Core Insights - United Parcel Service, Inc. (UPS) has experienced significant stock losses exceeding 35% over the past year, indicating a period of technical weakness for the stock [1] - Despite the technical challenges, the current valuation of UPS is considered too attractive to overlook, suggesting potential investment opportunities [1] Company Analysis - The stock's performance has been notably poor, with a decline of over 35% in the last year, which may continue in the short term [1] - The analysis indicates that the valuation metrics for UPS have reached a level that may present a buying opportunity for investors [1]

For a very long time, and largely influenced by my traditional academic training plus years in fundamentals-based equity research, I ignored the benefits of basic technical analysis — a.k.a. "witchcraft" in the world of portfolio management. Today, I think that obeying a couple of simpleDaniel Martins is the founder of independent research firm DM Martins Research. The firm's work is centered around building more efficient, easily replicable portfolios that are properly risk-balanced for growth with less do ...

Charlie Munger’s Strategy: Buy Quality Stocks at the 200-Week MACharlie Munger’s Lessons to BuffettWarren Buffett is widely regarded as the most prolific and successful value investor of all time in most Wall Street circles. However, Buffett did not achieve success on his own. His best “investment” decision was probably his teaming up with Charles Munger. Munger, who passed away in November 2023 at 99 years old, was Buffet’s best friend and was full of comedic charm, wisdom, experience, and investment knowl ...

Group 1 - The investor has a contrarian investment style, focusing on high-risk, illiquid options and shares, with a portfolio split of approximately 50%-50% [1] - The investment strategy involves buying stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are purchasing shares at lower prices [1] - Fundamental analysis is employed to assess the health of companies, their leverage, and to compare financial ratios with sector and industry averages [1] Group 2 - Technical analysis is utilized to optimize entry and exit points, primarily using multicolor lines for support and resistance levels on weekly charts [1] - The investor conducts professional background checks on insiders who purchase shares after sell-offs to ensure credibility [1] - The investment timeframe typically ranges from 3 to 24 months, indicating a medium-term investment horizon [1]

Boeing Co. BA expanded its order pipeline after bagging five major deals over the last 10 days. While its short and medium-term price trend remains strong, here's more on the company's technical analysis. What Happened: Here are the five orders bagged by Boeing from March 21 to March 30. Korean Air: Malaysia Aviation Group: Finalized an order for up to 50 widebody aircraft, including 20 each of 777-9 jets, and 787-10 jets, and options for 10 more 787 Dreamliners. This is Korean Air's largest Boeing order, s ...

Core Insights - Monster Beverage Corporation (MNST) is experiencing strong upward momentum, trading at $57.31, above its 200-day SMA of $51.23 and 50-day SMA of $51.41, indicating a bullish trend [1][2] - The company has achieved an 11.9% rise in stock price over the past six months, significantly outperforming the industry, which declined by 5.9% [3] - The energy drinks segment reported a 4.5% year-over-year increase in net sales in Q4 2024, with currency-adjusted growth at 7.6%, reflecting strong brand positioning and product innovation [7] Financial Performance - Monster Beverage's gross margin improved year-over-year due to lower input costs, despite challenges from an unfavorable geographical sales mix [8] - The company has seen record sales driven by international market momentum, with notable growth in Europe, Asia-Pacific, and Latin America [10] - The Alcohol Brands segment faced challenges, with a decline in sales due to weaker craft beer demand, impacting overall profitability [11][12] Operational Resilience - Despite weather-related disruptions, Monster Beverage maintained strong growth across key retail channels, showcasing operational resilience [9] - The company is exploring opportunities for its alcohol products in international markets, further expanding its portfolio beyond energy drinks [10] Cost Management - Adjusted operating expenses increased year-over-year due to higher impairment charges in the Alcohol Brands segment and elevated payroll and sponsorship costs [13] - The increase in operating expenses as a percentage of sales may continue to pressure overall profitability [13] Strategic Outlook - Monster Beverage is well-positioned for potential upside, supported by its strong brand portfolio and long-term growth strategies [14] - Ongoing strategic initiatives and product expansion efforts provide a positive outlook, despite recent stock fluctuations [14]

Group 1 - The investor has a contrarian investment style, focusing on high-risk, illiquid options and shares, with a portfolio split of approximately 50%-50% [1] - The investment strategy involves buying stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are purchasing shares at lower prices [1] - Fundamental analysis is employed to assess the health of companies, their leverage, and to compare financial ratios with sector and industry averages [1] Group 2 - Technical analysis is utilized to optimize entry and exit points, primarily using multicolor lines for support and resistance levels on weekly charts [1] - The investor conducts professional background checks on insiders who purchase shares after sell-offs to ensure credibility [1] - The investment timeframe typically ranges from 3 to 24 months, indicating a medium-term investment horizon [1]

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Core Insights - Amazon's stock has declined by 16% over the past month due to macroeconomic uncertainties and disappointing Q1 2025 guidance [1] - Despite beating Wall Street expectations for Q4 and full-year 2024 earnings, the company's projected Q1 2025 revenue fell short of consensus estimates, raising concerns about growth [2] Financial Performance - Amazon reported a 10% year-over-year revenue increase, but projected Q1 2025 revenue between $151 billion and $155.5 billion, missing the $158.5 billion consensus estimate [2] - At the lower end of the projection, this would represent Amazon's slowest quarterly growth rate since going public in 1997 [2] Market Position - Amazon maintains a dominant position in the U.S. e-commerce market, accounting for 39.6% of total online retail sales, with expectations to surpass 40.9% by 2025 [4] - Amazon Web Services (AWS) reported 19% growth in Q4 2024, although it is losing market share to competitors like Azure and Google Cloud, which grew by 31% and 30% respectively [5] Advertising Revenue - The online advertising segment generated $17.29 billion in revenue in Q4 2024, reflecting an 18% year-over-year increase, making Amazon the third-largest platform in the global digital advertising market [6] Technical Analysis - Technical indicators suggest a potential bullish setup for Amazon stock, with a noted price target of $300 by the end of 2025 [7] - The stock recently broke below its 50-week moving average for the first time since August 2024, indicating a potential buying opportunity [8] - Historical trends show that when Amazon's stock hits similar levels, it has rallied approximately 65.24% in the following months, suggesting significant upside potential [9]

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on deep value opportunities, particularly in stocks that have recently experienced sell-offs due to non-recurrent events, while also considering insider buying as a positive signal [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and potential returns [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - Preference is given to stocks that have undergone a recent sell-off, particularly when there is insider buying at the new lower price, indicating potential recovery [1] - The investor conducts professional background checks on insiders who purchase shares post-sell-off, adding a layer of due diligence [1] Market Focus - The primary focus is on stocks in the US market, although there is openness to owning shares in less stable economies, referred to as "banana republics" [1] - The investor's approach is characterized by a willingness to engage with illiquid options, highlighting a high-risk tolerance [1]