Posts
Adobe is doing what’s needed to win. Market mistakes it for a loss.
Adobe released earnings and the stock dived over 10% within a day to its 8-year low. All of the reasons that led to this are also those that will see it trend up. The reasoning behind the SaaSpocalypse is simple - AI will make software development cheaper and better, leading …
$TKR - (The Timken Co.)
I first posted this thesis on my twitter when the stock was around \\\~114/sh. I think it’s a compelling opportunity for people looking to build robotics/physical AI exposure. I’ve copied and pasted that same thesis here if people are interested. Actuators account for 40%-60% of the entire BOM for a …
JD.com - Jingdong Group
Back to annoy everyone with another Chinese stock and to convince myself not to increase my exposure to China... Most people have probably heard of [JD.com](http://JD.com) the Chinese e-commerce company, it has similarities to the e-commerce and logistics of Amazon or Coupang, but doesn't really have cloud and lacks a …
Why GoPro fell apart. Blame the owner
GoPro is the most honest example of a company killing itself through its own managment decisions. It dominated an industry it had created, but after the owner cashed out he stopped trying and the company fell into disrepair. The $11 billion giant is now worth just $150 million. Its market …
Lack of Sector Based Awareness in Stock Analysis App
I am frustrated by the fact that the stock analysis apps give ratios without considering the industry dynamics. You can't apply Enterprise Value to the banking industry or P/B to a SaaS company. When you look at the apps in the existing market, none of them make analysis in a …
A tiny write up on Ulta Beauty (ULTA)
This post is about Ulta Beauty. It isn’t as undervalued as i would like and currently everyone is very skeptical about this company, which means it is a good watchlist stock because i think it is going to do well business-wise and prove its critics wrong. I owned this stock …
LYFT (lyft)
I see a lot of discussion about UBER, but what do you think about LYFT? it seems significantly undervalued to me. With the acquisition of TBR, Freenow and Gett’s UK it has built a durable business outside the US. I’m from Milan, and I think Freenow, backed by Lyft, will …
(Weekend Humour) If I were a betting man, I would bet that an agreement with Iran is coming sooner than later. <eom>
(Weekend Humour) If I were a betting man, I would bet that an agreement with Iran is coming sooner than later. <eom> (Note the Flair: Humor) If I were a betting man, I would bet that an agreement is coming sooner than later. Previously, I wrote elsewhere (and deleted as …
ADBE and the Freemium Pivot
I have seen numerous posts on Adobe, but no one is talking about the pivot from raising monthly subscriptions to freemium user growth. I think this is the main reason that Wall Street sold off the stock after earnings. If you listen to the conference call, the CEO says that …
Service Now Stock - NOW
Can this group please let me know what they think of the valuation of this company right now? ​ My understanding is that the stock has been unreasonably crushed by the SaaSpocalypse since the release of these powerful LLM's. Unreasonable because in my view better LLM's will only help their …