Edmund Simms's avatar
$17.6m follower assets
Discussion: Which amazing companies look borderline undervalued?
Are there any outstanding businesses you're watching that you will buy if they drop further?
sam stribling's avatar
Stock Metal Investment's avatar
@strib in which aspect do you believe $MCD is undervalued? Trading at 24x fwd earnings (historically still elevated), only down 12% from ATH, 3% FCF yield. What am I missing?
sam stribling's avatar
@stonkmetal it’s stability in turbulent times. It’s a rock. Extremely consistent and as discretionary income decreases and food costs increase they are well positioned to capture more share of wallet.
Edmund Simms's avatar
@strib Lots of ideas for me to tuck in to! Thanks for sharing.
Leon's avatar
Edmund Simms's avatar
@mavix Thanks for sharing these. I don't know either of them. Do you mind if I ask what you like about them?
Leon's avatar
@valuabl Leatt is establishing a brand for protection gear in the MTB & Moto market. Growing with over 80 % and currently valued with a P/E of <9. Media and Games Invest is a serial acquirer in the gaming and adtech business with a good track record. Growing with 25-30% without acquisitions and valued with P/E of <11.
Edmund Simms's avatar
@mavix thanks for sharing
Yegor's avatar
Stock Metal Investment's avatar
@from100kto1m Haven't looked more than very basic surface level into $ODFL, but shouldn't they struggle under the current oil prices? Does that create an opportunity here? I hear it often cited as a high-quality business, just not sure how well they'll do in the future(automation of trucking through autonomous driving or at least autonomous trucking colonies (I hope thats the right word))
Edmund Simms's avatar
@from100kto1m thanks for sharing these. Lots of names to add to my list to look at! Do any of these five look especially attractive to you?
Yegor's avatar
@valuabl at current prices $SSSS is becoming but that’s also because interest rates are going up and they invest into start ups so must have very long term mindset with them. With that said they are betting on online education and betting / gambling which both I personally don’t have too much (only indictenly via $IAC s stake in $MGM ) do so I like it
Yegor's avatar
@stonkmetal they on the surface they shouldn’t and yet they do, I believe that’s called a moat :) would have to dig dipper to build confidence into investing in $ODFL and it still has some room to go before I would buy

Author

Related