Posts
NRDS: Compounder but Cheap?
NRDS is currently trading around: * 10.1x P/E * 4.5x P/FCF * 4.0x P/CFO * 0.77x sales * 0.82x gross profit Coupled with Revenue per share: * 1-year growth: 29.8% * 2-year CAGR: 30.4% * 3-year CAGR: 18.9% * 4-year CAGR: 18.1% Gross profit per share: * 1-year growth: 33.3% …
Niederhoffer: That’s the joy in life, that is the pressure of life, that is what’s expected, that is what you can hope for, is constantly learning something new.
*TLDR: Victor Niederhoffer passed on in early August. Highly accomplished and always curious. He studied at Harvard, did his PHD University of Chicago. He was seeded by George Soros. And he blew up his firm twice, once making leveraged bets in the Thai Stock market just before the great Asian …
45% of Zoom has nothing to do with Zoom's business
I looked into Zoom, as the earnings are coming next week. A few things to note: 1. Its stake in Anthropic was valued at $1.3b in Q1, will increase to \~$3b in Q2 (based on the last funding round), but based on the IPO (assuming $1.7T), it should be closer …
Which beaten down stocks do you consider "value traps" right now?
We often talk about the big consensus recovery plays on this sub (like META or GOOGL after their pullbacks), but there's a whole category of beaten-down stocks that generate endless debate. Names like PYPL, TTD, ADBE, and WIX frequently get pitched as deep-value turnarounds, yet many view them as classic …
I built an open-source financial research agent that runs in your browser
I’ve been building OpenCandle to help me pull market research together without asking a model to make the investment decision for me. The web version runs inside your browser, so there’s nothing to install, no account, and no server storing your research or API keys. You do need to connect …
Peter Schiff Tells Vlad He Should Sell His Google Stock
Peter Schiff says, "People used other search engines like Yahoo and Spyglass that eventually faded to zero, implying that market dominance is never permanently guaranteed He adds further, "It is currently overpriced: Schiff states that he believes Google's stock is currently overpriced and predicts that over the next 10 years, …
Google May Become the Next Motorola
The thesis around Google that I think many people underestimate is that more than 50% of its revenue still comes from search, especially search advertising. The basic business model is pretty simple. If you search for a car, Toyota or Ford can bid to have their website placed in front …
What stock looks expensive on P/E but cheap once you actually understand the business?
In 2023, I bought Nvidia stock. Looking back, I should have bought way earlier. I knew the company had a strong moat, a great management team, a strong market position, and a great product, but I was always worried that the valuation was too high, which at times, it really …
Chipotle Mexican Grill (CMG) Growth
Since the most recent scare of salmonella, I'm looking at Chipotle Mexican Grill(CMG) to see if there's any major growth left. As a Canadian investor, there seems to be a lot of popularity in my region, but I do question if the moat is durable enough to last long term …
Is HHH going to be the next BRK?
Do people genuinely believe that Akman could turn HHH into the next BRK? It seems his hedge fund currently owns about 49% of the company, and his recent guidance appears promising.