Posts
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 …
VRRM: Deep Value or Gamble?
What I like about it is that it's not some meme stock. The revenue is real, and the customers are corporate and government entities. The current sell-off is definitely an overreaction. Yes, they lost 10% of their revenue from Avis, but that doesn't justify a 70% drop in the stock …
How can we ever trust individual stocks if market narratives can completely change valuation multiples? (Adobe vs AMD)
Value investing theory says that over long periods, stock prices should follow fundamentals and intrinsic value. But when I actually look at how the market behaves, it feels way more unstable than that. ​ Take Adobe for example (Forward PE 8). The business is still profitable, still growing, still producing …