Morgan Stanley initiated SpaceX at $300. Bear case $75, bull case $600. Same analyst, same day, an 8x spread! I'd say its this wide because...One part of SpaceX is a real business you can model (Starlink, launch contracts), and the …
If so, how much? Explain/discuss/debate Examples of where you paid up?
I stopped doing cheerleading for Google ever since its returns exceeded my expectations. But now it seems this is necessary again because I m seeing lots of people starting to doubt Google's valuation. Someone posted a very sad, poorly put …
How would Buffett invest in this account. Would he max it out yearly? Or just not bother with this account? More details on Trump Accounts: [https://trumpaccounts.gov](https://trumpaccounts.gov)
I’ve been running some reverse DCF numbers on Alphabet ($GOOGL) to see what the current price of \~$367 is actually implying about its future cash flows. I wanted to share my breakdown, look at what the market is pricing in, …
Probably some bias asking this on Reddit, but curious what people think. Both are advertising businesses, but with very different models. **Reddit** monetizes one platform with a unique user/community moat. **AppLovin** monetizes thousands of third-party apps through its AI advertising …
Has anybody tried to calculate the fair value of the stock? I tried the DCF and P/FCF approaches in a couple of ways. 1) With DCF at 4% discount rate, 1% terminal growth rate and FCF following the projected price …
I have been teaching myself to look at a company through three separate lenses, Value, Growth and Quality, and writing down what each one says on its own. MSFT was the boring one to start with. Numbers are from the …
The PE is looking pretty decent, but then again there are concerns of an AI bubble. What do you think? Is it a buy or has it run its course?
I wrote this article about 1 1/2 months ago. The execs just announced another dilutive offering… for the Millionth time. It was rather predictable, and I predicted it. Criticism welcomed. Just be fair. **Valuation and Implications** For long-term value-focused investors, …