market price is well below the worst case valuation scenario. NO DEBT. POTENTIAL 2/3 bagger. $BABA $GOOG $META $AMZN $HPQ $WBD"
X Link 2024-04-22T02:18Z [---] followers, [---] engagements

"$MHJ:AU is my favorite stock pitch in the Australian market. They sell jewelry a high perceived value item. They can withstand this inflation crisis. And they are undervalued. Am buying the stock and will wish it drops below 020$ LOL. Bookmark if you don't want to loose it"
X Link 2024-10-07T13:45Z [---] followers, [---] engagements

"From an EV perspective (highlighted in the red box) Christian Dior $CDI (+ $LVMH) is drastically undervalued. The stock is worth AT LEAST 800$ (potential 40% rally). High quality business with a strong moat. In the meantime insiders are buying like crazy"
X Link 2024-11-06T13:35Z [---] followers, [---] engagements

"Amazon cares a lot about providing an awesome shopping experience. Its key. Does $QRTEA have someone for that task"
X Link 2025-02-18T13:58Z [---] followers, [---] engagements

"Clearly the new initiatives havent yet fully replaced the lost traditional sales. One worrying metric was a 9% decline in customer count for QVC US/HSN in Q4 [----] including a 17% drop in new customers"
X Link 2025-03-30T01:52Z [---] followers, [---] engagements

"This suggests that despite streaming and social efforts QVC Group is still struggling to attract new shoppers at the rate it needs. The strategic bet is that the live streaming pivot will over time rejuvenate the customer pipeline"
X Link 2025-03-30T01:52Z [---] followers, [--] engagements

"QVC Group late last year laid out a plan that includes creating streaming content across Tik Tok YouTube TV Hulu Facebook Instagram and more. But people are obsessed about Tik Tok I dont know why"
X Link 2025-04-22T17:37Z [---] followers, [---] engagements

"What is this company that has been growing revenue steadily for 10Y while having a very stable FCF margin It has virtually no debt great ROCE (despite the decrease). It's directly coming from and it's Constellation Software Inc. - $CSU https://www.thevaluescreener.com https://www.thevaluescreener.com"
X Link 2026-01-16T00:29Z [---] followers, [---] engagements

"$PNDORA is getting extremely enticing at these prices. https://www.thevaluescreener.com/fair-valueticker=PNDORA:DK https://www.thevaluescreener.com/fair-valueticker=PNDORA:DK"
X Link 2026-01-19T21:39Z [---] followers, [---] engagements

"$ADBE - Adobe Systems Incorporated is getting interesting at those prices. https://www.thevaluescreener.com/fair-valueticker=ADBE:US https://www.thevaluescreener.com/fair-valueticker=ADBE:US"
X Link 2026-01-19T21:48Z [---] followers, [---] engagements

"Does Ubisoft $UBI have a moat The stock is plummeting hard lots of bad news and maybe some mismanagement. Value stock Or value trap"
X Link 2026-01-22T16:27Z [---] followers, [---] engagements

"@jr_kitty_kat You mean $IP for International paper Or $UBI"
X Link 2026-01-22T17:03Z [---] followers, [---] engagements

"@mr_deepvalue I feel its worth more than that given the margins they have"
X Link 2026-01-27T19:57Z [---] followers, [--] engagements

"It's not a screaming deal (yet) but lots of investors modestly owning $UNH. The 15% margin of safety is descent. FCF margin is not erratic which makes it pretty easy to value. The big question mark is growth but at a 0% it becomes a no brainer below 215$"
X Link 2026-01-27T22:46Z [---] followers, [---] engagements

"Hmmmm. $CVS"
X Link 2026-01-27T23:52Z [---] followers, [---] engagements

"Am I missing something on Pandora $PNDORA Deep value or is there an information I don't have in mind It's near it 52-Week Low of DKK484.00. 52-Week High - DKK1415.00"
X Link 2026-01-28T04:23Z [---] followers, [---] engagements

