For years, Uber was the poster child for growth at all costs. Revenue expanded rapidly, but profits remained elusive. The company burned billions of dollars in cash, relied heavily on external funding and faced constant questions about whether its business …
So you've heard that Micron (MU) has a forward P/E multiple of 4. Four! Sounds crazy undervalued, right? How is no one else seeing this, you might think? Well, it's because forward P/E multiples as they pertain to cyclicals at …
FICO seems to be favorite amongst value investors looking for margins, growth, competitive advantage, pricing power. FICO is the most trusted name in the credit game and on the Closing Settlement of a home, their fees are incredibly insignificant compared …
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Another batch of Substack company write-ups, all published within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com](https://gilescapital.substack.com) # Americas **longtermpick** on [**NVIDIA**](https://longtermpick.com/p/nvidia-analysis-2026) (🇺🇸 NVDA US - US$5tn) P/E 20.8x against a five-year average of …
I ran the DCF, FCFE, and Ben Graham formulas, all indicate fair value is well into triple digits. Yes, they are losing market share. Yes, margins are compressing. However, isn't the turnaround story real? The pill prescription numbers are not …
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