From Growth To Value @FromValue Twitter profile | Pikagi

Pikagi

From Growth To Value

@FromValue

100,238

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Following

4,308

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Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics

https://t.co/kFVgHcSEq6

Joined July 2018

Don't wanna be here? Send us removal request.

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@FromValue

From Growth To Value

8 months

From Market Noise to Clarity It could be an alternative name for From Growth To Value.😀 While many investors get lost in trends, I stay serene and strategic. Most investors think you need to constantly monitor your stocks, jump on every trend, and predict the next big stock.

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@FromValue

From Growth To Value

8 months

When Peter Lynch got a phone call ☎️ from Warren Buffett. 😁

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@FromValue

From Growth To Value

2 years

If someone would have said in Sept. 2021 that $FB would be down 50%, $NFLX 68% and $PYPL 70%, very few would have believed that. Now that they are down so much, few believe they can go up again. It's a lack of imagination. Much more is possible than you think, both up & down.

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@FromValue

From Growth To Value

2 years

$NFLX Not great $FB Not great $AMZN 👌 $AAPL 👌 $MSFT 👌 $GOOGL 👌 FANG = dead Long live MAGA

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@FromValue

From Growth To Value

4 years

Why I never buy an #IPO $SNOW, $PLTR, $NCNO, $AMWL, $SUMO, $U, $GDRX etc. A thread. 👇 I wait for at least 2 quarterly results, preferably more, but normally at least 8 or 9 months after the IPO. There are several reasons for that. (1/12) 👇

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@FromValue

From Growth To Value

3 years

Cynicism is really bad for investing success. $TSLA was 'just a car' $AAPL was 'just a phone' $FB was 'just a website' $GOOGL was 'just an algorithm' $NVDA was 'just a chip' $SBUX was 'just coffee' $MCD was 'just fast food' ... Cynicism sounds smart but it costs you money

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@FromValue

From Growth To Value

4 years

$CRWD down 7%. Because of the vaccin, there will be no crooks anymore. 🤔🙄 $DOCU down 13.5%. Because of the vaccin, people will all of a sudden crave for slow back-and-forth paper work. 🤔🙄 $ROKU down 7.8%. Because of the vaccin people become allergic to smart TVs. 🤔😜😂

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@FromValue

From Growth To Value

6 months

If you still don't understand the difference between $NVDA and all the rest, Jensen Huang explains it in less than 2 minutes. "We observed that and realized that about a decade and a half ago."👀

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@FromValue

From Growth To Value

6 months

I'm long $NVDA since $25 and today, it crossed $700. 🚀🚀🚀 When it was at $400, I recommended it a few times to the Multis as a Best Buy Now and called it fairly valued for its growth. But does $700 make sense or is it in clear bubble territory? 🫧 Let's have a look. 👇 1/6

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@FromValue

From Growth To Value

3 years

When I picked $SHOP in May 2017, it had📈 223% in 2 yrs. It's a 20 bagger since. $TTD in May 2019 (split-adjusted), had 📈550% in <3 yrs. It's a 5 bagger+ since. $SE: +319% in the 16 months before I picked it, it's a 5 bagger+ since. Don't think you missed it. Think long-term

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@FromValue

From Growth To Value

8 months

10 visuals to help investors! 👇 1. My favorite investment tools:

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@FromValue

From Growth To Value

3 years

$SE WHAT A QUARTER again! 🚀 🚀 🚀 Revenue of $2.28B, up158.5% YoY, beating the consensus by 13%. 🤯 It even starts beating on EPS now. 😁 Gross profit $930.9M, up 363.5% YoY Sea is growing like a sub $100M small cap.