"Mickael Burry & Bill Nygren own this undervalued company ($MOH) trading with a 40+% MoS using conservative assumptions. used to trade around $320+. FCF Margin is too thin & erratic for me to consider a big position but a 3% allocation is fair for any value investor"
X Link 2026-01-28T08:29Z [---] followers, [--] engagements

"What am I missing on Evolution AB $EVO Deep value or value trap I used fairly conservative assumptions. I love the data and trends though. 3Y ROIC27%"
X Link 2026-01-28T19:02Z [---] followers, [----] engagements

"Reminds me $QVCGA. https://youtube.com/shorts/BjGqJ1XmYrEsi=p7JlxuSEuLMB6VDx https://youtube.com/shorts/BjGqJ1XmYrEsi=p7JlxuSEuLMB6VDx"
X Link 2026-01-29T03:09Z [---] followers, [---] engagements

"Buying $HPQ (boring business) now that I have a 30% margin of safety. Stable revenue and FCF margin makes it pretty straightforward to assign a range of values. This is the valuation output of $HPQ a stock also owned by Warren Buffet. It would become a good buy to us below its 52wk low i.e. below 25$. Add it to your watchlist and set a price alert if it goes below 25$. https://t.co/wLS5Im7lgr This is the valuation output of $HPQ a stock also owned by Warren Buffet. It would become a good buy to us below its 52wk low i.e. below 25$. Add it to your watchlist and set a price alert if it goes"
X Link 2026-01-29T21:20Z [---] followers, [--] engagements

"A small snapshot of my Watchlist for [----] (36 undervalued stocks in total). $VAN $BOSS $A3M $SDL $TZOO"
X Link 2026-01-29T22:43Z [---] followers, [---] engagements

"I like this high ROIC undervalued stock. I've set a price alert if it goes below 11$ (giving me a 30%+ MoS). Ticker symbol: $BEC and it's trading in Italy"
X Link 2026-01-29T23:56Z [---] followers, [---] engagements

"Falling knife Value investment or value trap Vibe coding/AI is gonna destroy moatless software companies (Adobe Photoshop for example). What is an example of a software with a strong moat Excel Power Point etc. is entirely vibe coded btw. https://www.thevaluescreener.com https://www.thevaluescreener.com"
X Link 2026-02-02T09:23Z [---] followers, [--] engagements

"$PYPL is now below ALL the conservative valuation metrics after plummeting 20%. It's therefore time for me to build a position. Their results were not so catastrophic. The margin of safety is nice (I always aim for at least 30%). I will add on the way done"
X Link 2026-02-03T20:28Z [---] followers, [---] engagements

"The exact type of company that is gonna get destroyed by vibe coding. Unlike softwares with a big moat and high switching costs like Excel Word Aladdin; Bloomberg etc"
X Link 2026-02-04T17:51Z [---] followers, [--] engagements

"$UBI is plummeting hard"
X Link 2026-01-22T15:41Z [---] followers, [---] engagements

"Now give me the same luck but for $QVCGA 🤣🤣 Mentionned I will build a position on 13/01 actually built it on 24th enjoying the fruits. Can definitely go to 200$ as its a high growth AND high ROIC company. I like $DECK I would definitely build a position. Great company growing book value per share each single year among so many other great stuff. https://t.co/wzQ7oH40IF I like $DECK I would definitely build a position. Great company growing book value per share each single year among so many other great stuff. https://t.co/wzQ7oH40IF"
X Link 2026-01-31T15:46Z [---] followers, [----] engagements

"De Longhi $DLG was deeply undervalued (52wk low - [--]. At this price it had a 45% Margin of Safety. It now only has a 10% MoS. There are currently other deeply undervalued stocks. If you don't want to miss them check out (100% FREE) https://www.thevaluescreener.com https://www.thevaluescreener.com"
X Link 2026-02-02T16:44Z [---] followers, [---] engagements

"At its 52wk low Linamar Corporation $LNR used to be one hell of a value bargain. At its current price of 86$ there is still some room left to reach its full value"
X Link 2026-02-02T23:26Z [---] followers, [---] engagements

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