NRDS is currently trading around: * 10.1x P/E * 4.5x P/FCF * 4.0x P/CFO * 0.77x sales * 0.82x gross profit Coupled with Revenue per share: * 1-year growth: 29.8% * 2-year CAGR: 30.4% * 3-year CAGR: 18.9% * 4-year …
*TLDR: Victor Niederhoffer passed on in early August. Highly accomplished and always curious. He studied at Harvard, did his PHD University of Chicago. He was seeded by George Soros. And he blew up his firm twice, once making leveraged bets …
I looked into Zoom, as the earnings are coming next week. A few things to note: 1. Its stake in Anthropic was valued at $1.3b in Q1, will increase to \~$3b in Q2 (based on the last funding round), but …
We often talk about the big consensus recovery plays on this sub (like META or GOOGL after their pullbacks), but there's a whole category of beaten-down stocks that generate endless debate. Names like PYPL, TTD, ADBE, and WIX frequently get …
I’ve been building OpenCandle to help me pull market research together without asking a model to make the investment decision for me. The web version runs inside your browser, so there’s nothing to install, no account, and no server storing …
Peter Schiff says, "People used other search engines like Yahoo and Spyglass that eventually faded to zero, implying that market dominance is never permanently guaranteed He adds further, "It is currently overpriced: Schiff states that he believes Google's stock is …
The thesis around Google that I think many people underestimate is that more than 50% of its revenue still comes from search, especially search advertising. The basic business model is pretty simple. If you search for a car, Toyota or …
In 2023, I bought Nvidia stock. Looking back, I should have bought way earlier. I knew the company had a strong moat, a great management team, a strong market position, and a great product, but I was always worried that …
Since the most recent scare of salmonella, I'm looking at Chipotle Mexican Grill(CMG) to see if there's any major growth left. As a Canadian investor, there seems to be a lot of popularity in my region, but I do question …
Do people genuinely believe that Akman could turn HHH into the next BRK? It seems his hedge fund currently owns about 49% of the company, and his recent guidance appears promising.