POST
- Total posts
- 2607
- Total predictions
- 1042
- Success rate
- 47.2%
- Avg score
- 0.02
BUY
Yelp: Southpark Darling Wunderkind
$YELP at $25 is getting a pretty lazy sell-side treatment. Most of the discussion is still ad locations, traffic, CPC, ARPU, margins, etc. The models basically extrapolate the legacy advertising business and call it a day. The analysts spend 15 …
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Big Tech earnings recap: strong growth, heavier spending but less room for error
Last week confirmed that AI demand remains strong. It also showed how expensive the buildout and capex has become. Microsoft reported $90.0B in revenue, up 18%, with Azure growth of 43%. Its $678B commercial backlog gives investors strong visibility, but …
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ME Group (LSE:MEGP) - What is wrong with it?
Market cap : 415 million GBP Stock price : 1,11 GBP 2025 revenue : 315 million GBP 2025 net income : 57 million GBP Me Group is a UK based vending machine operator. They install their own self service vending …
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SELL
Reddit userbase capitalization
We always talk about numbers and financials but in case of reddit I feel they have fundamental concern about how to capitalize the userbase and convert it into the revenue. USP of reddit which is chaotic, equivocal, intelligent and freevoice …
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What are some memorable management calls you’ve learned from?
Ive been taking away a lot from earnings calls and the Q&As, both: 1. in terms of understanding the actual business and, 2. professionally, learning how good management teams communicate, handle tough questions, and present results. Are there any memorable …