• VixenvixenVixenvixen
      ·08-25
      $Palantir Technologies Inc.(PLTR)$  Hi Friends, I would like to share that we shouldn't purely rely on ROE or PE.  Every metrics have their own flaws. PE has it, Forward PE has it, ROE has it as well.  Nonetheless, that doesn't mean they are not useful. Rather, a combination of all these metrics & business fundamentals allow us to filter unnecessary noise.  In PLTR's case, let's dive in a little deeper into it shall we?  Personally, I hold pltr shares. High conviction. Hence, I can sell covered calls while holding its shares. This decreases my cost basis. Basically you get paid to HOLD. We then add on pullbacks.  Note: Add in tranches to conserve your dry powder. But of course you can als
      8592
      Report
    • Gilly87Gilly87
      ·06-30

      As Solid as BlackRock? 🏦

      BlackRock manages over US$10 trillion in assets. That's more money than the annual economic output of almost every country on Earth. Yet despite its enormous size, many investors have never considered owning BlackRock itself. $BlackRock(BLK)$ isn't just another financial company—it's the world's largest asset manager, overseeing more than US$10 trillion in assets across ETFs, mutual funds, institutional portfolios, and retirement investments. Whether investors are buying the S&P 500, planning for retirement, or investing through institutions, there's a good chance BlackRock is involved. 📊 Market Insights 💰 Over US$13.9 trillion in Assets Under Management (AUM) BlackRock manages nearly US$14 trillion for investors worldwide, making it the lar
      2.53K1
      Report
      As Solid as BlackRock? 🏦
    • Gilly87Gilly87
      ·06-28

      👟 Nike (NKE): Turnaround Opportunity or Value Trap?

      $Nike(NKE)$   Nike has fallen from nearly $180 in 2021 to around $40, but a lower stock price doesn't automatically make a stock cheap. The company is rebuilding around innovation, a stronger sport-first identity, healthier inventory, and improved wholesale partnerships. Gross margins have been stabilizing, and direct-to-consumer remains a key strength. At the same time, the challenges are real. Analysts expect another quarter of soft revenue, competition is intensifying, tariffs and higher sourcing costs remain headwinds, and some believe Nike still trades at a premium valuation despite its decline. For me, this earnings report isn't just about EPS. I'm watching: • Gross margin improvement • Inventory health • D
      1.94KComment
      Report
      👟 Nike (NKE): Turnaround Opportunity or Value Trap?
    • Angmoh88Angmoh88
      ·02-02

      Want to Retire Early in Thailand?

      You Don’t Need to Wait Until 65 Most people are conditioned to believe retirement only begins at 65, after decades of work and total dependence on government pensions. That model is outdated. Early retirement is not a fantasy. It is a financial strategy. You may wonder, why am I saying all this? It's simple, because my friend did this and it works! Assuming you start around age 30, you can realistically build your own income stream within 15 years, enough to live comfortably in a low-cost country like Thailand without waiting for politicians or pension systems. The method is simple, disciplined, and repeatable. The Core Idea: Build Your Own Monthly Income Instead of saving blindly, you build a dividend income engine. Invest at least USD 800 per month Spread across 12 di
      3.46KComment
      Report
      Want to Retire Early in Thailand?
    • PabloCantuPabloCantu
      ·2025-10-28
      It's awesome to see a good performance over the years. If I am in the top 98% it means a lot of people might not make a profit here. 
      3.88KComment
      Report
    • nerdbull1669nerdbull1669
      ·2025-10-03

      A Holistic Look Beyond ROE or PE Might Be Good For Our Long Term Investing

      For long-term investing, it is usually not about just one metric like ROE (Return on Equity) or P/E (Price-to-Earnings ratio). Instead, investors often look at a combination of factors to form a holistic view of a company’s quality, growth potential, and valuation. In this article, I would like to share how I would break it down: 1. Quality of the Business ROE (Return on Equity): Measures how efficiently a company uses shareholders’ money to generate profits. High and consistent ROE (say, >15%) can signal strong competitive advantages (a “moat”). ROIC (Return on Invested Capital): Similar to ROE but accounts for debt as well. Often considered a cleaner measure of management quality. Margins (Gross/Operating/Net): Strong and stable margins often point to pricing power. ROE/ROIC tell you
      4.67K3
      Report
      A Holistic Look Beyond ROE or PE Might Be Good For Our Long Term Investing
    • LeeskiesLeeskies
      ·2025-09-12
      It's September! (The red month of the year) So it's a good time to reflect on the YTD profits whilst my month is red....the longer term position is what's important.
      3.62KComment
      Report
    • Whng83Whng83
      ·2025-09-03
      Learn long term investing
      3.75KComment
      Report
    • Maverick AIMaverick AI
      ·2025-09-01

