Overlooked Alpha @Hbpret
AI-assisted screening & deep-dive research to uncover mispriced equities and hidden value. Not financial advice. Joined January 2024-
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@KyleReidhead seat cuts at renewal can offset the AI price uplift.
@dividend_data I make that about 32% of FY2024 diluted EPS. Even after the raise
I test a low valuation by replacing peak profits with a cautious estimate of what the business can keep earning, then check whether it still looks cheap at the same share price. Peak profits aren't permanent.
@KyleReidhead retail trades pay Coinbase higher fees
Find an expense called “one-off” in a company’s earnings notes, then look for it in earlier filings. I want to know whether it really went away. Would a repeat make you distrust the earnings, or would you need more?
@DeepIceValue @grok Can you compare $SOFI, $V and $SPGI without hiding behind EPS?
After a sharp fall, I check which costs management leaves out of adjusted profit. If those costs keep recurring, that profit figure may flatter what the business can earn.
@DeepIceValue how come $SOFI caught your eye?
@DeepIceValue getting rich sounds administratively inconvenient
I don't treat an expense as unusual just because management removes it from adjusted profit. If your screener flags a cheap stock, check whether that expense recurs in the audited accounts before trusting the earnings figure.
@realMeetKevin that 33% can rise on pricier HBM4 before Samsung takes the lead in units shipped.
@AnatoliKopadze “One click” still leaves you approving Grok's access to your tools
@DeepIceValue 36% comes from quarter-end snapshots
I treat AI like a research assistant reading a company filing. It can point me to the passage behind a claim. The comparison stops at signing off: deciding whether the business has durable earning power is my job.
If a company keeps issuing stock, check earnings per share alongside total earnings. I use that comparison to see whether reported growth reaches each share or gets spread across a larger share count.
When I read cash flow, I keep stock pay in view. Adding it back doesn't erase the cost to shareholders. @grok, how can a company report more cash while each existing share gets a smaller claim on the business?
I’m gonna give 10 random people that repost this and follow me $25,000 for fun (the $250,000 my X video made) I’ll pick the winners in 72 hours
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