Posts
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 …
What's everyone reading?
So in an effort to discuss something different. What's everyone reading, finance wise, right now? Currently I'm working my way through Quantitative Trading by Chan. Also slowing reading Dividends Still Don't Lie. Next in the queue are Investment Valuation (which I scored used for like $7!) and rereading One Up …
Every stock price already implies a growth rate. Almost nobody bothers to solve for it.
The current price of any stock already implies the growth rate the business has to deliver to be worth it. You can extract that number with a spreadsheet in about five minutes. Most people never do. This is what a reverse DCF actually is. Not a forecasting tool but an …
Accenture stock dilemma
I have around 900 shares of Accenture and am currently sitting on a significant unrealized loss. I’m unsure how to proceed from here and would appreciate some perspective. For context, I did not purchase these shares directly as an investment. Instead, I accumulated them gradually through my paycheck and employee …
Adobe DCF sensitivity analysis
I won't bore y'all with bull/bear convictions on Adobe. The truth is, nobody can tell the future and I don't have a crystal ball. *But what I do have are a very particular set of skills. Skills I have acquired over a very long career.* Unfortunately they're not as cool …