u/PinPsychological82

If you’re a value investor you’re looking at SaaS shitcos, some of which are getting priced as if they will be obliterated by AI.

If you look at what metric is king, you’d obviously want to see cash flow generated. But what about stock based compensation? That’s an expense too…

Strip out stock based compensation as an expense (which it is and what SaaS bros try to shy you away from) and AppLovin looks really cheap. They are an AI winner being priced as an AI loser. They are also growing revenue at 50% YoY and REDUCING share count quarter over quarter.

We are talking at least $4B in buybacks a year, eliminating 2-3% of float.

Your favorite Mag7s like META, GOOGL, and AMZN are all negative on this multiple. Why invest in a company bleeding cash in the AI buildout when you can buy a company that spends 0 on CapEx and is a winner?

The market is retarded and just favoring momentum

2026 has seen absolutely 0 fundamental analysis being done.

If you’re like me, your portfolio is probably in the dumps and you see everyone else posting their YTD screenshots with shitco stocks that are insanely overvalued.

It’s not you or anything to do with the companies you invest in

I’ve heard that the Voyak is the best weapon for the boss due to being hitscan, but is it better than the Novaline?

The DPS spreadsheet has Novaline as much higher in DPS output but I would love to hear people’s experiences

Hello everyone!

I have made a Google Doc Easter Egg Guide for Totenreich. https://docs.google.com/document/d/1zFsG8A0BA_jUt8BNoAd2lmw36OR35ecOzicHwoXsexw/edit?tab=t.h1e90kh4ad5v

This is still an initial draft that may be subject to change. I definitely still need to format it lol. Credit to MZC for the video!

I hope you all enjoy and please let me know of any questions.

EDIT: I also have been taking feedback and have now added a lot more pictures to make the steps a bit easier to track