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@FromValue

From Growth To Value

2 years

10 Growth Stocks that I think will outperform over the next decade: 💵 $ADYEY 🐶 $DDOG 🖥️ $CNSWF 💼 $PAYC 📺 $TTD 🕵️‍♂️ $CRWD 🔐 $NET 🏭 $ASML 🛒 $MELI 💻 $NVDA 📱 $TWLO What are your 10 growth stocks for the next decade? 👇

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@FromValue

From Growth To Value

8 months

Peter Lynch is an investing legend! I think most investors have read "One Up On Wall Street." But "Beating The Street," one of his other books, is also full of gems. In the book, he also shares his 25 rules for investing. Here they are: 1. Investing is fun and exciting, but

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@FromValue

From Growth To Value

3 years

Last week, Charlie Munger had his 98th birthday. He is, even more than Buffett, a hero. On inflation, for example: 'I’m optimistic about life. If I can be optimistic when I’m nearly dead, surely the rest of you can handle a little inflation.'

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@FromValue

From Growth To Value

9 months

These are my favorite investing tools I use all of the time.

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@FromValue

From Growth To Value

3 years

😂😂😂👍🏻👍🏻👍🏻

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@FromValue

From Growth To Value

3 years

$UPST Great quarter again! Revenue $228M, +250% YoY and beating the consensus $13.12M or 6.1% EPS of $0.60 beating by $0.27; GAAP EPS of $0.30 beating by $0.06 Guidance Q4 Revenue of $255M to $265M vs consensus of $227.62M, almost +15% at the midpoint. Shares - 17.8% 🤔🤷🏻

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@FromValue

From Growth To Value

4 years

@saxena_puru I think it is a matter of the silent majority here, Puru. I think that an overwhelming majority supports you.

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@FromValue

From Growth To Value

3 years

How many times have you heard about $AMZN, $NFLX, $AAPL millionaires? You would expect them to be numerous, wouldn't you? Most couldn't hold through the volatility. $AMZN: -90% (dotcom) $NFLX: -75% (Quikster debacle, 2011) $AAPL: -52% in 1 day (2000, earnings miss)

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@FromValue

From Growth To Value

2 years

“Every five to seven years, people forget that recessions occur every five to seven years.” Morgan Housel

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@FromValue

From Growth To Value

3 years

Take 5 investors. They invest for 20 years each, $2,000 every year, so in total $40,000. We take 5 cases: 1. perfect market timing, investing the $2,000 exactly at the 52-week low. 2. lump-sum investing, investing the money when you get it. 1/10 👇

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@FromValue

From Growth To Value

7 months

Some of my favorite investment tools. 👇

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@FromValue

From Growth To Value

3 years

At this moment, $PINS is a value stock. This is its forward PE. 👀🤯 As you can see, it's lower than that of $PEP and $KO. The difference? PEP&KO are expected to grow revenue by about 5% in the next 3 yrs, PINS by about 25% to 30% per year. #fromgrowthtovalue 😁

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@FromValue

From Growth To Value

1 year

I almost never share sth from my private life but now I will. Someone very dear to my wife got a very bad diagnosis and may not survive. Tomorrow morning (9 am CET) there is an all-or-nothing (experimental) surgery. Could you please send your positive energy/prayers? 🙏

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@FromValue

From Growth To Value

3 years

$SE down 5% on a $BAC downgrade from this guy. Considering his track record, seems pretty bullish to me. 😁😉

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@FromValue

From Growth To Value

3 years

$PLTR Any chart readers out there who can interpret this chart? 😂 (from Wall Street Bets)

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@FromValue

From Growth To Value

3 years

“All the math you need in the stock market you get in the fourth grade.” ~Peter Lynch Beware of people overcomplicating investing.

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@FromValue

From Growth To Value

11 months

Bill Ackman is a legendary investor. In this video, he shows you everything you need to know about finance and investing in just 45 minutes. Always learn from the best.

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@FromValue

From Growth To Value

5 months

Is $NVDA a bubble or no bubble? Be careful. You can prove anything by overlaying charts, depending on when you start.

