U messed up on the enterprise value by 10B. Can happen. 😅
@michizb7935Күн бұрын
Summary a leveraged bet on oil prices 👍
@blakeaaron5698Күн бұрын
I have long-term OTM calls
@blakeaaron5698Күн бұрын
Awesome, thx
@keithb372Күн бұрын
Today is 8/22/2024....... CAVA just reported second quarter results that beat estimates across revenue, earnings, and same-store sales. Net sales jumped 35.2% year over year to $233.5 million, compared to expectations of $219 million. Adjusted earnings per share came in at $0.17, versus the $0.13 expected.... So, whatever you do, DO NOT LISTEN TO THIS GUY! He doesn't know anything.
@StocksIn60SecondsКүн бұрын
Satisfied with the earnings yesterday and the share price today? Lol
@Gazza117Күн бұрын
Could you do an analysis on h&r block?
@themusic68082 күн бұрын
It would be amazing if you could review Texas Pacific Land Corporation. They’re a land trust that has operated since 1888 and owns 1,000,000 acres of land in West Texas over the Permian Basin, which is where Oxy and Chevron have staked because it’s where WTI crude comes from. TPL has zero debt on the balance sheet, over 50% profit and free cash flow margins, and collects royalties on the oil drilled on their owned land as well as the usage of water, natural resources, and agriculture, returning free cash flows back in dividend and aggressive buy backs.
@rohit-ld6fc2 күн бұрын
thank you
@LegaliseFinland2 күн бұрын
I dont fw oxy😤🫸💊
@aaroncjansen2 күн бұрын
Bought over 400 shares ~ 2 weeks ago
@SoutheyYale2 күн бұрын
Gonzalez Kimberly Garcia Jose Wilson Linda
@WhitneyPerry-t5q2 күн бұрын
Martin Jason Lewis Jason Thomas Paul
@cyrilbensid48683 күн бұрын
Hello, why do you never talk about ROI and ROE ? Seems very important metrics to me
@ukasz37363 күн бұрын
40% up in a few weeks...xD
@ittabibtattfal3 күн бұрын
Could you please review PANW?
@unnista23 күн бұрын
Us listed ?
@StevenBurton-r9c3 күн бұрын
Harris Susan Thomas Jose Taylor Laura
@dc12194 күн бұрын
Is this a buy now in low 20s? Looks interesting...
@overlookedalpha4 күн бұрын
yeah I agree, quite a sell-off
@dc12194 күн бұрын
@@overlookedalpha yep, I feel it's either a good swing on the way down or a pretty good buy and hold around 10-13bn MC with its metrics. Based on this vif probably sitting at a 12-14% instead of 8% now.
@BuckyB984 күн бұрын
could you do a brk breakdown?
@shoelessjoe4284 күн бұрын
I think you're a shrewd analyst. Just wondering what your latest take is? They've made a profit over the last 3 quarters and more than halved their overall debt.
Buffet bought this to hedge his portfolio because he knows a recession is coming!!
@ukasz37367 күн бұрын
11 months later, 40% xD
@unicleonid8 күн бұрын
Why substract cash from maket cap to get EV?
@YouGotThisTrading8 күн бұрын
Overreacting is right. I am a charts guy, and I took a look at what happens after a move like this on ULTA. Not a bad spot for long term investors. kzfaq.infoFTbuVZ5spjE?feature=share
@rtorcato8 күн бұрын
It has no moat.
@nadavatar1238 күн бұрын
I think their only moat is their membership card
@hughjackson2187 күн бұрын
They have the biggest market share in the beauty industry, 26%. Slightly more than Sephora,
@kingkang68778 күн бұрын
Warren Buffett doesn't see much of Ulta since he didn't buy it
@TheQuickyouknow8 күн бұрын
What do you mean? Dude lying to us rn?
@jum52386 күн бұрын
@@TheQuickyouknow Most investment transactions are executed by Ted Weschler and Todd Combs, who will manage Berkshire’s huge equity portfolio once Buffett steps down.
@pla90128 күн бұрын
Great stuff these vids...hope millions of views come your way, thou that will undermine the value i get lol
@Steve-nb9kg8 күн бұрын
The ROICs on this company are crazy good. No wonder Buffett bought in.
@ThemobileUnity8 күн бұрын
How to buy dear? I wanna invest.
@FrankMakrides8 күн бұрын
What a joke, you're jumping on a Buffett 13 F filing to give this stock a good rating after a 11% pump. This is almost as bad as your $ASTS AST Spacemobile bearish thesis when it exploded over 50% in a single day yesterday and up thousands of percents from its lows earlier this year.
@adamwyse75348 күн бұрын
It was reviewed before and he also rated it a buy before the filing so......not sure what you mean?
@FrankMakrides8 күн бұрын
@@adamwyse7534 I'm talking about this video, pretty stupid to make a call again right after a huge pump. It's like he's a ratings agency providing guidance after earnings, a complete joke!
@MountainGoater8 күн бұрын
If you don't like it then jog on frank
@FrankMakrides8 күн бұрын
@@MountainGoater sorry, I live in the free world and will continue to share my opinions - go back to the mountain my friend and play with your goats!
@hughjackson2187 күн бұрын
Stocks can still trade at or below fair value after rises in share price... also he isn't promoting ULTA, just summarising the stock's valuation.
@Hellya388 күн бұрын
so investors who are buying tost will be toast lol
@seanjohn34988 күн бұрын
buy rolls royce stock
@tamasberki77588 күн бұрын
CRWD's FCF margin looks good on paper, but that 4% net margin is raser thin. Not to mention the price, it needs to deliver +20% YOY for 10 YRS to justify valuation. After the recent events it doesn't look like a buy. FTNT looks better to me, second largest cyber sec company, with a wide range of portfolio.
@jamessketcher9 күн бұрын
Would you consider doing APTV 🤔
@joecoupon82999 күн бұрын
Lol😂😅 🎉👍☘️ what's your cost basis now? $3
@LeFreshmeat9 күн бұрын
Can you do Anheuser-Busch Inbev?
@Gazza1179 күн бұрын
Could you breakdown StepOne on the ASX? Keep up the great videos 👍
@jongbeankim62249 күн бұрын
Could you take a look at Bill Holdings? It seems undervalued and I think it has potential.
@Russia-xj8qy10 күн бұрын
We need 3 stocks i am buying please
@TheBubbas2210 күн бұрын
My wife does sales for Dave & Buster’s events. I’m not sure about walk-in traffic but events have been on fire lately. Hope that continues. I’ve been seeing the stock continually dip. Now may be the time to grab it before it goes up during the holiday season.
@user-zm7xd5po7d10 күн бұрын
Can you do upwork stock? Keep up the fantastic work👊
@overlookedalpha10 күн бұрын
Great idea thanks
@rcrr10 күн бұрын
Cylindrical batteries are the technology of the past. This analysis is flawed.