Jayo

This graphic is wonderful.

I can't tell you how much pain I endure when I click on a game link on Baseball Savant that takes me to MLB.com.

@mikepetriello.bsky.social

#valueinvesting #investing #s&p500

Biggest question most folks have right now is when do I buy?

I like to follow following link, which gives you some historical perspective on the S&P's PE over the years.

As you can see, S&P still is expensive.

worldperatio.com/major-stock-...

$UAL up 6.47% for the day.

Earnings Q4:

Airlines have greatly benefited from the expansion of premier seating, especially United. Also, keep in mind, they'll begin adding starlink 2025.

And yes, their food still is not great, but that leaves some room for improvement on the table. 😂

Thank you, great share 👍

IMO, their reliance on past franchise shoes (Jordans, dunks, air max) is concerning.

There is rarely ingenuity in the releases and I think the public has tired of the lack of ideas.

They need a creative director and outside voice. Virgil Abloh would have been perfect RIP.

#valueinvesting

I’m not so sure $NIKE is a good buy on the dip.

We’re talking about -23% in the last 5 years.

Their competition by $DECK (Hoka/Ugg) $ON (on cloud) and $CROX is real.

Massive miss by Nike on the comfort trend.

Also, I can’t personally name an exciting shoe they’ve released since the fly knits.

This is a great deal. Perplexity pro free for a 1-month! 🎄🎅🏼

Saw their founder post this.

Highly recommend, it’s replaced a lot of my Google queries, and is dynamic.

I love all the options with it. Lmk if you guys want me to show you how I’m using it.

I haven't been monitoring them, but I'll take a look. If the market continues to sour, there could be some good buys on the horizon.

Hide your kids, hide your wife. 💀

VIX +74%

FYI, if you had money on the sidelines, the sale has begun.

Value is getting more challenging to find.

Nice, thanks. Will bookmark!

S&P 500’s current PE ratio 30.75 as of 12/13.

Historical median is 17.92.

Not saying it’s a bubble, but be aware, stocks are not cheap.

#valueinvesting #investing

Exxon can’t resist the AI power gold rush | TechCrunch The oil and gas company announced that it’s planning to build a massive power plant for data centers.

Exxon is aiming to fill the gap for power that is needed for AI data centers. Not a bad move IMO.

"According to one estimate, nearly half of new AI data centers might not have enough power by 2027. "

techcrunch.com/2024/12/13/e...

#ai #datacenters #valueinvesting

Starlink coming to United ($UAL) in 2025 too. And it'll be free.

Now if they could just figure out how to get better food on those flights.. 😆

Why are airline stocks up?

Southwest ($LUV) & American Airlines ($AAL) raised 4Q guidance.

- 3M passengers on Sunday, the highest number ever on a single day. (wow) 😱
- 31M passengers set to fly over the holiday period vs 29M in 2023. 6.89% increase

$UAL, $DAL are my top 2

(not investing advice)

HOT DEAL 🔥

Perplexity Pro has a 1 year free deal for Xfinity subscribers. Here's the blog post if you want to do it.

(I'm not paid for this post)

This tool is amazing, you're getting a $20/month value for a free 99.

www.perplexity.ai/hub/blog/red...

a man in a suit and tie is clapping his hands together . ALT: a man in a suit and tie is clapping his hands together .

Keep up the good content!

Some other accounts I respect are supportive of them as well. I'll have to check out!

Shoot!

How ARM Became The World’s Default Chip Architecture (with ARM CEO Rene Haas) ACQ2 by Acquired · Episode

Outstanding podcast on Arm.

AI/CPUs/GPUs. A must listen to anyone interested in AI.

open.spotify.com/episode/2sxL...

#investing #ai #technology

Black Friday, Cyber Monday shoppers exceed expectations both in stores and online The National Retail Federation said it expects a healthy holiday shopping season.

Black Friday was a hit (link) 🚀

Still, lots of credit card debt, but it doesn't seem to be a deterrence. Shoppers focusing more on bargain/value.

I'm avoiding electronics stocks. $BBY & $DELL both had issues. I'm targeting value apparel.

$GAP, $TJX, $ROST

www.usatoday.com/story/money/...

Outstanding piece on Amazon by @jholman.bsky.social

I musta been under a rock, but its wild they built a whole new fulfillment network in 2023, when they were already so good at it.🤯

The Wall Street Journal WSJ Bundle $1/week, 92% off first year Terms: - Unlimited access to WSJ, MarketWatch, and Barron's across all platforms and mobile devices, plus the 10-point, a WSJ subscriber-exclusive daily newsletter. - You will be charged $4.00 +

For anyone who wants to learn to invest. You NEED great sources of information, and this is a helluv a deal.

Remember, the investing greats (Buffett, Munger), were voracious readers. You need to build knowledge constantly.

I'm not in any way affiliated w/ WSJ.

slickdeals.net/f/17958483-t...

Gap Inc. Reports Third Quarter Fiscal 2024 Results, Raises Full Year Outlook /PRNewswire/ -- Gap Inc. (NYSE: GAP), the largest specialty apparel company in the U.S. and a house of iconic brands including Old Navy, Gap, Banana Republic,...

Yeap, sales up across the board in all brand lines via last earnings (Nov 21)

- Old Navy: $2.2B +1% vs last yr
- Gap: $899M +1% vs last yr
- Banana Republic: $469M +2% vs last yr
- Athleta: $290M +4% vs last yr

I'll have to take a look, appreciate the recs!

And, I'm always happy to meet another member of the boring investor club!

A few other boring positions i'm working on right now are:
$GAP, $MRK

I personally aim for companies with good PEG ratios (0.5-1.5) along with solid PE(ttm), PE(fwd), and cash flow probably.

A) people get caught up in hype. The FOMO drives people to get in too late. And boring gets results, look at UAL (United) vs SPY this yr.

136.3% vs 27.81%

B) is like drafting a QB in the 1st round. It's exciting and fun, but sometimes it's a guy that's outta the league in a year or two. 🤷‍♂️

I love the fundamentals. US/China relations and China's economy concern me though.

Norwegian Cruise Line was also one of the upgrades.

Good excerpt from a Deloitte Holiday Retail report for the holidays.

"Spending on experiences is expected to increase 16% this yr."

#valueinvesting #investing #$RCL #$UAL

www2.deloitte.com/content/dam/...