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@FromValue

From Growth To Value

5 months

If you invested $10K in $NVDA 10 years ago, that would be worth $1.97 million now, or a CAGR of 70%. Simply mind-blowing! 🤯

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@FromValue

From Growth To Value

3 years

“Nobody can predict interest rates, the future direction of the economy, or the stock market. Dismiss all such forecasts and concentrate on what’s actually happening to the companies in which you’ve invested.” Peter Lynch

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@FromValue

From Growth To Value

4 years

$LVGO is a perfect example of a win for everybody: * Patients become healthier. * Patients get free testing strips, so cheaper for them. * Less treatment, so cheaper for insurers * Cheaper for the public health care costs. * Great returns for its stockholders.

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@FromValue

From Growth To Value

3 years

I think the whole #RobinHood debacle shows the bull case for $SQ. If it builds out the trading capacities of @CashApp it could become the new, better version of @RobinhoodApp . @Square could use it as a lead magnet and make (more) money from the rest of its services.

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@FromValue

From Growth To Value

3 months

😂😂😂

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@FromValue

From Growth To Value

6 months

$GOOGL has been undervalued since 2021. Change my mind.

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@FromValue

From Growth To Value

1 year

Most investors 😂😂😂

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@FromValue

From Growth To Value

1 year

😂

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@FromValue

From Growth To Value

3 years

$SE FANTASTIC earnings results again! Revenue $2.7B +125.0% YoY🚀 Beats the consensus by $240M.🤯 GAAP EPS of -$0.84 misses by $0.06 (nothing new here 😁 Shares +5.8% now.

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@FromValue

From Growth To Value

3 years

10 years ago, $AAPL had a market cap of $330B, now $2.2T. If you would have said that at the time, you would have been the laughing stock of Wall Street. Imagination combined with logic is a strong force. Which $100B+ company has the potential to be a $2T company before 2035?

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@FromValue

From Growth To Value

3 years

Pretty sure this basket of 10 'Covid stocks' will outperform the market over the next year, 3 years and 5 years. I'm definitely least confident about the first year. @RemindMe_OfThis 1 year $TDOC $PINS $PTON $ROKU $MELI $SE $FVRR $TWLO $DOCU $SQ

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@FromValue

From Growth To Value

6 months

This will blow your mind about market timing! 99% of what you hear about stocks is market timing: will the market go up or down? But that's noise. To demonstrate my point, here is a little story backed by evidence. Imagine 5 investors. Each invests for two decades, allocating

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@FromValue

From Growth To Value

6 months

$AMZN is up 7% in the after-hour market to $170. Jeff Bezos said from the start that OCF (operational cash flow) was the best way to value the stock and yes, looking back, the stock price followed OCF. That also means that the stock is worth $250 now. 👀 That's +47%

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@FromValue

From Growth To Value

3 years

A lot of people want the next $NFLX, $TSLA or $AMZN but they don't look at how volatile these stocks were when they were younger. I can guarantee that if you want the next huge winner, you will have to ride the stock down several times.

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@FromValue

From Growth To Value

2 years

“Read last year's market predictions and you'll never again take this year's predictions seriously.” Morgan Housel

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@FromValue

From Growth To Value

2 years

$AMZN could survive the dotcom crash by raising a ton of money just before the crash began. $SE now raised a lot of money near the top of this crash. Another parallel. Just saying😉

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@FromValue

From Growth To Value

5 months

Many of the people saying $NVDA is a bubble hold $MSFT in their portfolios. $MSFT is more expensive than $NVDA, with much lower growth prospects.

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@FromValue

From Growth To Value

3 years

On this day 10 years ago, $AMZN was worth $80B. If you would have predicted that it would have a market cap of $1.75T in 2021, you would have been the laughing stock of Wall Street. The consensus was that it was 'ridiculously overvalued'. 1/2

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@FromValue

From Growth To Value

3 years

My Multis know this already but I wanted to share this $SE news here too. I got information again from my source that shared before that Spain and France would be the next countries where Shopee would be launched weeks before they were actually launched. A thread 🧵👇 1/9

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@FromValue

From Growth To Value

4 years

“I put two children through Harvard by trading options. Unfortunately, they were my broker’s children.” Jason Zweig

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@FromValue

From Growth To Value

2 years

If you can't see what an idiot you were when you started out investing you probably still are an idiot. 😂

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@FromValue

From Growth To Value

3 years

$NVDA: a really good quarter again. Revenue of $7.1B +50.1% YoY, beating by $290M or 4.25% EPS of $1.17 beating by $0.09 GAAP EPS of $0.97 beats by $0.11. Data Center $2.94B +55% YoY, Gaming $3.22B +42% YoY Can I nominate Jensen Huang as a top 3 underrated CEO?

