Posts
When the AI bubble will burst, which sectors or companies do you think will be affected the most and which will barely feel it?
Hyperscalers? Softwares? Semiconductors? Computer Hardware? Cybersecurity? Robotics? Utilities? Other sector? Do you think sectors or companies that are cheap now will still be hit when the bubble burst?
ASTS is down ~40% since May and has gone down again today after a successful launch. Is anyone buying at these prices?
We just had a flawless deployment for BlueBirds 8, 9, and 10, which literally validates the tech and the scale they’re building toward. Instead of moving up, we’re watching a classic "sell the news" event, with the price continuing to dump down into the $80 range today. We went from …
sharing My approach to buy saas stocks
On April 10th, i called every one to buy saas, especially ciber security stocks, and I said it was probably near the bottom if not the absolute bottom. I bought panw crwd rubrik and msft. I also added many others. My take at that time was ciber security is a …
A simple method of valuing Reddit ($RDDT)
(***Note:*** *I previously did a valuation of RDDT a year ago, and based on my required rate of return of 15%, put a buy price of RDDT at $150 and below. This post is an attempt to do the valuation based on the latest information available)* **Methodology:** I will not …
Duolingo up
Anyone knows what the heck happened with DUOL? It kinda kept rising recently while the other SaaS is seriously screwed up? Maybe their 400 million share buybacks bumped the price up? I’m long DUOL with 3% of my portfolio so I’m happy but wondering should I unload with this 20% …
Why the Sudden Pivot to Freemium with Adobe?
I was just wondering what everyone’s thoughts were on the sudden pivot to Adobe pushing a freemium model? Annual Recurring Revenue Growth is arguably the single most important metric for the stock from the perspective of Wallstreet and the stock price. You would think that the fact they have 10 …
Is Accenture now too cheap?
The stock market has taken [ACN to the wood shed](https://userupload.gurufocus.com/2067772463433031680.png). Down 18% today! Down 70% from its high and -58% in a year. Forward PE of 9 basically saying that the company will never grow from here. Yet it delivered operating earnings growth of 7% y/y. Enterprises’ strong demand to …
Economic Moat in Semiconductors
I'm writing this post so I can encourage discussion so that everyone can help me and others understand economic moats better. Literal Definition: An "economic moat" is a company's ability to maintain a sustainable competitive advantage that protects its market share and profits from rivals. Since AI is so hype, …
About AI replacing everything and SAAS
I think a lot of people don’t understand the most important thing. AI is being used for free because it’s being subsidised by large investments and future payments. As a result, you can use Claude, Gemini, ChatGPT for free. Soon they would not be able to do it because Microsoft …
What are your Top 3 "Deep Value" plays?
And when I say "Deep Value" I don't mean companies like META or MSFT... While those companies are cheaper than the broader market, I wouldn't say they are "deep" value. I'm referring to companies that the market absolutely despises and has punished severely; down 60,70 or even over 80% from …