Alexander Lett
Alexander Lett @AlexLett91

Performance
All

0.39%2026
2026
4.30%2025
2025
-2.13%2024
2024
9.47%2023
2023
9.5%0%-9.5%
Alexander Lett
Alexander Lett
United Kingdom
Has $ADBE (Adobe Systems Inc) finally reached a bottom? Once upon a time in 2020/2021 $ADBE traded at a PE ratio of 40, 50 and even 60 - sounda familiar given the current stock market. Today it sits at a PE of just 17 and continues to grow revenue and earnings, albeit at a decreasing rate. IMO, fears... Show More
Yes
100.00%
No - there's more room to fall
100.00%
Alexander Lett
Romania
A phenomenal business and one of my largest positions... $EVO.ST (Evolution AB )
Levente Tocaciu
𝐄𝐯𝐨𝐥𝐮𝐭𝐢𝐨𝐧 𝐀𝐁 𝐬𝐭𝐨𝐜𝐤 𝐩𝐫𝐢𝐜𝐞 𝐯𝐬. 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐟𝐮𝐧𝐝𝐚𝐦𝐞𝐧𝐭𝐚𝐥𝐬. $EVO.ST (Evolution AB ) stock price is down 14% year to date and 42% down in the last year, therefore it might be a good moment to have a look on the fundamentals and the business development. 𝐌𝐞𝐭𝐫𝐢𝐜𝐬 -... Show More
Alexander Lett
Alexander Lett
United Kingdom
At what price is $ADBE (Adobe Systems Inc) a buy? After what appeared to be a solid earnings report, Adobe has centered to under $380 per share, now trading at forward P/E of 19x, incredibly low by recent and historical metrics. Today, I have therefore increased my position significantly as the stock... Show More
$450
100.00%
$400
100.00%
$350
100.00%
Other - comment below
100.00%
Alexander Lett
Alexander Lett
United Kingdom
Despite the recent pullback, it is clear that the $SPX500 remains significantly overpriced by all respectable metrics with many large cap stocks trading at grotesque valuations (see $PLTR (Palantir Technologies Inc.) $TSLA (Tesla Motors, Inc.) $COST (Costco Wholesale Corp) as examples) This therefore... Show More
Under $5,000
100.00%
Under $4,500
100.00%
Under $4,000
100.00%
Under $3,500
100.00%
Alexander Lett
Alexander Lett
United Kingdom
$CROX (Crocs Inc) up 24% after earnings! Over the last couple of years, Crocs has been one of many small/mid cap stocks lagging thearket, despite delivering solid financial performance. After yet another remarkable quarter, it's no surprise to see $CROX up 24% in the day. Whilst the market seems... Show More
Yes
100.00%
No
100.00%
Alexander Lett
Alexander Lett
closed a $RMV.L buy position
United Kingdom
I just closed the trade at a profit of 35.52%
Not investment advice. The author may have financial interests in the mentioned instruments.
RMV.L
Rightmove PLC
35.50%
Trade Story
Alexander Lett
Alexander Lett
United Kingdom
Have we reached the top? By historical standards , it's clear that the $SPX500 is grotesquely overpriced, led by Big Tech names such as $AAPL (Apple) and $MSFT (Microsoft) Where do you expect the S&P500 to be in 12 months' time?
Not investment advice. The author may have financial interests in the mentioned instruments.
Over 6,000
100.00%
5,000-6,000
100.00%
4,000-5,000
100.00%
Under 4,000
100.00%
Alexander Lett
Alexander Lett
United Kingdom
At current prices, which of the following Tech stocks do you view as the best value? $NVDA (NVIDIA Corporation) $AAPL (Apple) $MSFT (Microsoft) $TSLA (Tesla Motors, Inc.)
Not investment advice. The author may have financial interests in the mentioned instruments.
Nvidia
100.00%
Apple
100.00%
Microsoft
100.00%
Tesla
100.00%
Alexander Lett
Alexander Lett
United Kingdom
Trading at a P/E of 33 and with limited long-term growth prospects, what is your fair value for $AAPL (Apple) ?
Not investment advice. The author may have financial interests in the mentioned instruments.
$121-$140
100.00%
$141-$160
100.00%
$161-$180
100.00%
$181-$200
100.00%
Alexander Lett
Alexander Lett
United Kingdom
Where will the S&P500 be at the end of 2024? $SPX500
Not investment advice. The author may have financial interests in the mentioned instruments.
5500+
100.00%
5001-5500
100.00%
4501-5000
100.00%
4001-4500
100.00%

About Alexander Lett
United Kingdom
Strategy: Value

Value investor focussed on reasonably priced, quality companies in the US and overseas.
Show Full Bio
0 Copiers
7 Followers