Deep Value Investor

$IREN <--- That needs to be clickable or the investing community will continue to avoid @bsky.app

@bsky.app any progress on this? X is being overrun by bots, now is the time to capitalize

Google removes pledge to not use AI for weapons, surveillance The company updated its 'Responsible AI' principles, which no longer includes a pledge to not use AI for weapons or surveillance.

Google has removed a pledge to abstain from using AI for potentially harmful applications, such as weapons and surveillance, according to the company’s updated “AI Principles.”

If only @bsky.app would make clickable $ hashtags for stocks a things I would actually use this app instead. Until then I still have to give Elon views. Fix it BlueSky

Trump announced the trade war on Saturday when markets were closed. Right now stonk futures are opening about 2% down. He had actually announced these tariffs on Thursday, so a lot of this had already been priced in. Bottom line: Markets think this is bad for business.

Hostile Takeover “Department of Government Efficiency” Hijacks The Federal Government

“Make no mistake, what’s happening right now is a hostile takeover of the federal government by a private agency operating with a broad mandate and no concerns for the stability of the United States or the interests of the average American.”

It's nice making enough to not even notice while watching these MAGA folks struggle to justify it and pay their bills. I'll just be here eating popcorn. Oh and I'll thank them for electing someone that will give me an additional 100-150k tax cut that I dont really need while they pay more.

The irony of people doing this fake virtue signaling (after an entire campaign rife with fainting spells over the cost of eggs), is that their political deity is famous for manufacturing his clothing outside the US and for failing to pay American contractors.

@mcuban.bsky.social do you agree

The simple fact is under Biden our economy did SO well after COVID that we can afford more foreign goods bc our currency is strong & theirs have weakened, making their goods cheap to us. This is economics 101 which Trump doesn't understand. We WANT this to continue, it is a sign we are prospering.

Donald Trump has convinced his blind ignorant followers that we are facing a trade deficit crisis bc of our increasing deficit. Here's the thing .. That's what is SUPPOSED to happen when you have an economy distancing itself from the rest of the world & a currency that is the strongest in decades.

@bsky.app @support.bsky.team we need clickable stock hashtags support ASAP using $ for stock symbols like $NVDA.

It is literally keeping thousands of us from switching from X

What can we do to get @bsky.app to implement clickable stock hashtags with $

...your RoR on the other 20% is higher than the 80% for at least 5 years in a row AND that includes a bear market.

The 4th is learn to manage risk. The biggest mistake investors make is being 100% invested at the peak. Warren Buffett has 30% cash right now for a reason.

The 1st piece of advice I would give new investors is start w 80% in index funds.

The 2nd is don't invest on hope and momentum. Read the financial statements & listen to earnings calls. Understand valuation.

The 3rd is don't lower that 80% until...

$FIHL Fidelis Insurance Holdings

1.84B Market Cap
463M net income
PE of 4
2.42% dividend
Repurchased ~$100M in shares last 9 months
20-25% growth & increase in shareholder equity YoY
40% FCF margin
Trading at 70% TBV

Defensive industry w great valuation. Does it get any better?

🧪
If I were Canadian PM I would immediately:

1. Create a new $15B science fund

2. Offer any credentialed US scientist funding for lab startup and replacement of NIH grants if they move to Canada

3. Immediate permanent residency

4. Citizenship after 2 years

Overnight a science superpower

I meant it was stupid that NVDA money is flowing into AAPL

The irony of unelected bureaucrat Elon Musk whining about unelected bureaucrats.

Bro is trying to oust a senior treasury official because he wants access to sensitive government payment processing systems.

Talk about tyranny.

This is a reminder that no one can convince Trump voters to no longer support Trump, better than Trump can.

I wonder if $XOM Exxon shareholders have noticed the over 12% dilution over the last 9 months. Not a trend I would want to be a part of. Why is a company that makes 33 BILLION in annual profits diluting shareholders?

Buying opportunity for soon to be the most profitable company in the world. Cheaper inference for AI just means more usage. Training and server demand for AI will still be through the roof, bullish for $NVDA

People should be selling $AAPL and $TSLA

Stupid IMO. $AAPL Apple hasn't grown in 3-4 years. It should be trading at a PE of 20-25.

$NVDA. NVidia has possibly the best buying opportunity it has had in a year... This quarter's earnings will blow past estimates w Elon spending an extra 1-2B to skip the line 4 H100s Tesla $TSLA.

$TSLA Tesla is trading at a multiple that is nothing short of insane.

$GOOG is the cheapest of the Mag7

$AMZN is quietly positioned to profit massively from AI

$MSFT is always understimated and undervalued

$NVDA is the new $AAPL

$AAPL is the new $IBM

$META prints 💰

Most undervalued stock I own?
💵 💵💰💰💵💵

Optimum Bank $OPHC
$43M market cap
11.7M net income
$1.32 EPS

PE 3.47 (Yes, under 4)
>50% YoY Net interest income growth
>100% YoY Net income growth
79% YoY EPS growth

Net loans up from 573M to 769M YoY
Tangible BV 9.26, trading at under 50% BV

Most undervalued stock I own?
💵 💵💰💰💵💵

Optimum Bank $OPHC
$43M market cap
11.7M net income
$1.32 EPS

PE 3.47 (Yes, under 4)
>50% YoY Net interest income growth
>100% YoY Net income growth
79% YoY EPS growth

Net loans up from 573M to 769M YoY
Tangible BV 9.26, trading at under 50% BV

Most undervalued stock I own?
💵 💵💰💰💵💵

Optimum Bank $OPHC
$43M market cap
11.7M net income
$1.32 EPS

PE 3.47 (Yes, under 4)
>50% YoY Net interest income growth
>100% YoY Net income growth
79% YoY EPS growth

Net loans up from 573M to 769M YoY
Tangible BV 9.26, trading at under 50% BV

Freezing federal research grants put thousands of private companies at risk who depend on that money

Using blunt force to reduce the federal workforce.

The uncertainty in general spooks the stock market

I'm sure there are more, but each one pushes us to recession. Death by a thousand cuts.

Biggest risk to the American economy? This administration.

Tariffs are recessionary

Withholding disaster aid causes businesses to close forever

Forcing the Fed to lower rates will paradoxically cause a rise in Treasury rates & lending rates bc of fears of worsening inflation

Most undervalued stock I own?
💵 💵💰💰💵💵

Optimum Bank $OPHC
$43M market cap
11.7M net income
$1.32 EPS

PE 3.47 (Yes, under 4)
>50% YoY Net interest income growth
>100% YoY Net income growth
79% YoY EPS growth

Net loans up from 573M to 769M YoY
Tangible BV 9.26, trading at under 50% BV