Posts
Boston Scientific (BSX)?
Thoughts on BSX? I normally prefer value stocks with a dividend (no dividend here), but I still find this very interesting at present price $44.23. The assumption is capital is rather being used for growth. Interesting to note that when the share price was last previously sub-$45 (2022), Sales were …
Arcos Dorados Holdings
Basically the company that franchises McDonald’s restaurants in Latin America, caught my eye recently for its incredibly low PE (7.5x). We aren’t talking about a crazy growth company and even if they don’t have high margins they are quietly expanding them. I think the low valuation is due to geopolitical …
Brightstar Lottery entering Q3 with their best rollover environment in years.
As some of you may already know from my previous posts, I have been tracking this company as a value play for the last couple of months. It was a few weeks ago that I noticed that not only was this a value play, but also an imminent possibility of …
Valuations For Companies That Use Stock Based Compensation
How do you value all of these tech companies that have negative net profit due to high Stock Based Compensations? Many companies I've looked at have had this phenomenom (RKLB, CRWV, SNOW). For instance, CRWV Q1 results had revenue of $2,078M and operating expenses of $2,222 M. That results in …
Nike at 11-Year Lows: Is This the Bottom or Does the Pain Continue?
Disclaimer up front — just trying to gauge what people are actually seeing here. The setup is wild: Nike's down \~65% since 2022, trading near 2014 levels despite still owning the strongest athletic brand globally. Management says the turnaround is real but slower than expected. **What's got your attention (or …
Why isn’t everyone going full port Broadcom AVGO?
Posting here to see if there’s something I’m missing. Broadcom currently trading around $392 Analysts price target of $523-$600 A potential 38% to 43% increase. No real reason for the stock to be down at the moment. Business looks strong. What am I missing?
Ich verstehe den Hype um ServiceNow nicht ganz oder liege ich total falsch?
These: ServiceNow (NOW) ist operativ ein makelloses Unternehmen, dessen Aktienkurs jedoch nach wie vor für Perfektion gepreist ist. Die fundamentale Maschine läuft, aber als dein Risk Manager liegt mein Fokus auf der Downside. Der Vanguard FTSE All-World ist unsere Benchmark, und gegen diesen breit diversifizierten Index muss ein Einzeltitel mit …
What app for viewing market data do you recommend?
What good and free app, with up to date information about market data do you recommend?
Free UK Stock Screener — no login, no fees, no tracking
I built a free UK stock screener and thought some people here might find it useful: It covers the main FTSE indices plus the AIM 100 (600+ companies), with no login, subscription, or tracking. The idea was to simplify stock research by boiling things down to four measures: Momentum Quality …
Planet Labs is one of those companies where I understand the business way more than I understand the stock
I've been following the space companies for quite some time now (since months before SpaceX secretly filed for IPO) and in doing so I stumbled upon Planet Labs the Earth observation company. It started interesting me not because it's some hidden AI stock or SpaceX sympathy play, but because the …