iiinova — where your digital self keeps evolving

Thank you, great share 👍

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IMO, their reliance on past franchise shoes (Jordans, dunks, air max) is concerning. There is rarely ingenuity in the releases and I think the public has tired of the lack of ideas. They need a creative director and outside voice. Virgil Abloh would have been perfect RIP. #valueinvesting

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.

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Jayo @jayoway.bsky.social · 19/12/2024

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.

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I haven't been monitoring them, but I'll take a look. If the market continues to sour, there could be some good buys on the horizon.

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Jayo @jayoway.bsky.social · 18/12/2024

Hide your kids, hide your wife. 💀 VIX +74% FYI, if you had money on the sidelines, the sale has begun.

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Jayo @jayoway.bsky.social · 17/12/2024

Value is getting more challenging to find.

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Jayo @jayoway.bsky.social · 16/12/2024

Nice, thanks. Will bookmark!

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Jayo @jayoway.bsky.social · 16/12/2024

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

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Jayo @jayoway.bsky.social · 14/12/2024

Exxon is aiming to fill the gap for power that is needed for AI data centers. Not a bad move IMO. "According to one estimate, nearly half of new AI data centers might not have enough power by 2027. " techcrunch.com/2024/12/13/e... #ai #datacenters #valueinvesting

techcrunch.com

Exxon can’t resist the AI power gold rush | TechCrunch

The oil and gas company announced that it’s planning to build a massive power plant for data centers.

Starlink coming to United ($UAL) in 2025 too. And it'll be free. Now if they could just figure out how to get better food on those flights.. 😆

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Why are airline stocks up? Southwest ($LUV) & American Airlines ($AAL) raised 4Q guidance. - 3M passengers on Sunday, the highest number ever on a single day. (wow) 😱 - 31M passengers set to fly over the holiday period vs 29M in 2023. 6.89% increase $UAL, $DAL are my top 2 (not investing advice)

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HOT DEAL 🔥 Perplexity Pro has a 1 year free deal for Xfinity subscribers. Here's the blog post if you want to do it. (I'm not paid for this post) This tool is amazing, you're getting a $20/month value for a free 99. www.perplexity.ai/hub/blog/red...

perplexity.ai

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Jayo @jayoway.bsky.social · 04/12/2024

Some other accounts I respect are supportive of them as well. I'll have to check out!

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Outstanding podcast on Arm. AI/CPUs/GPUs. A must listen to anyone interested in AI. open.spotify.com/episode/2sxL... #investing #ai #technology

open.spotify.com

How ARM Became The World’s Default Chip Architecture (with ARM CEO Rene Haas)

ACQ2 by Acquired · Episode

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Black Friday, Cyber Monday shoppers exceed expectations both in stores and online

Black Friday was a hit (link) 🚀 Still, lots of credit card debt, but it doesn't seem to be a deterrence. Shoppers focusing more on bargain/value. I'm avoiding electronics stocks. $BBY & $DELL both had issues. I'm targeting value apparel. $GAP, $TJX, $ROST www.usatoday.com/story/money/...

usatoday.com

The National Retail Federation said it expects a healthy holiday shopping season.

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Outstanding piece on Amazon by @jholman.bsky.social I musta been under a rock, but its wild they built a whole new fulfillment network in 2023, when they were already so good at it.🤯

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The Wall Street Journal WSJ Bundle $1/week, 92% off first year

For anyone who wants to learn to invest. You NEED great sources of information, and this is a helluv a deal. Remember, the investing greats (Buffett, Munger), were voracious readers. You need to build knowledge constantly. I'm not in any way affiliated w/ WSJ. slickdeals.net/f/17958483-t...

slickdeals.net

Terms: - Unlimited access to WSJ, MarketWatch, and Barron's across all platforms and mobile devices, plus the 10-point, a WSJ subscriber-exclusive daily newsletter. - You will be charged $4.00 +

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Gap Inc. Reports Third Quarter Fiscal 2024 Results, Raises Full Year Outlook

Yeap, sales up across the board in all brand lines via last earnings (Nov 21) - Old Navy: $2.2B +1% vs last yr - Gap: $899M +1% vs last yr - Banana Republic: $469M +2% vs last yr - Athleta: $290M +4% vs last yr

prnewswire.com

/PRNewswire/ -- Gap Inc. (NYSE: GAP), the largest specialty apparel company in the U.S. and a house of iconic brands including Old Navy, Gap, Banana Republic,...

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I'll have to take a look, appreciate the recs! And, I'm always happy to meet another member of the boring investor club! A few other boring positions i'm working on right now are: $GAP, $MRK

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I personally aim for companies with good PEG ratios (0.5-1.5) along with solid PE(ttm), PE(fwd), and cash flow probably.

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. 🤷‍♂️

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I love the fundamentals. US/China relations and China's economy concern me though.

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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/...

Face Offing in Las Vegas

“The most powerful force in the universe is compound interest." – Albert Einstein

Jayo @jayoway.bsky.social · 02/12/2024

Appreciate the info. Always looking to learn more about what cruisers think. 🛳️

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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

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Jayo @jayoway.bsky.social · 27/11/2024

They have a nice PEG ratio, low PE, low FWD PE. Could be ripe for the bounce back IMO.

Jayo @jayoway.bsky.social · 27/11/2024

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