Where growth meets value. 10+ years of investing, a €4M+ portfolio built over time, and transparency at the heart of everything I share. Join my discord 👇🏼
Joined December 2024
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My 10-Year Investing Playbook.
From €300K to €4.5Million
Read it here. 👇🏼
valuespectre.substack.com/p/…
ValueSpectre retweeted
Green days: we’re geniuses.
Red days: we’re long-term investors. 😂
Join us on Discord 👻👇
discord.gg/RxS7QBwXx
Glad I sold my $NOW position a few weeks ago for a nice profit! 😅
Down 24% today. 📉
Still a fantastic company, but even great businesses can be bad investments at the wrong valuation.
I’ll definitely be looking to get back in around $100.
Great company, better price. That’s what I’m looking for! 👻
Sold my entire $NOW position.
Locked in a €31.5K profit (+27%) on a ~€116K position. 📈
Not because I think ServiceNow is a bad business — quite the opposite. It remains a fantastic company with an incredible long-term story.
But at the current valuation, I see better risk/reward opportunities elsewhere.
I’d happily buy $NOW again if the valuation becomes more attractive.
Question for the X creators: Is replying 400 times a day really worth it? 👀
Let’s do the math:
• 400 replies/day = 6/7 hours of work
• 30 days/month, including weekends
• That’s 200 hours/month
• McDonald’s pays around $13–$15/hour
• That’s $2,600–$3,000/month
• Many monetized X creators reportedly earn just $200–$500/month
Unless you’re building a real audience or business, flipping burgers might actually offer a better ROI. 🍔😂
Don’t get me wrong, I still love it here on X! 👻
Just wondering if I’m missing something?
Green days: we’re geniuses.
Red days: we’re long-term investors. 😂
Join us on Discord 👻👇
discord.gg/RxS7QBwXx
ValueSpectre retweeted
$ORCL is down 44% over the past year, yet I’m already up 6.21% on my position. Entry price matters 👻
Btw, I’m using these visuals now because my broker’s app isn’t winning any design awards 😂
🤖 Made with AI
After a 16.5% jump, $VRT closed at $242.94. Using the current pre-update 2027 EPS consensus of $9.19, that is ~26.4x forward earnings.
Expensive? Only if estimates stop rising. Q3 organic orders grew >100% and FY26 EPS guidance reached $7.15.
I can see the future 😉 $NOW
Sold my entire $NOW position.
Locked in a €31.5K profit (+27%) on a ~€116K position. 📈
Not because I think ServiceNow is a bad business — quite the opposite. It remains a fantastic company with an incredible long-term story.
But at the current valuation, I see better risk/reward opportunities elsewhere.
I’d happily buy $NOW again if the valuation becomes more attractive.
$ORCL is down 44% over the past year, yet I’m already up 6.21% on my position. Entry price matters 👻
Btw, I’m using these visuals now because my broker’s app isn’t winning any design awards 😂
🤖 Made with AI
The returns he has been achieving are amazing, credit where it’s due.
But this is why I’ll probably never be up 300% YTD, while I’ve still compounded at ~30% annually for 10 years.
For me, the possibility of losing a decade of progress in a few days simply isn’t worth the risk.
Markets are unpredictable in the short term. Sentiment, headlines and positioning can overwhelm fundamentals. Over the long term, I believe real business value shines through.
My goal is to build wealth I can keep. That means taking risks I can survive and giving great businesses time to grow.
Compounding only works if you stay in the game.
ValueSpectre retweeted
Just launched the ValueSpectre Discord 👻
discord.gg/RxS7QBwXx
Who’s ready to talk stocks, share ideas, and find our next big winner together? 👀
$SOFI doesn’t hold back!
Up 15% this week.
I asked for a steady climb, not a chart that looks like someone stepped on a Lego.
$SOFI just delivered serious growth 🚀
I opened my position last week at $14 Now up 9% premarket following earnings.
Q3 highlights:
• Revenue: $1.4B, +44% YoY
• Adj. EPS: $0.18, +64% YoY
• Adj. EBITDA: $469.8M, +70% YoY
• Members: 17.1M, +35% YoY
• Products: 26.7M, +44% YoY
2027 guidance:
• Adj. revenue: ~$6.4B vs. $6B expected
• Adj. EPS: ~$0.90 vs. $0.82 expected
That implies roughly 27% revenue growth and 48% EPS growth next year.
At my $14 entry, that’s around 15.6x management’s 2027 adjusted EPS guidance.
More members, deeper product adoption, and earnings growing faster than revenue. Where growth meets value.
Happy I could join the $SOFI community!👊🏻
JPMorgan cut $GRAB 's price target from $5.90 to $4.80.
At $2.72, that takes implied upside from 117% to… 76%.
Still Overweight.
Even the lowered expectations leave a lot of room.📈
Just launched the ValueSpectre Discord 👻
discord.gg/RxS7QBwXx
Who’s ready to talk stocks, share ideas, and find our next big winner together? 👀
Want to see my buys and sells as I make them?
Join my Substack chat for live portfolio moves 👇
open.substack.com/chat/group……
Good morning, investors! ☕️
AI got another confidence boost overnight:
• SK Hynix reported record quarterly profits
• South Korea’s KOSPI jumped more than 6% during the session
• Nasdaq futures traded around +0.35%
Today brings the Fed, robinhood:0xfa78c12e6488814a0262e4e802749a4a737d5fb7 earnings, then $MSFT and $GOOGL after the close.
Strong AI demand is encouraging. Higher energy costs remind us why valuations still matter.
Coffee first. Earnings spreadsheets second.
ValueSpectre retweeted
$SOFI just delivered serious growth 🚀
I opened my position last week at $14 Now up 9% premarket following earnings.
Q3 highlights:
• Revenue: $1.4B, +44% YoY
• Adj. EPS: $0.18, +64% YoY
• Adj. EBITDA: $469.8M, +70% YoY
• Members: 17.1M, +35% YoY
• Products: 26.7M, +44% YoY
2027 guidance:
• Adj. revenue: ~$6.4B vs. $6B expected
• Adj. EPS: ~$0.90 vs. $0.82 expected
That implies roughly 27% revenue growth and 48% EPS growth next year.
At my $14 entry, that’s around 15.6x management’s 2027 adjusted EPS guidance.
More members, deeper product adoption, and earnings growing faster than revenue. Where growth meets value.
Happy I could join the $SOFI community!👊🏻
I said I’d join the $SOFI club at $14. Kept my word. 🤝
Officially a shareholder now!
I’ve heard the SoFi community on X is massive… where are you all at? 👀
I bought the shares. Someone show me the group chat. 😂