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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 6200 followers
Created: 2025-07-24 20:54:58 UTC

“Cheap” is doing a lot of work in that tweet.

Here’s the sanity check I’d drop:

Throwing $NU, $ASML, $MELI, $UNH, $SG, $DLO, $LGCY, $OSCR into one “cheap” bucket = vibes, not valuation.

$UNH 13–14X XX EPS, X% FCF yield => reasonably cheap if MLR peaks.
$NU XX% ROE at 7X book => quality, not bargain bin.
$ASML 25X EPS / 20X EV/EBITDA => secular winner, but “cheap”? No.
$OSCR still negative EBITDA w/ 86–87% MLR guide p=> option value, not cheap cash flow.
$DLO nets 20%+ EBIT margins & sits on cash arguably the only true “cheap growth” in that list.

I price mispriced cash flows and durability, not ticker aesthetics.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948487090934542719/c:line.svg)

**Related Topics**
[lgcy](/topic/lgcy)
[asml](/topic/asml)
[eps](/topic/eps)
[$lgcy](/topic/$lgcy)
[$asml](/topic/$asml)
[$nu](/topic/$nu)
[nu holdings](/topic/nu-holdings)
[stocks financial services](/topic/stocks-financial-services)

[Post Link](https://x.com/Next100Baggers/status/1948487090934542719)