Maybe a different type of value, but Google does hardware specific AI with ASICs vs GPU based AI. GPU are more flexible, but more expensive. Hardware ASICs are power efficient but slow to develop and inflexible. Google uses ASIC for …
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I’ve been modelling Netflix - 12-13% annual revenue growth, growing EBIT margin > 28% and even a terminal growth rate of 4%. Despite this, my DCF is spitting out 26% overvalued. The main issue is WACC. Per those free DCF …
I want to start off with the fact this projection assumes worst case scenario for Meta's AI spend. I think it will likely provide some new revenue streams and continue to improve core algorithm, However EVEN if it doesn't I …
I've been going back and forward between actually paying for a tool to better understand Financial data or just doing it for free but taking longer to do it. Does anybody here pay for a subscription that make understanding the …
Low PE, Saasocalypse context. Cash flow and buyback/ remain strong. What am i missing here? HRB appears undervalued versus the sector on earnings and sales multiples, trading at 7.3x P/E versus 28.4x and 1.3x P/S versus 2.6x, although the P/B …
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