Posts
GoDaddy GDDY seems pretty cheap after 16 percent ER dump
At 82.73 close down about 17 percent post earnings guidance, this thing trades at a 9.8B mc (2.8B net debt so 12.4B EV), makes 1.73B free cash, 1.3B ebitda ttm (it gets paid up front for its services so cash flow can run higher than earnings). Additionally it grows boringly …
Why is Meta being pushed so hard?
These earnings weren’t good They reported a dip in users for the first time ever. They’re making up for that by cramming more ads onto their platforms while charging advertisers more. Instagram has notably just become one ad after another and a much worse overall experience imo. I recently got …
Not outsmarting anyone. Just applying discipline that works.
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Yelp: Southpark Darling Wunderkind
$YELP at $25 is getting a pretty lazy sell-side treatment. Most of the discussion is still ad locations, traffic, CPC, ARPU, margins, etc. The models basically extrapolate the legacy advertising business and call it a day. The analysts spend 15 minutes looking at these numbers and get back to networking …
Big Tech earnings recap: strong growth, heavier spending but less room for error
Last week confirmed that AI demand remains strong. It also showed how expensive the buildout and capex has become. Microsoft reported $90.0B in revenue, up 18%, with Azure growth of 43%. Its $678B commercial backlog gives investors strong visibility, but more than $50B of quarterly capex raises the bar for …
ME Group (LSE:MEGP) - What is wrong with it?
Market cap : 415 million GBP Stock price : 1,11 GBP 2025 revenue : 315 million GBP 2025 net income : 57 million GBP Me Group is a UK based vending machine operator. They install their own self service vending machines (mostly launderettes and photo booths, no food / drinks) …