VV Grant @TheValueVision

Identifying companies with quality earnings and growth prospects at a reasonable price | Not financial advice Philadelphia, PA Joined March 2025

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TrendSpider @TrendSpider

2 days ago

About to launch 🚀

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VV Grant @TheValueVision

6 days ago

Never let bad fundamentals get in the way of a good narrative

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Investor_NICK @Investor_NICK_

3 weeks ago

DJT understands convexity !

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I initially passed on $OPEN but after listening to @ericjackson on this morning’s Pomp podcast it’s very clear there is major potential for Opendoor to disrupt this gigantic real estate market, not only in the US but globally. This is still very early innings but the risk/reward…

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VV Grant @TheValueVision

3 weeks ago

Is $DKNG the worst stock of all time? This thing has been jogging in place for years. Bit of a head scratcher considering the growth of sports betting over the years

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VV Grant @TheValueVision

3 weeks ago

$LULU has virtually never been cheaper. Love this percentile rank feature from @KoyfinCharts showing how current valuations compare to historic levels. Starting to get some more institutional attention while now trading at just 13x next years EPS estimates

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VV Grant @TheValueVision

3 weeks ago

The time for home buying innovation is yesterday. Does management not understand the powder keg they are sitting on? Realtors, mortgage fees, titles - so much bleeds out in fees during the home buying process that could otherwise be kept between parties. Stop the waste. At scale…

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VV Grant @TheValueVision

3 weeks ago

Restaurant stocks have been getting crushed over the last month. $CAVA $DIN $CMG $SG (via @KoyfinCharts)

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Carrie Wheeler @carriecwheeler

4 weeks ago

There's been a big spike in interest around @Opendoor lately, and I want to continue to speak to it directly. We've been getting great questions about our strategy, our business model, and where we're headed long-term. So let me be clear: I'm committed to giving our growing…

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VV Grant @TheValueVision

4 weeks ago

Everyone has been talking about $UNH but $PFE continues to be one of the most overlooked healthcare stocks in this market. The ~7% dividend yield alone covers its 6.7% required rate of return. PFE recently beat EPS estimates by $0.21, raising FY guidance with evidence of…

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VV Grant @TheValueVision

4 weeks ago

Names below $5 were watching: $CIFR $OPEN $ABCL

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Fred McGill @freddymcgill

a month ago

Why 2025 will yield a housing “correction” but not a 2008- style crash: 1.$17T homeowner equity (highest on record by far) 2. 90% of homeowners have sub‑5% mortgages 3. No NINJA loans or reckless, sub-prime lending 4.Inventory 40% below 2019 5.Distress sales near record lows…

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VV Grant @TheValueVision

a month ago

The question every value investor needs to ask themselves, particularly in the case of $UNH: why is the stock down and what is being done to correct it? This has yet to be answered

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VV Grant @TheValueVision

2 months ago

$PLTR has had a massive run up and now trades at close to 250x next year's earnings, but how much optimism is already built into the price? Earnings in a few weeks will need to impress.

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VV Grant @TheValueVision

2 months ago

The S&P 500 just hit all time highs, but not all are participating in the run up. Equal Weight S&P 500 (RSP for proxy) continues to lag its cap-weighted counterpart. (via @KoyfinCharts )

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VV Grant @TheValueVision

2 months ago

$EXAS has been one to watch for me. P/OCF are well below historic lows amid the YTD bounce. The company is trending toward profitability in FY 2026

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VV Grant @TheValueVision

2 months ago

“No one who rises before dawn 360 days per year fails to make his family rich.”

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VV Grant @TheValueVision

2 months ago

This one could find a home in many income/value portfolios.. $PFE currently has a 7% dividend yield and is trading at a forward P/E of 8.7x. The stock is up 11% over the past 3 months. (via @KoyfinCharts)