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@FromValue

From Growth To Value

3 years

I just got a scoop from a secret source and it's 🤯. $SE is launching in Poland 🇵🇱 now but the next countries could be Spain 🇪🇸 and France 🇫🇷!🤯 This company keeps amazing me with its boldness and execution! Long since $54, long for a very long time to come!🚀🚀🚀

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@FromValue

From Growth To Value

3 years

If you are first down 10% and later on the day 5% it almost feels like a win. 😀

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@FromValue

From Growth To Value

3 years

$NET Consistency in a bottle. +50% YoY. evenue growth quarter after quarter since IPO: Q3 2019: +47.6% YoY Q4 2019: +51.2% YoY Q1 2020: +47.8% YoY Q2 2020 +47.9% YoY Q3 2020: +54.5% YoY Q4 2020: +50% YoY. The consistency is awesome and remarkable.

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@FromValue

From Growth To Value

3 years

NOT watching CNBC is a competitive advantage for investors. 🙂

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@FromValue

From Growth To Value

3 years

What do you think is the most undervalued $10B+ company? I'm not talking about the highest conviction, just what you think is most undervalued vs. the long-term story. I'll start with mine: $TDOC

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@FromValue

From Growth To Value

3 years

#GameStop $GME 3 lessons: 1. Never short. Your upside max is only 100%, your downside is unlimited. 2. If #wallstreetbets is stock market manipulation, then the often ridiculous short reports of @CitronResearch & others are too. 3. Many big hedge funds are still very arrogant.

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@FromValue

From Growth To Value

5 months

$CRWD's revenue growth is a thing of beauty! 🤩 More than 20x in 6 years! 🤯🚀

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@FromValue

From Growth To Value

3 years

$SE 😂

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@FromValue

From Growth To Value

3 years

$SE 🇪🇸🇵🇱🛒🤯 "Shopee is already the top shopping app in Poland and Spain among Android users."

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Shopee enters France, Spain, and Poland in aggressive European expansion | KrASIA

Shopee enters France, Spain, and Poland in aggressive European expansion. Shopee is already the top shopping app in Poland and Spain among Android users.

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@FromValue

From Growth To Value

3 years

$SE The stock price of Sea is up 145% over the last year but its P/S ratio has been stable around 20. Before earnings, it goes up to 27-28, with earnings it drops to 20 again. So buying Sea today is like buying it at $150 last year! H/t @IrnestKaplan for pointing this out! 👍🏻

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@FromValue

From Growth To Value

3 years

$UPST Incredible quarter! Revenue $194M +1,018% YoY 🚀, beating by $36.2M beating the consensus by 22.8% 🤯 Non-GAAP EPS, 0.62 beats by $0.37. GAAP EPS of $0.39 beats by $0.27 Loans: $2.80B, +1,605% Conversion 24% vs. 9% in Q2 2020 Operating income: $36.3M vs -$11.4M in Q2 2020

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@FromValue

From Growth To Value

2 years

Time in the market > timing the market. If you can find a stock that grows by 12.2%/year, after 40 years, you have a 100 bagger. So from $10k to $1M 35 years? 14% 30 years? 16.6% 25 years? 20% One such stock can change your life.

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@FromValue

From Growth To Value

6 months

$CELH sales: 2019: $75 million 2023: (expected) $1.24B 🤯🤯🤯

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@FromValue

From Growth To Value

3 years

$SE the price is up, so many will call this good earnings and find reasons for that. If the stock would have dropped, many would have called this bad earnings and find reasons for that. This shows how ridiculous short-termism is. 😂

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@FromValue

From Growth To Value

3 years

Tech is in such a bubble! Overvalued! Dotcom bubble 2, I tell you! Just look at this chart and you see that US tech rises unsustainably! What? It's not price? No, this is an earnings chart. Around 2010 is the tipping point. SaaS started off then. Don't panic, zoom out.

