E
ENI S.p.A.
stock NYSE ADR

Came back to this post two years later to see how my analysis held up.
At the time of this post (August 27, 2024), the stock was trading at around 23× earnings, so in hindsight, it wasn't particularly undervalued. The stock subsequently fell, with the P/E multiple contracting significantly to as low as \~12× earnings.
From the date of this post to today, the absolute return has been around **-13%**.
My analyses aren't always spot on, so I thought it would be interesting to come back and check whether this one actually held up. In this case, I think the thesis aged reasonably well

Anderer Bereich, aber vielleicht doch eine spannende Perspektive für die Diskussion hier. Mir wurde in jungen Jahren immer gesagt, ich müsse mich irgendwann entscheiden: akademische Karriere oder Wirtschaft. Irgendwie fand ich aber genau diese Vielfalt so bereichernd, Tätigkeiten in der einen und anderen Welt auszuüben. Und das tue ich nach vielen Jahren heute immer noch. Daraus sind sogar mehrere parallele Einkommensstränge geworden - und viele Impulse, die ich in der einen Welt bekomme, helfen mir wiederum in der anderen Welt. Ich bin heute tätig als Unternehmer, Forscher, klassischer Angestellter in der Wirtschaft. Aber … wichtig m.E. die Etappen in den einzelnen Bereichen sauber abschließen und PARALLEL weiterentwickeln. Arzt und Studium sauber abschließen, etwas Neues beginnen aber mit überschaubaren Aufwand nicht den Bereich Arzt komplett ein stampfen, sondern den Fuß in der Tür halten. Vielleicht ergeben sich für dich später genau an diesen Schnittstellen (Medizin x Luftfahrt x ?)die wirklich spannenden Fragestellungen für dein Leben (auch mit Blick auf die KI Revolution der kommenden Jahre).

I did check Reddit stock. No dividend and a P/E of 40. A pure growth play then, aka gamble. Yes it's a good 'product', however there's the real risk of 'enshitification'. It's happened to numerous other platforms and I don't see any 'moat' to prevent it here. The first sign is the bot incursions. An arms race with AI can get expensive.

Pepsico is more of a foods business. If you comp them to CPG peers their P/E is not low (which is helped by their beverages business).

Yeah, been noticing quite the influx of new names with quite the doom n gloom outlook. It's.... *interesting* to say the least.
N.E.P crew strong 😎

I'm checking every single profit metric in existence, net, gross, operating, whatever or however you want to slice it, and AMZN always has META beat.
I mean, AMZN had a 2026 Q2 gross profit of $105 billion, up from $94 billion the previous quarter, and up from $87 billion the previous year.
That's about double what META is pulling.
And AMZN actually has a thesis for further growth, and has effective leadership. And they have almost the same forward P/E ratio. Literally any money anyone puts in META would be better off in AMZN.

Blume hatte irgendwann kürzlich mal öffentlich eine Folie gezeigt wo man das gut sehen konnte, ich find sie nur nicht.
Eine Weltkarte auf der Entwicklungsleistung mit einem Symbol eines Gehirns symbolisiert wurde. Ein Gehirn in China. Ein Gehirn an der US-Westküste. Nix Gehirn in Europa.
Die Chinastrategie ist richtig, aber mit "Der Angriff des Rivian wird alles in Ordnung bringen" werden die mal sowas von auf die Schnauze fliegen...
Gerade jetzt ist die E³ 1.2 in einem stabilen, *guten* Zustand angekommen, und man wirft alles weg für Luftschlösser eines Herstellers der erst noch beweisen muss, dass er eine E/E-Architektur für etliche Marken mit dutzenden verschiedenen Fahrzeugen hinkriegt.

UJJIVANSFB closed at ₹72.47 (+1.93% as of 2026-08-15 close) in a confirmed daily uptrend — above the EMA-20 (₹69), with RSI-14 at 63.4 and ADX-14 at 44 (strong, bullish +DI/-DI). The UTI 8-layer engine keeps a long bias but flags LONG\_EARLY\_WATCH with a WATCH\_ONLY risk gate (score 0.18/100, Grade D) — the structure is valid, but no entry trigger has fired. Fundamentals are reasonable (P/E 15.5, P/B 2.03, \~₹13,900 Cr market cap) and no news or corporate events are on record, so the move is technical; the cleanest long entry is a pullback hold at ₹71.42–71.53 support or a volume breakout above ₹73.12.

Yeah I know it was like 19 P/E for 345$ for Microsoft I know fiat is meaningless

If you don't already own it, I think now is not a bad time to start a position... Despite what anyone says Nike is still the most well know brand in athletic apparel and the first one that comes to mind for 9/10 people. That is brand power, and that counts for something.
From a numerical POV, sales are slightly down which is never great to see but I think this is more of a temporary blip caused by the outgoing CEO who focused so heavily to DTC, he destroyed other lucrative retail partnerships.
Lastly, while a PE of 19 doesnt necessarily scream cheap, I don't think the bears have considered that the "E" is being compressed due to discounting old inventory to start fresh. If Gross Margins simply normalized, than NKE would be around a 15PE which ain't bad for a company this well known worldwide.

