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GFL Environmental Inc (NYSE:GFL), is the fourth largest diversified environmental services company in North America. We believe the company to be reasonably priced despite being an aggressive bet relative to its peers.
Amazon (NASDAQ:AMZN) has seen a hefty pullback recently after guiding for slower growth in the third quarter. The market seems to be focusing on the e-commerce slowdown despite having another potential trillion-dollar business hiding within the company. We are referring to Amazon's real money maker, AWS which we covered recently in a previous article. We suggest taking a look if you're interested in learning more about AWS and why we think it's a major growth catalyst for the company. In addition, we cover the main risks involved in holding Amazon's stock.
Tesla Inc (TSLA) is an industry disruptor that has been responsible for the shift towards electric vehicles from other carmakers. As a result, competition has been heating up for Tesla with Ford Motor Company (F), along with others, trying to make a splash in the EV market. In this article, we will be quantitatively comparing Ford to its main competitors: Tesla, General Motors Company (GM), Toyota Motor Corporation (TM), Honda Motor Co Ltd (HMC), and Volkswagen AG (OTCPK:VWAGY).
SEMrush Holdings (SEMR) is a solid growth company that is trading at a reasonable price. In addition, the company is well positioned to benefit from the continued shift to e-commerce.
Currently, there are plenty of uncertainties going around. During times of uncertainty, it's good to take a step back and search for stability. Waste Connections (WCN) is a great place to start. However, its stability isn't cheap.
Cricut, Inc. (CRCT) had a very strong second quarter. Revenue increased 42% compared to the same quarter in 2020. This is very impressive because the 42% is on top of the 149% increase the company saw in 2020 over 2019.
Previously, we had written an article titled, Facebook: The Best 'Fangma' Stock To Buy Right Now, Quantitatively Speaking. We highlighted some major factors that separate Facebook Inc. (FB) from the rest and suggest you check it out. Although we performed a relative valuation for all six companies in that article, we wanted to write a follow-up to calculate the intrinsic value of Facebook. Facebook is currently undervalued using projections that are based purely on fundamental factors.
Deere & Company (DE), is a great company that has performed exceptionally well in the past year. It has a reputation of being innovative and its recent acquisition of Bear Flag Robotics demonstrates why. Despite this, now might not be the best time to buy.
Vimeo, Inc. (VMEO) is a recent spinoff from IAC/InterActiveCorp (IAC). Generally speaking, when investors hear about Vimeo, their minds instantly go to YouTube (GOOG). Both companies have video-sharing platforms for content creators. However, the way Vimeo makes money is not 100% comparable to YouTube. Despite being significantly smaller, Vimeo is seeing great momentum and monetizing in a different way than YouTube. Vimeo is a very solid company with business metrics that are trending in the right direction.
Leaders lead, and Microsoft Corporation (MSFT) is definitely a leader. The market's second most valuable company by market cap is still currently undervalued. In this article, we will perform a discounted cash flow analysis to calculate the company's intrinsic value.
Google's parent company Alphabet Inc. (GOOG) (GOOGL), is the definition of a tech heavyweight. However, under current market conditions, the company is very undervalued despite its dominance and growth potential.
PayPal Holdings (PYPL) is a great company that may appear overvalued when looking at valuation multiples. However, it's not as bad as it may appear since the company generates a lot of cash. In this article, we will perform a discounted cash flow analysis to calculate the company's intrinsic value. In addition, we will highlight some important risk factors and growth catalysts that could have an impact on the company's performance.
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