My take on TEAM (ATLASSIAN) and why its a disappointing investment even at 79$. Maybe a buy at 70$... $5.2B revenue, 20% YoY growth, but $130M operating loss, like wth $1.36B in stock based compensation last year, 26% of total …
Feel free to read my deep dive on $FCEL, it’s completely free. FuelCell Energy recently signed a deal with FitEnergy for 380 MW, while 30 MW is completely de-risked and is binding. There is alot of upside to this stock, …
Instead of high-quality companies that never drop by more than 25% and keep compounding shortly after the dip? It's always the same scenario... The stock drops a lot and looks super-cheap, so you buy. The stock keeps dropping, so you …
GRPN is my biggest holding. I think they are pulling off one of the best business turnarounds we have seen in the past decade and the market is dead asleep on it. Am I regarded? Read and decide for yourself. …
The price of CVX seems to have come down recently so I am thinking of buying it again, however I’m still a bit skeptical. 1. the margins seem to be declining 2. the PE ratio is pretty high 3. the …
Hey guys , forget the usual names like MSFT, META, or ADBE because Copart ($CPRT) is on sale , and I am struggling to find a reason not to load up. They own the actual land (junkyards/processing facilities), creating a …
I’m sure you’re all sick and tired of Microsoft posts, however valuations can vary dramatically depending on the creators expectations of Azure and return on AI infrastructure projects. I have taken a simplistic approach to attempt to provide a sense-check …
With so many investors using a set buy strategy in ETF's or index funds is intrinsic value even applicable anymore? The whole point of passive investing is you invest regardless of what's happening in the market/companies. This literally makes intrinsic …
The market calling Microsoft at 39x FCF expensive reminds me of Amazon. For two decades Amazon looked expensive on FCF while it poured money into data centers and logistics. The same overreaction looks like it is hitting Microsoft now: its …
FORTINET\*\*\*\* autocorrect omg So this is for my personal brokerage, I have separate retirement accounts. I own 10 stocks of PANW and 10 of Fortinet. I am current up 70% for PANW (cost basis $183) and 62 for fortinet ($97). …