Finding Value @finding_value_
Data Engineering Manager by profession, on a mission to find value in the stock market. Not financial advice, do your own due diligence Joined October 2021-
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Finding Value retweeted
Round of applause and firm handshakes all around. We did it folks.
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Finding Value retweeted
Booking Holdings $BKNG just announced their first-ever credit card: • 6% back on stays booked on Booking.com • 5% back on other travel purchases made via Booking.com • 3% back on dining, gas, and groceries • 2% back on all other purchases • +1%…
Add $cprt to the list. I have $lulu and $nvo from this list and will look to add $cprt if it stays at these levels or drops lower.
Add $cprt to the list. I have $lulu and $nvo from this list and will look to add $cprt if it stays at these levels or drops lower.
Finding Value retweeted
$UNH and $NVO remind me of $META in 2022 META fell -77% to $89 because of overblown fears of cost overruns, regulatory concerns and increasing competition. However, the underlying business itself was still extremely profitable Today, $META is over $770. Great businesses always…
$lulu. Agreed. I am holding on to my position
$lulu. Agreed. I am holding on to my position
Bought more $nvo today
Bought more $nvo today
Finding Value retweeted
Snapshot of an elite $META quarter:
$meta up 60% since this tweet in just 3 months! When a business like this trades at 20 times earnings, buy it!!
$meta up 60% since this tweet in just 3 months! When a business like this trades at 20 times earnings, buy it!!
Looks like i was early on $nvo , but I am adding to it here. Sentiment is down in the dumpster here, time to buy IMO!
Looks like i was early on $nvo , but I am adding to it here. Sentiment is down in the dumpster here, time to buy IMO!
Finding Value retweeted
$NVO ’s new CEO: “We have two priorities: Advance our pipeline and innovation over the long term Maximize what we already have in the short term through strong operational execution” #stocks #Investing
Finding Value retweeted
- ''A hidden gem'' - My $DLO Thesis! DLocal shares have fallen over 85% since its IPO, but the ''new'' CEO, Pedro Arnt is turning things around. Growth is accelerating and profits are increasing. 🧵A big thread -Let's dive in 👇
Finding Value retweeted
I present, Google's dying search business:
Finding Value retweeted
Is this a dying business? $GOOGL
Finding Value retweeted
What Medpace $MEDP has done this year with buybacks should be what one should expect from a larger part of publicly traded corporations 1. Manage low expectations 2. Repurchase 10% of shares outstanding at a great valuation 3. Raise expectations once the buyback is complete…
Finding Value retweeted
What Could $DLO Do Next? $DLO built a strong business by solving a hard problem. They help global companies collect payments and send money in emerging markets. That is already valuable. But when I look at their infrastructure and where they operate, it is clear they could do a…
Finding Value retweeted
🚨 $MEDP Q2 '25 Earnings: Double Beat, Net New Biz Reaccelerates Q2 '25 Results: 📈 Revenue: $603.3M vs. $539.3M est. (+14.2% YOY, +11.9% beat) 💰 EPS: $3.10 vs. $2.99 est. (+12.7% YOY, +3.7% beat) Key Metrics: 🧾 Net New Business Awards: $620.5M (+12.6% YOY) 📚 Net…
$medp up over 55% on the same day! I was buying this at 52 week lows. This is now my second biggest holding because of the spike. Buy good quality businesses on the dip and hold on!
$medp up over 55% on the same day! I was buying this at 52 week lows. This is now my second biggest holding because of the spike. Buy good quality businesses on the dip and hold on! https://t.co/8V6iEmtR4h
Congratulations $medp holders! When a quality compounder goes on sale. You buy and hold!
Congratulations $medp holders! When a quality compounder goes on sale. You buy and hold!
$medp up 45% after earnings! This is crazy. I was buying this at 52 week lows.
$medp up 45% after earnings! This is crazy. I was buying this at 52 week lows.
Couldn't agree more. I wouldn't touch these great quality businesses even after a 50% correction from here! They will be disappointing investments from here. Price matters! $app $lly $avgo $intu $veev $fico $cdns $wpm $now $bsy
Couldn't agree more. I wouldn't touch these great quality businesses even after a 50% correction from here! They will be disappointing investments from here. Price matters! $app $lly $avgo $intu $veev $fico $cdns $wpm $now $bsy
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