Back to annoy everyone with another Chinese stock and to convince myself not to increase my exposure to China... Most people have probably heard of [JD.com](http://JD.com) the Chinese e-commerce company, it has similarities to the e-commerce and logistics of Amazon …
GoPro is the most honest example of a company killing itself through its own managment decisions. It dominated an industry it had created, but after the owner cashed out he stopped trying and the company fell into disrepair. The $11 …
I am frustrated by the fact that the stock analysis apps give ratios without considering the industry dynamics. You can't apply Enterprise Value to the banking industry or P/B to a SaaS company. When you look at the apps in …
This post is about Ulta Beauty. It isn’t as undervalued as i would like and currently everyone is very skeptical about this company, which means it is a good watchlist stock because i think it is going to do well …
I see a lot of discussion about UBER, but what do you think about LYFT? it seems significantly undervalued to me. With the acquisition of TBR, Freenow and Gett’s UK it has built a durable business outside the US. I’m …
(Weekend Humour) If I were a betting man, I would bet that an agreement with Iran is coming sooner than later. (Note the Flair: Humor) If I were a betting man, I would bet that an agreement is coming sooner …
I have seen numerous posts on Adobe, but no one is talking about the pivot from raising monthly subscriptions to freemium user growth. I think this is the main reason that Wall Street sold off the stock after earnings. If …
Can this group please let me know what they think of the valuation of this company right now? My understanding is that the stock has been unreasonably crushed by the SaaSpocalypse since the release of these powerful LLM's. Unreasonable …
What I like about it is that it's not some meme stock. The revenue is real, and the customers are corporate and government entities. The current sell-off is definitely an overreaction. Yes, they lost 10% of their revenue from Avis, …
Value investing theory says that over long periods, stock prices should follow fundamentals and intrinsic value. But when I actually look at how the market behaves, it feels way more unstable than that. Take Adobe for example (Forward PE …