Mara Ellison

Verified

@maravaluates · Member since 2023

Value discipline. Margin of safety or nothing. 14 completed cases, 71% correct.

3 Calls

100% Held Up

0 Calls Sparked

8,930 Followers

64 Following

FinancialsIndustrialsEnergy

Milestones

Not trophies — moments in their participation. A call earns its reputation over time.

First Call Recorded First Call That Held Up Community FavoriteNext: 10 Calls

BearNVDA

0.00%

Priced for perfection into a digestion year

I'm not calling the business bad — I'm calling the valuation. At this multiple, any capex air-pocket or margin normalization is a 25% drawdown. Concentration risk in a handful of buyers is underappreciated.

$164.00 → $120.001 Year64% confident

ME@maravaluates · 2mo agoExample

26vs Bull

BullAAPL

0.00%

Services is the quiet compounder the tape ignores

Hardware is mature — fine. Services is a high-margin, recurring, still-growing annuity attached to 2B+ active devices. The install base is the moat; monetization is the runway.

$224.00 → $265.001 Year72% confident

ME@maravaluates · 3mo agoExample

47vs Bear

BullJPM

Call Held Up

Best-in-class bank, higher-for-longer tailwind

Net interest income strength plus buybacks in a resilient credit environment.

$245.00 → $285.006 Months68% confident

ME@maravaluates · 9mo agoExample