Stock bites

Stock bites Here you can find some exciting news about various businesses, some of our analysis of stocks and what we think can be a decent investment moving forward .

It's our personal opinion with lot of assumptions so its not an investment advice. HOW WE DO WHAT WE DO? As a security analyst and long term value investor, I read a lot of annual reports (10-Ks) , analyze businesses, perform DCF analysis of free cash flow to the company & Dividend discount modelling, and find investment opportunities . My principles are inspired from Ben Graham , Warren Buffett a

nd Charlie Munger, which are straightforward- buy great businesses ( with a wide moat) within circle of competence at fair prices and hold them forever unless management goals are not aligned with the underlying business or some macro changes happen which might affect revenues in a big way. Our favorite hold time (if no better opportunity comes) is forever, as its a great opportunity to be invested in a great business at the right price if not overpaid in the first place. This page was created when doing the above activities since June 2019 , resulted in the returns of 13.33% average annually as of July 2022 ( total returns of ~40% in 3 years ) , which was obviously boosted by Covid dip buying opportunities but offset with Summer 2022 bear market. The aforementioned returns were 70% if we exclude the Summer 2022 stock market crash. Also the returns doesn't include dividends earned which were averaged to be 2.5% across the full portfolio which were mostly reinvested in the portfolio for quarterly compounding.
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Disclaimer

I am not a licensed investment advisor. The information on this page is for educational purposes only and should not be construed as investment advice. I am not recommending any particular investment, and I do not guarantee any investment returns. You should do your own research before making any investment decisions. This includes considering your own financial situation and risk tolerance. You should also consult with a licensed investment advisor before making any investment decisions. I am not liable for any losses that you may incur as a result of following my investment advice. You are solely responsible for your own investment decisions. By accessing this page, you agree to these terms and conditions.
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28/11/2025

Congrats to the readers who jumped into Avgo at $80 and Google at $82 with us. Both turned out to be 4 bagger. Such are the tailwinds of AI investments, but we need to be cautious where this trend of AI spend is going. We are exiting most of our Avgo position and we are long Google. Avgo is $399 and Google is $323 at the time of writing.
We initiated positions in ADBE, UNH, FTNT when they dipped a lot and added onto Crox when it dipped below $77. We have placed a risky bet on ONDS which keeps surprising us with its revenue growth, albeit from acquisitions.

Happy Thanksgiving🍁

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Disclaimer: We are not licensed investment advisors. The information on this page is for educational purposes only and should not be construed as investment advice. We are not recommending any particular investment, and we do not guarantee any investment returns. Past performance is not necessarily indicative of future results. You should do your own research before making any investment decisions. This includes considering your own financial situation and risk tolerance. You should also consult with a licensed investment advisor before making any investment decisions. We are not liable for any losses that you may incur as a result of following my investment advice. You are solely responsible for your own investment decisions. By accessing this page, you agree to these terms and conditions.
I/we have a long position in the shares mentioned in the published rankings and research reports either through stock ownership, options, or other derivatives. I/we write the articles and it expresses my/our own opinions. I/we am/are not receiving any compensation for it . I/we have no business relationship with any company whose stock is mentioned in this article.
with any company whose stock is mentioned in this article.

Compounding is king 👑 Nice stat from CNBC , $10k invested in 1960 in S&P500 without reinvesting dividends now would beco...
08/03/2025

Compounding is king 👑 Nice stat from CNBC , $10k invested in 1960 in S&P500 without reinvesting dividends now would become almost $1mil. With dividend reinvesting however that figure would look like $6.42 million!

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