Comparing MSFT at $495 with GOOGL at $345 is meaningless by itself. A share price is just market capitalization divided by the number of shares outstanding.
For example, imagine Microsoft is worth $4 trillion and has ~8 billion shares. Its shares would trade around $500 each.
Alphabet could also be worth $4 trillion, but if it has ~12 billion shares, its shares would trade around $333 each.
Same company value, completely different share price.
A company could even do a 10-for-1 stock split tomorrow and its share price would fall from $500 to $50, while the company would be worth exactly the same amount.
If you're comparing the valuation of MSFT and GOOGL, look at market cap (and, better yet, valuation metrics like P/E, EV/EBITDA, FCF yield, growth, etc.), not whether one share costs $345 and the other $495.

# How do you operationalize “buy more on dips” alongside DCA?
Hi everyone!
I've been DCAing into investments every week and have been thinking about a slight variation.
I keep hearing the advice that if you believe in a stock/index fund for the long term, you should keep DCAing regardless of what the market is doing, but when there's a meaningful dip, you can put a little more in.
I've been doing a very simple/manual version of this. E.g. if I wanted to invest $100/week, I'd invest \~80% ($80) as my normal DCA and keep the other 20% ($20) in cash. On my normal investment day, I'd check whether the investment is below whatever threshold I've set. If it is, I'd put some or all of that extra cash in.
I'm curious how other people handle this **operationally**.
* Do you have a specific rule for when you increase your DCA amount?
* Do you use a percentage drop, drawdown from ATH, moving average, etc.?
* Do you automate it somehow, or just manually check?
* Are there any apps/tools that actually support this kind of strategy?
* Or have you tried something like this and ultimately decided it wasn't worth the extra complexity?
I'm specifically interested in the mechanics. I ultimately believe in DCAing and know that timing the market is not helpful. I'm not trying to predict bottoms, just wondering whether there's a sensible way to make a **DCA + buy-more-on-dips** strategy systematic rather than having to manually decide every week.
Thank you!

who knows. It was already trading at 170 P/E but it definitely is a positive sign if amd is exploring neoclouds business

E

You think 🥭 jacks off to the big E Files? I bet he does

It also help if you use the **(arrow) Reply** button when responding to people on your post.
SPYM and QQQM are both very healthy funds to hold, DGRO & SCHD — there’s a lot of factors in this, but depending on your age, they may not be very useful to you as of now, I would consolidate into just SCHD, and that being a very small part of your portfolio).
I highly suggest taking a look at AVUV (small cap value) or do some research on the importance of having small cap in your portfolio. AAPL, NVDA, MU, AMD, V, MA \~\~ were all small cap at some point.
I would also highly suggest adding some percentage to international. For real there’s only 370 million people in the USA, there’s 8 billion people on earth, plenty of emerging and undeveloped markets I get, but it would be a shame to miss out on so many other countries economic successes (which ultimately will benefit on the US side as well, also with examples such as “the lust decade” when ex-US did better than US overall).
Before you execute what I suggest next, I can’t stress enough that you do your own research, but I also highly suggest one to three well researched, something that you just absolutely believe in and put your heart into, individual company investments.
Example: I went in on AMZN earlier this year while at $201.10. I personally felt that that was an excellent entry point price, as well as looking at the backtesting and A LOT OF research, CAGR, P/E, EBITDA et. al. — and that was before talks about Amazon and their AI expenditures with AWS. And better yet, it pays no dividend. I’m hoping AMZN gets to MercadoLibre pricing may be in 10 or 15 years. And based stuff, Amazon’s revenue, it’s ever expanding service services (AI, Data Centers, Online Store and Logistics, Streaming/Production/Exclusivity of NFL Thursdays / Superbowls and so many more reasons) that I myself personally believe that Amazon and all the power it holds will continue to be a wonderful Growth mechanism in my Roth IRA.
For you, all that research and conviction in a company you feel is worth putting your capital in and DCA for as long as possible. I personally have been looking into injecting some money into ONDS, APLD, ET, VST, or VRT, — possibly PLD.

lower P/E? different business structure? more IP potential? you're simplifying these companies a lot when you just call them all "hyperscalers"

Fuck. Easy E is dead

I bought in right around $45 some months ago and while I’m not necessarily willing to double down on my position, I’ve been selling covered calls \~2 weeks out against my holding so as to cover some of the losses/weakness. I’mot making huge profits here but collecting premiums against my position while Nike also sustains their dividend (which for the time being appears to be healthy) is what I’m OK with right now.
I can’t say I love the fact that Nike has about the same P/E as META (a much better pick IMO) but I think they’re a juggernaut of a brand that will always be around.

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