Precisely, only a minor irritation from contact.

Zalgiris>hapoel

Still expensive considering the situation

I am adding heavily on $saro. Market is punishing aftermarkets but repair shops have very different life cycles.

From the negative comments i see more downside on the space sector. Great.

Evan, the real joke is that Google isn't even at the forefront of frontier models. While I appreciate its utility and user-friendly design …

Stay away from miners

Ταξιτζής;

$googl with both hands

I really do like both. Amazon looks like it has a better upside until Alphabet capitalises further in TPUs and release Gemini 4.0. I can’t think a better position than the one created.

How do you value 1T in revenues by 2030? Do not underestimate the fact that Alphabet simultaneously remains one of the world’s most profitable advertising, cloud, and infrastructure companies with reaccelerated growth. Do you think Berkshire added to get an index return? 🤣

The index fund returns is what it triggered the response. alphabet prints 4x revenue growth compared to s&p500 average. yes it will not be a 10bagger. 2x -3x in the next 5 years

Lol 😂 A 5-year IRR model returns a very attractive IRR of 40% (80% probability) based on the company growing its revenue and income at 23% and 30% CAGR over the next 5 years. Also model the PEG compressing from 1.5 to 1.2 as the company's market cap surpasses $10T.

2030 targets and FCF remain unchanged. Definitely an overreaction in terms of stock price. This is a very complicated business and I bet you have no idea how difficult is to work with suppliers. Nevertheless 2027 capacity will catch up. They are focused on this issue.

PabloInvestobar $HONA Trading at a significant discount to industry peers (20 x PE vs 35 Industry Avg). Patience will be rewarded as they resolve supply issues and turn record backlog into revenue/profit. Even at 25x, value would be $200 with lowered guidance.

It is already stupidly cheap for the sector. I never thought i will be able to buy an AFTER market plus aero at these levels. These revenues don’t go away when 90% of global fleet has a Honeywell part.

Definitely, during the call the excuse was that deliveries pick up 3 weeks before Q announcement. Unfortunately we have to average down. This is a 3 year hold. I don’t see much downside from here (assuming no systemic event).

From the call wasn’t known. Orders usually arrive three weeks before Q results.

When 15mln of delayed parts unlock hundreds of millions in revenues this shit can happen. Rookie mistakes. From the call they understood their f up and they already invested to bypass them. It doesn’t take brains to solve this f mistake of assumptions. Easy buy here.