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JustValue

@justvalue2

Security analysis, investing news, reports, shareholders' letters and investment thesis. Tweets are never investment advices https://teapawt.net/t.co/JX6NBqxzf1

Joined November 2018
  • Tweets3K
  • Following508
  • Followers5.7K
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The AI boom is building a financial network few investors fully see. One company's revenue is another's debt, collateral or guarantee. Who bears the risk if AI demand disappoints?
🤖 Made with AI
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JustValue@justvalue2Oct 16
Rollins ($ROL) looks AI proof until you ask how the next customer finds Orkin. AI is not disrupting pest control itself. It is testing customer acquisition. The key question is whether $ROL can keep routes full without sacrificing returns.
🤖 Made with AI
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Jenato@jenato2Oct 16
Rollins ($ROL): Cuando la IA cambia la forma en que se llena la ruta, by @justvalue2 justvalue.substack.com/p/rol…
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JustValue@justvalue2Oct 6
Roper has fallen sharply, but the business hasn’t broken with the stock. The real story: one of the market’s best serial acquirers now finds its own shares competitive with the private companies it normally buys. $ROP
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JustValue@justvalue2Sep 22
Check out my new post! ASICS (7936 JP), Amer Sports ($AS), Adidas (ETR:ADS), lululemon ($LULU), Nike ($NKE), JD Sports (LON:JD), Puma (ETR:PUM), Under Armour ($UAA) and Sportsman's Warehouse ($SPWH)
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Circle $CRCL: Stablecoin giant, speculative investment
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How modern payments really work (and who actually gets paid)
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Fiserv $FISV
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Think banks just move money from savers to borrowers? They literally create money with every loan, reshaping who gets credit, who gets power, and how economies grow. The real story of the “magic money tree”👇
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A writeup from @LDiscernment: kairosresearch.substack.com/… A writeup from @justvalue2: justvalue.substack.com/p/top…
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Added 32 new stock pitches to the website (pt 1): @BlokeOak57182 - $POW.L @from100kto1m - $FC @ClarkinM - $ELEV (special sit) @LongYield (earnings updates) - $PL, $NKE @justvalue2 - $COST (overvalued) @DevinLaSarre - $UG (earnings update)
Image from Yellowbrick Investing (@joinyellowbrick)
Image from Yellowbrick Investing (@joinyellowbrick)
Image from Yellowbrick Investing (@joinyellowbrick)
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It's always a rather controversial topic regarding ROIC: whether or not to subtract Goodwill 🤔
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My last article is out! “Costco Wholesale Corp. $COST: A Discounted Cash Flow (DCF) approach” $COST $WMT $TGT $KR $AMZN (link in bio)
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Great explanation from 2002 Berkshire Hathaway Letter about the nonsense of considering “non-cash” charges as not truly an expense
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My last article is out! “Dick’s Sporting Goods $DKS: The Best Operator In The Sporting Goods Sector” $ASO $DKS $BGFV $SPWH $NKE $FL $JD $ZUMZ $URBN $ANF (link in bio)
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My last article is out! “Is e.l.f. Beauty ($ELF) a Fallen Angel?” $ELF $ULTA $EL $COTY $TGT $AMZN $DG $HNST $CVS $KSS (link in bio)
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My last article is out! “Is e.l.f. Beauty ($ELF) a Fallen Angel?” $ELF $ULTA $EL $COTY $TGT $AMZN $DG $HNST $CVS $KSS
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Interesting and comprehensive document from Guava Capital with an historical analysis of 35 Market Leaders vs. 35 Underperformers guavacapital.com/_files/ugd/…
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Is it enough “sitting in an office and reading reports that described research performed by other people”? Really interesting article about the importance of field research👇 "Hill Country Reflections - Investment Field Research" barescapital.com/wp-content/…
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My last article is out! “Update on Academy Sports and Outdoors $ASO: Reviewing Q3 2024 Results” $ASO $DKS $BGFV $SPWH $NKE $HIBB (link in bio)
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