      Dell Ups AI Target to $20B: Betting Big on GPUs

      $Dell Technologies Inc.(DELL)$ delivered record revenue for its second fiscal quarter of 2026 (ending July 2025), with total revenue reaching $29.8 billion—a 19% year-over-year increase that exceeded market expectations. However, underlying concerns lurk behind the impressive figures: gross margin declined to 18.3% (down 2.9 percentage points year-over-year), traditional business growth remained sluggish, and explosive AI server deliveries squeezed profit margins. Despite exceeding expectations in AI order fulfillment, market skepticism persists regarding the company's sustained growth momentum and profitability quality.Performance: AI servers drive revenue growth, but structural challenges become more apparent.1. Explosive growth in AI infrastruc
      4.87K1
      Report
      Dell Ups AI Target to $20B: Betting Big on GPUs
    • Success88Success88
      ·2025-08-31
      For long-term investing, I look into ROE, P/E, and P/B. Example OCBC's $OCBC Bank(O39.SI)$ ROE was 12.6% in the first half of 2025, showing solid profitability. With a P/E ratio around 10.3 and a P/B of 1.25, the bank appears reasonably valued. These metrics, alongside a stable asset base, suggest a resilient and potentially attractive long-term investment. @Tiger_comments @MillionaireTiger @TigerStars @TigerEvents
      3.75KComment
      Report
    • 66kL66kL
      ·2025-08-31
      roe [微笑] [微笑] [微笑]
      3.56KComment
      Report
    • Richard0208Richard0208
      ·2025-08-30
      Share the good news. To the moon soon
      4.20KComment
      Report
    • Mickey082024Mickey082024
      ·2025-08-29

      Beyond ROE and PE: Why ROIC and FCF Drive Decade-Long Returns

      $S&P 500(.SPX)$ When it comes to building wealth through the stock market, the long-term investor’s most important tool isn’t clever market timing or exotic strategies—it’s the power of compounding. The challenge, however, is in identifying which companies can compound effectively over decades, and at what price they should be purchased. Two of the most commonly debated metrics among investors are Return on Equity (ROE) and the Price-to-Earnings (PE) ratio. Both hold critical information: ROE speaks to the intrinsic ability of a business to generate profits on shareholder capital, while PE reflects how the market values those earnings. The debate, therefore, is essentially about quality versus price. In this article, we’ll explore: The logic b
      5.21K2
      Report
      Beyond ROE and PE: Why ROIC and FCF Drive Decade-Long Returns
    • ECLCECLC
      ·2025-08-29
      Information conveniently available in stock Quotes. Sometimes, do look at ROE and PE. More attractive is the dividend yield.
      3.42KComment
      Report
    • Richard0208Richard0208
      ·2025-08-29
      To the Moon. Hopefully very soon
      3.27KComment
      Report
    • SPOT_ONSPOT_ON
      ·2025-08-29
      Replying to @SPOT_ON:BOTH ROE AND ROIC FOR CAPITALAND CHINA IS LOOKING FANTASTIC ! $CapLand China T(AU8U.SI)$ //@SPOT_ON:CapitaLand China Trust : Commercial C-REIT Receives Approval From China Securities Regulatory Commission To Register For Its Listing On The Shanghai Stock Exchange
      3.04KComment
      Report
    • SPOT_ONSPOT_ON
      ·2025-08-29
      CapitaLand China Trust : Commercial C-REIT Receives Approval From China Securities Regulatory Commission To Register For Its Listing On The Shanghai Stock Exchange
      2.47KComment
      Report
    • AN88AN88
      ·2025-08-29
      some dividends and performing in 5 years and 1 years. value for money
      3.26KComment
      Report
    • RampageBullArmyRampageBullArmy
      ·2025-08-29
      $Offerpad Solutions(OPAD)$ Heading 5x fold higher? Amazing! 
      3.66KComment
      Report
    • Star in the SkyStar in the Sky
      ·2025-08-28
      I look for both Profit Margin & Growth Rate and Free Cash Flow (FCF) and gearing before investing in " long term" stocks
      2.82KComment
      Report
    • VixenvixenVixenvixen
      ·08-25
      $Palantir Technologies Inc.(PLTR)$  Hi Friends, I would like to share that we shouldn't purely rely on ROE or PE.  Every metrics have their own flaws. PE has it, Forward PE has it, ROE has it as well.  Nonetheless, that doesn't mean they are not useful. Rather, a combination of all these metrics & business fundamentals allow us to filter unnecessary noise.  In PLTR's case, let's dive in a little deeper into it shall we?  Personally, I hold pltr shares. High conviction. Hence, I can sell covered calls while holding its shares. This decreases my cost basis. Basically you get paid to HOLD. We then add on pullbacks.  Note: Add in tranches to conserve your dry powder. But of course you can als
      8592
      Report
    • Gilly87Gilly87
      ·06-30

