Considering INTC's recent share price increase, should they raise equity in order to take advantage of the growth opportunity in Foundry? This article does the math behind a theoretical 10% equity dilution + EPS impact.
Since some good years now there were many posts about evolution ab, which was trading at very reasonable valuation with good growth. The stock has moved only one direction, and growth has gone negative, most bullish substacks sold their shares, …
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other …
I think Opal Fuels is a great value. They make solid revenue and profit, they’ll continue to increase rev Y/Y for the foreseeable future. Does the super small float keep big investors away? I’ve never held such a thinly traded …
Genuinely long post. Sorry to being late to the party on the discussion on semi-annual reporting.
Curious what people here think about ICE — Intercontinental Exchange. I’ve been looking at it more lately and it feels like one of those businesses that is easy to underrate because it doesn’t screen like a “cheap stock,” but the …
There are so many youtubers promoting this stock, and some of them have 100,000+ followers (e.g. Jeremy). They have been recommending the stock for over a year, so if anyone followed their recommendations, they are down like 50%. And it's …
Based on tangible assets, current revenue, debt levels, and traditional aerospace valuation metrics, SpaceX's implied share price would be somewhere between **$0.13 and $2.46 per share**. Yet private market investors continue valuing it at hundreds of billions. Why? Because nobody …
Wanted to create a post discussing every Risk that ADBE faces right now. We all know the valuation looks good, there’s no point discussing that. The investment thesis for Adobe solely rests on how well they can mitigate the risks …