The Patient Investor

"We've seen Microsoft do well and the stock has recovered."

"Uh so I think Constellation Energy stock is undervalued. I think it was a little bit expensive 35 36 times. Now it went back down and so multiple is more reasonable."

"The current market cap of CG is about $98 billion. So this is about a 13% yield on the 2028 to 2029 guidance. And there's so much upside to this guidance based on different agreements that they can sign based on certain buybacks."

"Now the second stock that I own in my portfolio and I've talked about it before is a company called CEG which is mainly Constellation Energy."

"So, I like Netflix as a long-term investment. The stock is undervalued."

"I think Amazon Prime Video will be doing some things in the future and other competitors will be doing things in the future."

"So, I think Netflix at this price is undervalued for the business 100%."

"I think this is an amazing upside for this company and that's using 21 times earnings."

"they got the breakup fee from WBD last quarter"

"I said Netflix stock is finally a buy because I think Netflix at the current valuations of about 21 times forwards is very cheap."

"Alcon"

"ICE"

"S&P Global"

"he bought Massuk"

"he bought Visa"

"Legendary investor Bill Aman is back in Netflix stock."

"maybe NVO is going to struggle to diversify away from weight loss the same way Eli Lilly is doing it."

"Lilly is still far outpacing NVO in terms of the growth, mainly for the injectable Mounjaro. I think this is where Lilly is winning and is taking market share from NVO."

"The Lilly pill is picking up a little bit of steam, but it's nowhere close to the NVO pill."

"They're killing Eli Lilly with the NVO GLP-1 pill. It's It's not even close."

"I believe the company is still undervalued. I believe it was a good report. I have some concerns you could say with the subscribers growth because they included eucalyptus which is uh which is not really good. I want to see how they look like all in together and we have to monitor those things quarter on quarter to see the trend within him and hers and the overall growth of the company including eucalyptus which is very important. But that was my opinion on the stock. I'm still holding it. I hav"

"If we look at the current valuation of HIMS, HIMS is now trading at two times sales. I believe two times sales for such a business that's expanding internationally."

"it was like 50 million more which is in line what the historical increase in spend for him is it's not anything new it's not anything crazy but the other expenses like GNA I think those are mostly one-time stuff that hems will likely be able to figure out after fully integrating the acquisition in terms of international growth it's up 17x again largely due to the acquisitions now hems has a pretty amazing global platform reaching 250 million adult people in the United States, 30 million in Canad"

"Like I believe in the long term, HIMS EB of margin will likely be between 8 to 10%."

"Would they have declined in subscribers? Would it be flat quarter on quarter? What would it have been? So that's you could say a concern that I have where you know it's a concern but it's not really the worst deal in the world because I know that he is expanding internationally."

"Now the last quarter HIMS declined in United States revenue and that sends the wrong image which is that the United States business is peaking and this is why HIMS is doing the acquisitions."

"Many of you have asked me for an update on him and hers health. The stock is down 5% after reporting earnings, which is actually good news because the stock goes down 20 to 25% on average after reporting earnings. So 5% down so far. It's at least better than it was before."

"BNSF, which is a railroad, has done really well from 1.4 billion to 1.5 billion, and they're still lagging on margins behind a lot of their competitors like Union Pacific and and other companies."

"I would rather invest in Amazon or invest in something else."

"I'm not really bearish on Melly. I think it's presenting a great setup in general. If you're willing to take on, you could say the Latin American risk, you're willing to take on the loan book, you're willing to take on all those risks as a competitive, you know, landscape relative to maybe Amazon as an alternative, then mele it's a it's a great investment. It's well priced for a lot of those things and it's primed to do really really well."