hansenvalueinvesting @hzdeepvalue

14 y/o. market commentary. economist. value investor. swing & position trader. trading a blend of macro, fundamentals, and technicals. medium.com/@hansenvaluein… Joined February 2024

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TacticzHazel - Value Investing @TacticzH

3 weeks ago

$ASML - IT'S ''IP'' IS A BIG PART OF THE MOAT Something that's not talked about enough is $ASML IP (intellectual property). Decades of R&D and thousands of patents protect its EUV and DUV technology, making it nearly impossible to copy. ASML IP strategy is as follows: ✅Build…

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hansenvalueinvesting @hzdeepvalue

4 weeks ago

This is essentially also my answer to why I don’t think $GOOGL Translate’s language learning feature will hurt $DUOL. Yes, big companies have more resources, but whether or not they actually want to build a new niche out with all those resources is another story.

Data Driven Investing @DataDInvesting

4 weeks ago

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hansenvalueinvesting @hzdeepvalue

4 weeks ago

This is a good thread to understand where and how $DUOL earns its money. Advertising and subscription revenue, two of which I view as the company’s most important, are growing fast. This represents a strong core business if it keeps up. $DUOL is a long term hold for me. 📈

Investing visuals @InvestingVisual

4 weeks ago

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The Tech Investor @TheTechInvest

a month ago

🚨 $OSCR HAS SIGNS OF A SHORT SQUEEZE: 1- Dark pool investors are buying aggressively. 2- The stock is up +40% from its bottom. 3- Both Warren Buffett bet on $UNH and $OSCR partnership with Hy-Vee have strengthened the stock and working as catalysts. 4 The gloomy probability…

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hansenvalueinvesting @hzdeepvalue

4 weeks ago

Everyone’s screaming their lungs out for $GOOGL today but no one’s talking about how $GOOGL was still widely considered a “dead” company by Fintwit just a couple months ago. Crazy how everything turned out. Trust the fundamentals, play with conviction, and be patient.

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amit @amitisinvesting

4 weeks ago

$GOOGL this really was a classic story of sticking with your convictions on a fundamental thesis im not as heavy into Google as others that I know, but if you were heavy, you had to withstand the $140-$160 range for almost 2 years you had to believe in the fundamentals and…

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hansenvalueinvesting @hzdeepvalue

4 weeks ago

Made my entry in $GOOGL earlier this summer ~$160 while it traded low under concerns over AI involvement. Classic conviction story indeed. Bullish on $GOOGL 🎯📈

amit @amitisinvesting

4 weeks ago

Made my entry in $GOOGL earlier this summer ~$160 while it traded low under concerns over AI involvement. Classic conviction story indeed. Bullish on $GOOGL 🎯📈

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Data Driven Investing @DataDInvesting

4 weeks ago

$DUOL is the most undervalued SaaS company in the entire stock market. This is EV/Free Cash Flow vs their Free Cash Flow Rule of 40 score for most of the biggest names in SaaS. You can see that most names fall in the middle region where they are fairly valued. Top left (orange…

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Dividend Dude @DividendDude_X

4 weeks ago

GOOGLE $GOOGL WAYMO BEGINS TESTING IN DENVER WITH PLANS TO LAUNCH NEXT YEAR. 🤩 ROBOTAXI LEADER KEEPS EXPANDING.

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hansenvalueinvesting @hzdeepvalue

4 weeks ago

$GOOGL is gonna pop tomorrow at market open 📈

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hansenvalueinvesting @hzdeepvalue

4 weeks ago

Awesome to see! Couple smaller hits but $GOOGL get to keep Chrome!

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hansenvalueinvesting @hzdeepvalue

4 weeks ago

Relatively small transaction, but the $NVO purchase on MTG’s latest filing really catches my eye here. 👀 $NVO at one of its lowest multiples, price essentially traded down to pre GLP-1 levels, all while the company has been consistently growing its business. Worth a thought.

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Peter Schiff @PeterSchiff

4 weeks ago

The main factor driving gold and bond yields higher is the prospect of the Supreme Court destroying Fed independence. The Court may rule that FOMC members must serve at the pleasure of an elected President, who has the power to fire them at will, as long as he identifies a cause.

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hansenvalueinvesting @hzdeepvalue

4 weeks ago

$SPOT and $NFLX are two companies in different areas that I believe have super similar and powerful business models. Platform-based, subscription model, somewhat capital light. Given that, this comparison made by @InvestingVisual is actually super interesting to look at.

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hansenvalueinvesting @hzdeepvalue

4 weeks ago

Multiples are at a terrifying level right now, would be somewhat comforting to see a correction from here.

TrendSpider @TrendSpider

4 weeks ago

Multiples are at a terrifying level right now, would be somewhat comforting to see a correction from here.

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hansenvalueinvesting @hzdeepvalue

4 weeks ago

Okay I thought so too, looks like we might have to just inverse that now 🤣

Jim Cramer @jimcramer

4 weeks ago

Okay I thought so too, looks like we might have to just inverse that now 🤣

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The Tech Investor @TheTechInvest

a month ago

🚨 $OSCR UP 100% FROM JEFFERIES PT.

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Bourbon Capital @BourbonCap

a month ago

Dev Kantesaria - Valley Forge Capital He has beat the market since 2008 with less than 10 stocks His fund, Valley Forge Capital has compounded by +15% annually Let me tell you about it🧵

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dg @gordocap18

2 months ago

Raymond James summing up my $FICO thesis: 1. Tri-merge requirement is bullish for FICO. 2. FICO is industry standard with network effects + little incentive for lenders to switch to VantageScore. 3. FHFA can’t regulate FICO pricing & can’t force GSEs to stop using FICO scores.