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  1. M

    What's your biggest position right now?

    Don't get duped by the high P/E.. that's a rookie mistake. They minimize their income through reinvestment in the company. They're an acquisition machine. More importantly they're at a 24 EV/FCF ratio and they're inline with industry Price/FCF. And just an FYI, a declining shares outstanding...
  2. M

    $21,000 GPN position

    I disagree. Mr. Market quotes random prices every day that you may or may not agree with. Remember, price is what you pay, value is what you get. If I come to your house tomorrow and offer you 10k to buy your house, does that mean your exposed to a 290k loss (assuming you bought your house for...
  3. M

    $21,000 GPN position

    When this market turns I believe Fintech will do really well. And GPN is a strong player in the fintech space that is trading at a strong discount.
  4. M

    $21,000 GPN position

    That's why you make sure when you win that your profits are enough to compensate you for the time it took to win.
  5. M

    $21,000 GPN position

    I haven't lost until I sell.
  6. M

    What's your biggest position right now?

    Long time lurker and decided to finally step into the shark tank. Whats everyone's largest single stock position right now? I'm heavily concentrated in GPN with $21,000 wrapped into it so far. Anyone else with a heavily weighted portfolio in one or two stocks, or are you guys still indexing and...
  7. M

    $21,000 GPN position

    Long time lurker and fan of ET. Figured I'd hop in on all the fun and finally post. Been accumulating a position in GPN recently. Looking to add more if I get the opportunity. I talk a little about it on my yt channel "M.T. Valencia Trading". Anyone else holding GPN?
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