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@FromValue

From Growth To Value

4 years

My new free article is out! $SE has a competitive advantage vs. its competitors: Garena is an internal cash cow that can fuel the two other businesses inside of the company. How Sea's Garena Fuels Shopee And SeaMoney

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How Sea's Garena Fuels Shopee And SeaMoney (NYSE:SE)

In this article, we focus on Garena, the gaming component of Sea, as it is this business that provides cash to Shopee and SeaMoney, the two other components...

seekingalpha.com

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@FromValue

From Growth To Value

3 years

Why does the average investor underperform the market so much? According to studies, it has to do with trading too much. The more trading, the higher the underperformance. See this Berkely study, for example: Long 🧵on long-term investing 👇 1/25

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@FromValue

From Growth To Value

3 years

If you can name only 1 book that has influenced you the most in your investing style, which would it be? For me, it's Common Stocks And Uncommon Profits by Philip Fisher.

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@FromValue

From Growth To Value

3 years

It's been a while, so let's do it while we can. 🙂 $ROKU 🚀🚀🚀 $CRWD 🚀🚀🚀 $SE 🚀🚀🚀

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@FromValue

From Growth To Value

2 years

Charlie Munger, one of the best investors ever: "If you can't stomach 50% declines in your investment, you will get the mediocre returns you deserve." Most investors 👏&🙌 When their stocks drop 50%, most investors 😱 & sell. What do you think they will get? 🤔

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@FromValue

From Growth To Value

9 months

$TTD is down about 30% in the post-market hours. 😱📉🔻3⃣0⃣ I think it still has multibagger potential for patient long-term investors. But what does The Trade Desk do exactly? 🧵👇 1/10

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@FromValue

From Growth To Value

3 years

$FB The data of 550 million people leaked on the internet, among which mine. 🤬 The stock up 3.4%.😳 Sold my shares years ago, still feels like the right decision. I don't care about the stock price of companies I'm not proud to be a part-owner. Of course, to each his own! 🤷🏻‍♂️

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@FromValue

From Growth To Value

3 years

Don't wait to buy the stock of a great company. Buy the stock of a great company and wait. 🙂

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@FromValue

From Growth To Value

3 years

Yep! This is how it goes! It's too late to buy $SE. It's too late to buy $SQ. It's too late to buy $CRWD. It's too late to buy $NET etc. If you are a long-term investor, you should think about the long term, not about the next year or so.

@BrianFeroldi

Brian Feroldi

3 years

Me in 2009: It's too late to buy $AMZN Me in 2010: FINE! I'll buy it Me in 2011: It's too late to buy $NFLX Me in 2012: FINE! I'll buy it Me in 2013: It's too late to buy $V Me in 2014: FINE! I'll buy it Me in 2017: It's too late to buy $SHOP Me in 2018: FINE! I'll buy it

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@FromValue

From Growth To Value

2 years

“You should like risk because it pays off over time. But you should be paranoid of ruinous risk because it prevents you from taking future risks that will pay off over time.” Morgan Housel The Psychology of Money

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@FromValue

From Growth To Value

11 months

Michael Burry predicted 18 of the last 2 crashes. When he will be right again eventually, I'm sure there will be people fainting in admiration. 🙄

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@FromValue

From Growth To Value

2 years

From the start, my profile has said that I invest for 10 years+ I will probably not need the money for 20 yrs. Tell me why I would exactly be stressed by the YTD?🤔 I just keep adding money every 2 weeks, like I have done for years. The more stocks go down, the better for me.

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@FromValue

From Growth To Value

3 years

😂😂😂

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@FromValue

From Growth To Value

3 years

For those who think stocks that drop substantially should be sold if you are a long-term investor. In 2000, $AAPL's stock fell 51.9%... on a single day.