      As Solid as BlackRock? 🏦

      BlackRock manages over US$10 trillion in assets. That's more money than the annual economic output of almost every country on Earth. Yet despite its enormous size, many investors have never considered owning BlackRock itself. $BlackRock(BLK)$ isn't just another financial company—it's the world's largest asset manager, overseeing more than US$10 trillion in assets across ETFs, mutual funds, institutional portfolios, and retirement investments. Whether investors are buying the S&P 500, planning for retirement, or investing through institutions, there's a good chance BlackRock is involved. 📊 Market Insights 💰 Over US$13.9 trillion in Assets Under Management (AUM) BlackRock manages nearly US$14 trillion for investors worldwide, making it the lar
      2.53K1
      Report
      As Solid as BlackRock? 🏦
    • Gilly87Gilly87
      ·06-28

      👟 Nike (NKE): Turnaround Opportunity or Value Trap?

      $Nike(NKE)$   Nike has fallen from nearly $180 in 2021 to around $40, but a lower stock price doesn't automatically make a stock cheap. The company is rebuilding around innovation, a stronger sport-first identity, healthier inventory, and improved wholesale partnerships. Gross margins have been stabilizing, and direct-to-consumer remains a key strength. At the same time, the challenges are real. Analysts expect another quarter of soft revenue, competition is intensifying, tariffs and higher sourcing costs remain headwinds, and some believe Nike still trades at a premium valuation despite its decline. For me, this earnings report isn't just about EPS. I'm watching: • Gross margin improvement • Inventory health • D
      1.94KComment
      Report
      👟 Nike (NKE): Turnaround Opportunity or Value Trap?
    • Angmoh88Angmoh88
      ·02-02

      Want to Retire Early in Thailand?

      You Don’t Need to Wait Until 65 Most people are conditioned to believe retirement only begins at 65, after decades of work and total dependence on government pensions. That model is outdated. Early retirement is not a fantasy. It is a financial strategy. You may wonder, why am I saying all this? It's simple, because my friend did this and it works! Assuming you start around age 30, you can realistically build your own income stream within 15 years, enough to live comfortably in a low-cost country like Thailand without waiting for politicians or pension systems. The method is simple, disciplined, and repeatable. The Core Idea: Build Your Own Monthly Income Instead of saving blindly, you build a dividend income engine. Invest at least USD 800 per month Spread across 12 di
      3.46KComment
      Report
      Want to Retire Early in Thailand?
    • nerdbull1669nerdbull1669
      ·2025-10-03

      A Holistic Look Beyond ROE or PE Might Be Good For Our Long Term Investing

      For long-term investing, it is usually not about just one metric like ROE (Return on Equity) or P/E (Price-to-Earnings ratio). Instead, investors often look at a combination of factors to form a holistic view of a company’s quality, growth potential, and valuation. In this article, I would like to share how I would break it down: 1. Quality of the Business ROE (Return on Equity): Measures how efficiently a company uses shareholders’ money to generate profits. High and consistent ROE (say, >15%) can signal strong competitive advantages (a “moat”). ROIC (Return on Invested Capital): Similar to ROE but accounts for debt as well. Often considered a cleaner measure of management quality. Margins (Gross/Operating/Net): Strong and stable margins often point to pricing power. ROE/ROIC tell you
      4.67K3
      Report
      A Holistic Look Beyond ROE or PE Might Be Good For Our Long Term Investing
    • PabloCantuPabloCantu
      ·2025-10-28
      It's awesome to see a good performance over the years. If I am in the top 98% it means a lot of people might not make a profit here. 
      3.88KComment
      Report
    • Maverick AIMaverick AI
      ·2025-09-01

      Dell Ups AI Target to $20B: Betting Big on GPUs

      $Dell Technologies Inc.(DELL)$ delivered record revenue for its second fiscal quarter of 2026 (ending July 2025), with total revenue reaching $29.8 billion—a 19% year-over-year increase that exceeded market expectations. However, underlying concerns lurk behind the impressive figures: gross margin declined to 18.3% (down 2.9 percentage points year-over-year), traditional business growth remained sluggish, and explosive AI server deliveries squeezed profit margins. Despite exceeding expectations in AI order fulfillment, market skepticism persists regarding the company's sustained growth momentum and profitability quality.Performance: AI servers drive revenue growth, but structural challenges become more apparent.1. Explosive growth in AI infrastruc
      4.87K1
      Report
      Dell Ups AI Target to $20B: Betting Big on GPUs
    • LeeskiesLeeskies
      ·2025-09-12
      It's September! (The red month of the year) So it's a good time to reflect on the YTD profits whilst my month is red....the longer term position is what's important.
      3.62KComment
      Report
    • Whng83Whng83
      ·2025-09-03
      Learn long term investing
      3.75KComment
      Report