Can you do one with the updated nunbers?

spotify should be a case study for future investors on how to get scammed on dreams by "software engineers"

Disney gave the whole industry a bad name. It will change when Elon buy Disney.

27 billion outside us is not a lot ur right! Thanks

Thanks for your videos! 😊

Do you want to collaborate on a KZfaq video?

PBR enjoyer here, not just an award winning beer but a dividend King oil company

Why??? Their dividend is great lol

Very interesting pick! Thanks for sharing!

I would never buy ebay stock. The company is not bringing in more buyers. They are making more money by just getting it from their current sellers in the form of advertising. Unless they can bring in more buyers each year then the company is slowly dying.

Great job! By the way which stock reporting platform do you showcase in your analysis?

Hi Justus, great video :) Im thinking how to compare MNT stock with Carnival. Its the same industry and similar risks related to 'soft' economy. I see one extra risk with MNT - is climate change. It will affect MNT much more than cruise industry. Without snow people will cancel ski vacation. Also im wondering about possible growth - expanding to Europe its tricky - you have here very mature and competitive market, where low margin is a standard.

I think 10x fcf is reasonable once max is world wide. 6 billion fcf is conservative over time. Say 60 billion mcap. That's 3 times current valuation.

Great vid man! Love the channel! Im long on JPM

If you uploaded this right after earnings than this is a biased video. I see it was on may 30th i highly doubt you predicted the drop they had. Plus dell is on the ai hype…EVERYTHING tech is in an ai bubble not just dell alone

I don’t own any American stocks. The sky is falling.

I think you do, but wanna make sure--do you listen to their earnings calls...? They made the AI pivot like 6 quarters ago.... the AI training contracts and Computer Vision services revenue is already about to surpass the old core-business next quarter or two. They telegraphed this passing of the baton like 3 calls ago. I don't even think the Apple or HPE contracts have shown up on earnings yet. Now they have a strategic partnership with AI startup Reka to supercharge their metadata offerings. I think you severely underestimate Mgmt's running of the company. They have run circles around Getty for the last 7yrs by better leveraging data and operating margins and trade at half the value by many metrics. Next earnings report is when they said (as my memory serves--feel free to fact check) they would finally start breaking out the revs/earnings between the old model channels and the newer ones--now that they are no longer nascent in their growth trend. The downside for this company has been baked in for about a year or so (with some volatile upside mixed in). People are treating it like a coal company, and there is a very realistic chance (if they sell training model contracts to a ton of independently run smaller generative AI models--more agile to run On-Prem, the Edge, and/or the Cloud; or if there are WAY more applications that will value their computer vision services...) the stock could hit 60, 90, 120 in the next 18 months.

Hi. Which website did you use for this video?

I held stock for 5 years and it traded sideways to down the entire time. As a US resident Germany also withholds 25% on dividend payments. I liquidated my entire position - I figure I broke even when I factor in the dividend payments. My take? Investing in Volkswagen is like extending them a 0% loan. Value trap.

This video hasn’t aged well… lol

Does Meli pay a dividend? Also new subscriber here. Have you done a video on Nintendo/NTDOY or Petrobras/PBR? (also, PBR.A but that's preferred) If I was rich enough, I would sell puts and calls on Meli but that would require $174,000+.

Subscribed! Please more detailed Mercado libre stock reviews

👍Thanks for your analysis. What’s your analysis platform?

Thank you always

First comment! Thx always for good vid

Acquisitions take time to make money. Integrating companies takes time and costs money.

Do you think right now it’s a good moment the stock is in $176.89 I’m new in the investment world

Very helpful and informative. Thanks!!!!

Can you do a video on LUV

Besten Dank!

I sure have been enjoying the dividend that VWAPY offers. I bought the stock cheaper than the current price too. Agree to disagree on this one.

Good Vid!

Bob Dobbs says he giving them advanced tech. Watching this one.

Hello, just wanted to leave a like and say thanks for the content. Its really cool to see that you also cover relatively small companies. Also ones that I have never heard of, very well done. One question: which website are you yousing beginning from 0:40? the one with the tables. looks a little like yahoo finance but different. Thanks in advance :)

Besten Dank - interessante Einschätzung!

Now that it is down to 15, are you buying it?

THANKS FROM AUSTRALIA

Personally i do like the movies they make so i am going to the cinema and also buy some stock hopefully they will be around a long time for now

I thinks its a great company, in my opinion the big funds are doing the same as they did to GME (it is a dying industry, but their movies are highly successful (2023 margin for movies was 63%)). The biggest problem is the debt and the Distribution segment of revenue, it could not potentially grow as expected. They also for sure have a huge library of content. Its for sure an interesting stock and a P/S of 0,5 is too low in my opinion.

Still overvalued at this gold price?

Stock going up or down? Q1 report tomorrow

What formula are you using for the present value? For example you have got a present value of 0,90 for 2023 in your normal scenario. That doesn’t make any sense though, does it? The present value should be 4,01 because it is 4,41/(1+10%)^1

what do you think about nike?

Very nice video. Would you be OK to share the excel model?

ebay is still relevant? did not know

What do you think of Vital Farms

Solid breakdown. I agree WBD is a buy at these prices. My opinion of course. Another point to consider is a possible divesture, slim chance of a potential buyout, but still a possibility. worse come to shove in a couple years if the stock is still depressed, the company more than likely announces a buyback and would be buying back very cheap stock.

Great vid, looks like there's better opportunity out there.

According to my assessment of its usage and user base, it will cross 200 billion dollar mark by 2025 end..almost 3x from these level(currently at 65 billion dollar market cap)

After your analysis, spotify shot up by 25% ...lol