Posts
Reddit earnings DD and fair value estimate
Reddit reported 254% (3.5x) and 445% (5.5x) earnings growth in its past 2 reports. I [project](https://docs.google.com/spreadsheets/d/1BuC_B3vjgSDHMlVAx5CJqCWeXtE_oDZb2D8QYmn4LyQ) 498% (6x) earnings growth in the upcoming report. My estimates are conservative: daily active user (DAU) growth in the high teens and revenue growth slowing to 50% over the next year. RDDT's price could …
Question about big investment companies and risk
Do orgs like Fidelity stand to gain anything by convincing their clients to sign up for high risk portfolios? I know they make money when their clients make money but they seem to be really pushing their clients towards a 7 out of ten on the risk scale
Reddit earnings DD and fair value estimate
Reddit reported 254% (3.5x) and 445% (5.5x) earnings growth in its past 2 reports. I [project](https://imgur.com/a/r1mLxbm) 498% (6x) earnings growth in the upcoming report. My estimates are conservative: daily active user (DAU) growth in the high teens and revenue growth slowing to 50% over the next year. RDDT's price could …
Are long research notes actually useful? I'm starting to think they might be a trap.
I am an investor investing solely in indian equities. I used to write nothing in my initial years, nor did I research much before buying a stock. As I grew as an investor, I realized the importance of researching your own stocks and having a strong hold on its business, …
How do we feel about AAPL earnings on April 30?
People say Apple has been a winner in AI by doing nothing. In my opinion, this is false and it is going to start showing as soon as this quarter. The reason is that AI-caused shortages in chips, memory will hit smartphones and consumer devices hard. Because the margins are …
42Macro and KISS strategy looking for subscriber feedback?
I have followed 42 Macro for a while and it seems interesting. I wonder if anyone here is a subscriber who could provide their impressions of the service--quality and if the strategy actually works in practice. I am not asking for any info that would be behind the paywall. I …
If bonds are the “safe play,” why do they underperform after big inflows?
I came across this take on bonds that made me pause a bit. Lately, a lot of people have been moving into bonds again, treating them as the safer option, especially with everything going on. But at the same time, bond funds have seen something like **10 straight months of …
Who are your go-to experts and news sources for stocks?
Hey everyone, I want to follow more "high-signal" experts and reliable news sources. Aside from Reddit, where do you guys get your daily dose of stock news? Specifically: Twitter (X): Any must-follow accounts that provide informations on stock market YouTube: Which creators focus on fundamentals or technical analysis without the …
Overlapping ETFs as a good investment strategy?
​ I see SCHD + VYM and VOO + VTI recommended constantly as "diversified portfolios" and it's just not true. 86% of SCHD's holdings are also in VYM, and their correlation is 0.95, meaning they move in lockstep. VOO and VTI is even worse, 0.99 correlation, because VTI is literally …
What do you guys think about REKR???
I have been following this company and I feel like there is potential for growth and seems to be at the lowest price right now. I have been slowly buying shares and plan to add more. Is anyone here investing on it and what are your thoughts on this one?