Most of these companies will likely have access to almost "infinite" amounts of capital soon thanks to IPO, especially if the AI bubble turns out to be real. What are your thoughts on pricing competition between these companies and …
Thats 55 times sales, which there is precedent for in palantir, at 64 times sales; palantir is a capital light, highly profitable, high margin, very fast growing company (not used to saying positive things about palantir ever as they were …
I think i can make a compelling case that companies like Adobe and PayPal would benefit from implementing a dividend policy. The problem with these companies has to do with uncertainty about the terminal value. Current underlying fundamentals look strong, …
SPCX is going to the moon today but look at the losers… it’s all the competition. Everything from RKLB to ASTS is going for a discount today and I feel like this could be a buying opportunity, once the rugpull …
It was already expensive when I bought in. I still remember a couple of fairly well-known “stock guru” shorting SNDK around $600–700 at the time. I chose to trust my quant instead. Holding it the whole way up has not …
Every day it's the same thread. "Adobe is a wonderful company." "Microsoft is a wonderful company." "The market is irrational." "The market just doesn't understand." "My discounted cash flow model says it's worth 73% more." We know. You've told us …
I've seen far too many bullish posts about adbe. A low P/E ratio doesn't equal value! A sub 10x forward P/E looks cheap for a company with high gross margins, but it's only cheap if the E (Earnings) doesn't …
I wanted to share my thesis on Novo Nordisk (NVO) about why its a great investment at this price. I’m not a financial expert—just a long-term investor sharing my perspective. First of all, many people seems to be freaking out …
$MOS is on the floor. Lowest level in about five years. Record sulfur costs, a lousy quarter, plants idled. Sounds like a nightmare, and that's exactly why I'm looking. I'd rather buy what everyone hates right now than what's already …
SpaceX balance sheet and FCF explain everything I need to understand where it is heading * Debt-to-EBIDTA 4.2 * negative interest coverage ratio * FCF to debt -48%. Awful * Retained earnings -40B!!! * FCF -20B. with B! If SpaceX …