Biggest question most folks have right now is when do I buy?

I like to follow following link, which gives you some historical perspective on the S&P's PE over the years.

As you can see, S&P still is expensive.

worldperatio.com/major-stock-...

$UAL up 6.47% for the day.

Earnings Q4:

Airlines have greatly benefited from the expansion of premier seating, especially United. Also, keep in mind, they'll begin adding starlink 2025.

And yes, their food still is not great, but that leaves some room for improvement on the table. 😂

I’m not so sure $NIKE is a good buy on the dip.

We’re talking about -23% in the last 5 years.

Their competition by $DECK (Hoka/Ugg) $ON (on cloud) and $CROX is real.

Massive miss by Nike on the comfort trend.

Also, I can’t personally name an exciting shoe they’ve released since the fly knits.

This is a great deal. Perplexity pro free for a 1-month! 🎄🎅🏼

Saw their founder post this.

Highly recommend, it’s replaced a lot of my Google queries, and is dynamic.

I love all the options with it. Lmk if you guys want me to show you how I’m using it.

Hide your kids, hide your wife. 💀

VIX +74%

FYI, if you had money on the sidelines, the sale has begun.

S&P 500’s current PE ratio 30.75 as of 12/13.

Historical median is 17.92.

Not saying it’s a bubble, but be aware, stocks are not cheap.

#valueinvesting #investing

A) people get caught up in hype. The FOMO drives people to get in too late. And boring gets results, look at UAL (United) vs SPY this yr.

136.3% vs 27.81%

B) is like drafting a QB in the 1st round. It's exciting and fun, but sometimes it's a guy that's outta the league in a year or two. 🤷‍♂️

Norwegian Cruise Line was also one of the upgrades.

Good excerpt from a Deloitte Holiday Retail report for the holidays.

"Spending on experiences is expected to increase 16% this yr."

#valueinvesting #investing #$RCL #$UAL

www2.deloitte.com/content/dam/...

Truist raised price targets on cruise line stocks. I'm a big believer in $RCL (Royal Caribbean)

+90.29% YTD

PEG: 0.66 (5 yr)
F/PE: 17.04

Best of the cruise stocks, and their new ships are magnificent.

Hunt the stocks boring stocks. (not investment advice)

#valueinvesting #investing

Perplexity AI is a 🚀

This growth is insane. via Barron's article

2023: 500M searches via Perplexity AI
2024: 425M searches in the LAST 30 DAYS! WHAT?

I still believe in Google ($GOOG), but this could grow into a problem for them.

#ai #generativeai #valueinvesting #tech

Who is seeing 'Gladiator 2' this weekend?

#film #cinema #entertainment

Should Google be worried? 😟

Perplexity AI just keeps coming out with new cool things. 🤯

They now have a 1-click buying feature for shoppers. Prompt and they'll give you one click buying options. 🎁

Nvidia, Bezos, and Shopify's founder are investors.

#ai #perplexity

If Bluesky was a place

VS

If X was a place

(not) A thread..🧵

#notathread #thankyoubluesky #bluesky

People on Bluesky vs People on X

(not) A thread..🧵

#notathread #thankyoubluesky #bluesky

Spotify’s AI playlist creation needs some work.

It likes Drake more than Drake likes Drake. 85/85 songs were by Drake. 😵

Perplexity AI is really cool. No one is allowing you track news in real time like them.

They had a link right under the prompt box for NVDA earnings and it opened up this gem of a dashboard.

- Charts (w/ AH prices)
- Earnings call transcript
- Links to articles

$NVDA #perplexityai #ai #nvda

I’m also a fan of the ability to switch your AI model from (perplexity’s, Claude Sonet, gpt 4o, and grok.

They also have gen ai tool, even tho that product is much more clunky right now, it does have some models to chose from.

‘The Drop’ one of the last films with James Gandolfini and it doesn’t disappoint.