SPGI
S&P Global Inc.
stock NYSE

he meant SPGI was 370 ish a few months ago before they dumped the mobility drag

The value right now is in bonds... GOOGL, META, MSFT, NVDA, MU are carrying the economy on their backs and everything else not correlated is down lol
I'm holding BN, SPGI, HCA, CEG, MDA as diversifiers though.

SPGI, MELI, NU, accumulated more this week

SPGI seems attractive to me. 4.6% ish fcf yield for a company that is super solid and stable in its position. It won't double in a quarter but its imo more likely than not to have solid returns.

MCD, netflix, NVO, SPGI

he meant SPGI was 370 ish a few months ago before they dumped the mobility drag

The value right now is in bonds... GOOGL, META, MSFT, NVDA, MU are carrying the economy on their backs and everything else not correlated is down lol
I'm holding BN, SPGI, HCA, CEG, MDA as diversifiers though.

SPGI, MELI, NU, accumulated more this week

SPGI seems attractive to me. 4.6% ish fcf yield for a company that is super solid and stable in its position. It won't double in a quarter but its imo more likely than not to have solid returns.

MCD, netflix, NVO, SPGI

Value investing is usually buying stocks of companies whose fundamentals are good but market price is low. Nike’s earnings are literally going down year over year.
I would buy ADBE or SPGI before this as at least the earnings are still good there even though the price has fallen.

For me personally, I like to keep my high conviction bets between 4-7%, mid like 2-5, small like 1-3. I also work in the tech space, I have really high conviction on sk and mu over the next 3 years (think conservatively 20%+ cagr for next 3 years), as well as anet.
No thoughts on APLD or Oracle, I think oracle is running a lot more deb than I personally like, but I also haven't researched them enough.
If I was buying tomorrow, the following are all at good valutaions: ISRG, MELI, MU, SKHY, ANET, MCO/SPGI, NFLX

I think you need a tad more diversification. Sure, you have multiple ticker names, but let's be real, a large percentage of the movement is going to mirror one another. I would recommend diversifying into non tech names, see what has a strong cagr over the next 5 years. Top of list names are:
\- ISRG: basically the Costco setup in scrubs
\- MCO/SPGI: ratings tollbooths and a recurring analytics/data businesses
\- NFLX: needs no explanation, people aren't going to stop watching shows, sticky business
Just my two cents

What do you think about NU, STN, SPGI, AVGO, DLO, WSP?