CRM
Salesforce, Inc.
stock NYSE

Like ADBE and TTD. CRM and Intuit. It's wild what they're doing to software. I'm pretty sure an AI on Microsoft desktop and Gemini will replace all software... bonkers..
Yet a year ago they were willing to pay 20 years worth of growth for all of these stocks. Lol Wallstreet dumb as hell sometimes 

Don’t forget we also ow UNH, PYPL, Adobe, CRM in our 401ks too

Anyone know why CRM is tanking (again)? I'm assuming something with MSFT.

market views them as being replaced by AI. Same for CRM, WKDY and a few others.. left for dead.

All those years using their CRM at work... who knew it could have been a money maker

Fuck you CRM. Worst stock ever

Why no have Q4 sign in?
I am Chief Derivatives Offisah of PressButtonLoseMoney Inc.
Let me put dat in their investor CRM

Everyone open this post.
So guys( I know here are some girls) I wanted to share few perspectives.
We are here for what?
To find undervalued companies and invest in them?
To earn higher then market returns finding asymetric investments?
To waste each others time?
To boost our ego?
I believe we should concentrate on 2nd option.
We should be the smartest person, or the one who found the most undervalued company.
Also since when undervalued are only mid caps and large caps like ADBE, AMAZON, PYPL, UNH, CRM?
These all are good companies. Most of them undervalued. Safe investments. But is very possible that they will be value traps or dead money.
I see hear a lot of people who have every logical reason to believe stock is undervalued, but still nobody cares and investment is dead money for years.
What about finding small cap companies with real fundamentals, improving margins? Maybe one missed Q, but overall business is doing good?
What about real market research, where multibagger is possible, not just great year with 30% share price increase?
Yartseva in her study found that most multibaggers are with market cap under 500m.
Most multibaggers have improving FCF. All of them have positive equity. Most of them have improving return on Equity. So why are we here talking mostly only about large caps? Do all of us have constraint of capital of few billions to invest?
Anyway my bets now are GAMB, NMG ( New murchinson gold), RIGL, EQX and even OTC gem of ELTP. I am bagholder in ELTP and GAMB, I have great gains in RIGL, NMG and EQX. But I still have conviction on all and I believe they are value bets.
What are your high conviction small cap companies, already with positive FCF?
Come out of closet all the small cap value investors. 🙃

Like ADBE and TTD. CRM and Intuit. It's wild what they're doing to software. I'm pretty sure an AI on Microsoft desktop and Gemini will replace all software... bonkers..
Yet a year ago they were willing to pay 20 years worth of growth for all of these stocks. Lol Wallstreet dumb as hell sometimes 

Don’t forget we also ow UNH, PYPL, Adobe, CRM in our 401ks too

Anyone know why CRM is tanking (again)? I'm assuming something with MSFT.

market views them as being replaced by AI. Same for CRM, WKDY and a few others.. left for dead.

All those years using their CRM at work... who knew it could have been a money maker

Fuck you CRM. Worst stock ever

Why no have Q4 sign in?
I am Chief Derivatives Offisah of PressButtonLoseMoney Inc.
Let me put dat in their investor CRM

Everyone open this post.
So guys( I know here are some girls) I wanted to share few perspectives.
We are here for what?
To find undervalued companies and invest in them?
To earn higher then market returns finding asymetric investments?
To waste each others time?
To boost our ego?
I believe we should concentrate on 2nd option.
We should be the smartest person, or the one who found the most undervalued company.
Also since when undervalued are only mid caps and large caps like ADBE, AMAZON, PYPL, UNH, CRM?
These all are good companies. Most of them undervalued. Safe investments. But is very possible that they will be value traps or dead money.
I see hear a lot of people who have every logical reason to believe stock is undervalued, but still nobody cares and investment is dead money for years.
What about finding small cap companies with real fundamentals, improving margins? Maybe one missed Q, but overall business is doing good?
What about real market research, where multibagger is possible, not just great year with 30% share price increase?
Yartseva in her study found that most multibaggers are with market cap under 500m.
Most multibaggers have improving FCF. All of them have positive equity. Most of them have improving return on Equity. So why are we here talking mostly only about large caps? Do all of us have constraint of capital of few billions to invest?
Anyway my bets now are GAMB, NMG ( New murchinson gold), RIGL, EQX and even OTC gem of ELTP. I am bagholder in ELTP and GAMB, I have great gains in RIGL, NMG and EQX. But I still have conviction on all and I believe they are value bets.
What are your high conviction small cap companies, already with positive FCF?
Come out of closet all the small cap value investors. 🙃

Almost all software related stocks are down because of Ai issues as you said. Eg CRM etc.

Hey bro I saw the action today and only sold as little as I need.
Decided to cancel the CRM and build our own to save my stocks.
Thanks for keeping me in the game

New year update. Up 100%
50 META @ 672.97 = $33,648.50
• 204 NKE @ 63.09 = $12,870.36
• 300 CELH @ 55.51 = $16,653.00
• 200 AMD @ 252.03 = $50,406.00
• 200 GOOGL @ 334.55 = $66,910.00
• 1666 FUBO @ 2.37 = $3,948.42
• 38 CRM @ 228.53 = $8,684.14
• 25 ADBE @ 297.42 = $7,435.50
Total portfolio value: $200,556

I just want to make a point known and also i say this in agreement with you! Please Dont forget it's the market cap that matters, not just the stock price. CRM@228 is a 214Billion cap, versus PLTR @165 is nearly 400billion cap. The share price isnt the whole story. Also, fuck CRM