trpine

Google's ad business still printing money even with the macro noise, and YouTube keeps growing. Microsoft's running the same playbook with their AI stuff but Google's got the search moat that nobody's breaking. At 356.13 the valuation's reasonable for a company that size, long-term view hasn't changed.

4.18 again, nice bounce today

Cloud margins are the real story here. SAP and Salesforce trade at way higher multiples when they're growing cloud revenue like Oracle is now, so even at these levels there's room to run if they keep executing on that shift. Long-term view hasn't changed, the database business still prints cash.

Come on ARM, show us something!

Patient volumes are the key metric here, and if that's actually recovering after the past couple years then the margin expansion story becomes real. Remgro holdings similar assets and they've already priced in that recovery, so LHC still has room to run on fundamentals rather than just sentiment. Don't even check the SP, come back in 6 months.

0.72 holding. steady hands winning.

88.45, bit of red but holding up

Come on Spar, let's move!

188.62 now, bit of a dip today.

SOL sitting flat at R194 despite oil holding above USD 80 suggests the market's still pricing in execution risk on their energy transition narrative. At current yields the dividend needs chemical volumes to stabilize, otherwise we're paying for a turnaround that's taking longer t

MNST trading at R0.96 with that flat close tells me nothing's shifted today, but the real question is whether the US listing's valuation still justifies holding after their recent earnings. Energy drink demand remains resilient, yet the stock's already priced in a lot of growth g

alibaba sitting at $122.25 and honestly the cloud business keeps printing money even when ecommerce gets choppy. tencent trades way higher on similar growth, so there's room here if they keep the margin story intact through next earnings. long-term view hasn't changed, these pullbacks just look like entry points to me.

@cape_steel China stuff is definitely already in there. The real question is how fast the inventory burns off. Could get choppy.

Been holding this since the 60s. Yeah the dividend got cut but look at the debt reduction they've been pushing. Vodacom's been under pressure too, whole sector's just compressed. Not selling on this dip, the fixed-line network and fibre rollout thesis hasn't changed.

Been holding through worse dips. 1873.00 is actually pretty reasonable when you look at the staking yield alone, plus all the development still happening on layer 2s. Bitcoin's doing well which usually means alts follow, so the setup looks decent for the next few months. Don't even check the SP, come back in 6 months.

Ad tier margins are the thing to watch here, ngl. Disney's been throwing money at it for years and barely moves the needle, but Netflix actually seems to have pricing power on the ad side. At 71.71 the stock's not pricing in much upside from that yet, which is why I'm content to hold and check back in a few months when they've got real sub numbers on the ad business.

Database business finally getting the cloud tailwinds it deserves. ORCL trades at a discount to Salesforce on growth but the recurring revenue base is way stickier. Cloud infrastructure catching up to AWS margins eventually, that's the real story. Holding through the noise.

@bear_naidoo fair point, yeah steep for the growth rate

Gold's been holding up okay globally, and ANG's still got those solid assets in SA even with the load-shedding noise. At 1251.55 it's not crazy expensive if you've got a three to five year view, but ngl the rand weakness is a double-edged sword for miners. Rather just hold what I've got than chase it here.

@jim_jse4 iphone cash machine never gets old