I noticed that DoorDash trades at around **5.2x EV/Sales**, which seems incredibly high to me. Swiggy in India is at roughly **2.5x**, while Meituan in China is only around **0.83x**. As a Chinese investor, I find this hard to understand …
Lennar reported its fiscal Q3 on September 16 (quarter ended August 31). Earnings roughly halved, they cut the full-year delivery target, and the CEO said outright that conditions have gotten worse since the last call. All numbers below are from …
On 5 August CLEAR Secure (biometric identity platform) reported solid earnings, the stock printed a 52-week high of $69.07 intraday and closed at $56.46, against a previous close of $55.73. It then fell in 14 of the next 17 sessions …
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Hey guys was just doing some research into McDonald’s stock it’s down 25% from all time highs they just raised their dividend signaling they have extra cash to burn. I think at the current price of 250usd it’s undervalued. Huge …
After reading all the comments, I’m surprised the consensus is that Nvidia is still a big buy. There is something called earnings bubble as well. That’s what we are facing at the moment. I believe buying Nvidia today is exactly …
I am familiar with the DCF method but it tends to indicate that most tech companies are significantly over priced , do you use different methods for different types or stages of companies? What valuation method has worked well for …
I know the sentiment around Lululemon is pretty bad today, and I do recognize some of it is justified. There are definitely concerns around slowing growth and the current market environment. But the underlying financial profile of the company is …
Been building an AI-assisted research tool that tries to keep two questions separate instead of blending them into one buy/sell vibe: *is this a good business*, and *is now a good price*. Ran NVDA through it and wanted to share …
I have cynically reached the conclusion that the current financial market is more or less a wealth extraction scheme by securitized outfits using the inflated equities market with their deceitful issues and getting rich on the back of unfortunate retail …