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@FromValue

From Growth To Value

3 years

I often say "Everybody's a long-term investor until the stock price drops like a rock." True investors can shine at that moment. Everybody can hold a stock when it only goes up. The really good investors can hold it when it goes down. The difference? Knowledge!

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@FromValue

From Growth To Value

2 years

“In the long run, investing is not about markets at all. Investing is about enjoying the returns earned by businesses.” Jack Bogle

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@FromValue

From Growth To Value

3 years

"Compounding is hard because a bad month can feel longer than a good decade." Morgan Housel

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@FromValue

From Growth To Value

3 years

$SQ is a bank now. 🚀🚀🚀 The difference with your grandma's bank? Square's CAC (customer acquisition cost) is $5, that of traditional banks around $200.

@jack

jack

3 years

🏦 now open

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@FromValue

From Growth To Value

3 years

Warren Buffett famously said: "The stock market is a device which transfers money from the impatient to the patient.” I see a lot of impatient investors and few patient... But that's probably exactly what this is about.

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@FromValue

From Growth To Value

4 years

Livongo $LVGO has an agreement with Dexcom $DXCM. Livongo has CGM (=continuous glucose monitoring). The biggest player in CGM, is Dexcom. Livongo gets Dexcom's data and adds it to its data pool to learn more for its nudges and insights, using AI. #moat #potentialmultibaggers

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@FromValue

From Growth To Value

3 years

If you have a hard time holding $TDOC, just look at $SQ from September 2018 to March 2020, an 18-month period. This is just how it goes in investing. A lot of people will tell you something has changed, they will find details to prove it, but it's just price action. HODL 💎👐

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@FromValue

From Growth To Value

3 years

$TDOC 🚀🚀🚀 This is how it often goes in the stock market: months nothing, then boom💥 And much more to come, I'm sure!

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@FromValue

From Growth To Value

3 years

If you invest in companies that you actually like, it's easier to hold their stocks when the eventual drop comes. You think more like an owner.

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@FromValue

From Growth To Value

3 years

There is no school where you can learn investing. The money you lose starting out in the market is your tuition fee. Therefore, start small. I made huge mistakes when I started but with small amounts. Just like for any other graduation you will have to study to do well.

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@FromValue

From Growth To Value

4 years

10 reasons I'm still so excited about $TTD for the long term, a thread. 1. Jeff Green, founder and CEO of $TTD is one of the clearest speakers among all CEOs, with great insights and forecasts of where his industry is going. (1/10)

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@FromValue

From Growth To Value

3 years

$TDOC A video call with your doctor is the equivalent of the first mobile phones, which looked like a brick and that couldn't take pictures, let alone go online. The real revolution will be in 24/7 connected healthcare That's why Teladoc's Livongo acquisition was so important.

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@FromValue

From Growth To Value

3 years

Read my lips: MercadoPago is to $MELI what AWS was to $AMZN

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@FromValue

From Growth To Value

1 year

Since its IPO, $TTD is a 20-bagger and since I picked it 4 years ago, it's a 3-bagger, despite being down ~45% from its highs right now. I think it still has multibagger potential for patient long-term investors. But what does The Trade Desk do exactly? A 🧵👇1/10

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@FromValue

From Growth To Value

3 years

$ROKU and $GOOG $GOOGL reach a deal. Anthony Wood, you are fantastic!

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Roku, Google Reach Long-Term Deal for YouTube and YouTube TV

Roku and Google reached a multiyear extension for both YouTube and YouTube TV apps on the Roku streaming platform.

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@FromValue

From Growth To Value

4 years

According to the Buffett Indicator (total market cap divided by the GDP) the market is significantly overvalued. But the Buffett Indicator may not work anymore today. 1/10 A thread to explain why...👇

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@FromValue

From Growth To Value

3 years

$AMZN did $125B in sales in Q4 2020. That's almost $10B a week, almost $1.4B a day, $57M per hour or almost $1M per second. 🤯

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