[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Rose Celine Investments 🌹 [@realroseceline](/creator/twitter/realroseceline) on x 7993 followers Created: 2025-07-21 14:05:51 UTC “It’s Worth More” Is Not an Investment Thesis People say a stock should be worth more, but they rarely stop to ask why or how. Take $OSCR for example. Not to single it out, but it trades around $XX and there’s a general feeling it should be worth more. That might be true, but mostly I see a lot of optimism and vague reasoning. But this isn’t about Oscar, it’s about how we think and how we can become better more thoughtful investors. “Worth more” is easy to say. Obviously we all want to buy something for $XX and have it be worth $XX. That’s the game, but just saying “it’s undervalued” is a shallow way to think. Growth is good, but growth without efficiency is a trap. What actually matters is how a business grows. Can it grow without burning cash or without massive reinvestment? Can it expand while improving margins? Is management disciplined with headcount, product priorities, and capital allocation? Are they hiring people who improve the business or just fattening the org chart? We’ve recently seen a lot of bloated companies fire people by the thousands. These are harder questions. They’re not as fun as pointing to a chart and saying “UP.” But they’re what separates investing from gambling, and what separates an amateurs from “thinking investors”. The best businesses don’t just grow, they grow “WELL”. They have high returns on invested capital and high returns on capital employed. They scale without wasting resources and require minimal capital to grow. They know when to push and when to pause. That’s what makes something valuable over time. So next time you hear someone say “this stock is worth more,” just pause. Ask, “why?” Not in a confrontational way, but in a real way. Because without that answer, all we’re doing is betting on irrational exuberance. And as you can guess, that usually doesn’t end in a with bouquet of roses (pun intended). 🌹 XXXXXX engagements  **Related Topics** [oscar](/topic/oscar) [theres a](/topic/theres-a) [investment](/topic/investment) [celine](/topic/celine) [$oscr](/topic/$oscr) [Post Link](https://x.com/realroseceline/status/1947296969984242040)
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Rose Celine Investments 🌹 @realroseceline on x 7993 followers
Created: 2025-07-21 14:05:51 UTC
“It’s Worth More” Is Not an Investment Thesis
People say a stock should be worth more, but they rarely stop to ask why or how.
Take $OSCR for example. Not to single it out, but it trades around $XX and there’s a general feeling it should be worth more. That might be true, but mostly I see a lot of optimism and vague reasoning.
But this isn’t about Oscar, it’s about how we think and how we can become better more thoughtful investors.
“Worth more” is easy to say. Obviously we all want to buy something for $XX and have it be worth $XX. That’s the game, but just saying “it’s undervalued” is a shallow way to think.
Growth is good, but growth without efficiency is a trap. What actually matters is how a business grows. Can it grow without burning cash or without massive reinvestment? Can it expand while improving margins? Is management disciplined with headcount, product priorities, and capital allocation? Are they hiring people who improve the business or just fattening the org chart? We’ve recently seen a lot of bloated companies fire people by the thousands.
These are harder questions. They’re not as fun as pointing to a chart and saying “UP.” But they’re what separates investing from gambling, and what separates an amateurs from “thinking investors”.
The best businesses don’t just grow, they grow “WELL”. They have high returns on invested capital and high returns on capital employed. They scale without wasting resources and require minimal capital to grow. They know when to push and when to pause. That’s what makes something valuable over time.
So next time you hear someone say “this stock is worth more,” just pause. Ask, “why?” Not in a confrontational way, but in a real way. Because without that answer, all we’re doing is betting on irrational exuberance. And as you can guess, that usually doesn’t end in a with bouquet of roses (pun intended).
🌹
XXXXXX engagements
Related Topics oscar theres a investment celine $oscr