Peloton Interactive (PTON) appears to be a misunderstood stock. When simply looking at multiples, it can appear that the company is overvalued. However, valuation multiples leave out a lot of crucial information. In this article, we highlight two things:
Coursera: Invest With Caution
The e-learning industry is poised for strong growth over the next decade. Coursera (NYSE:COUR) is well-positioned to continue growing at a fast pace. However, investors need to be cautious as the company is trading at a premium.
Previously, we wrote an article on Corsair Gaming (CRSR) where we looked at growth catalysts and quantified its competitive advantage. Today we will be taking a look at Logitech International (LOGI), its closest competitor.
We will look at the cold hard numbers to quantitatively prove that Goodfood Market Corp. (FOOD.TO) is a serious grocery player with an operational competitive advantage in the Canadian market that shouldn't be ignored.
Recently, we wrote an article comparing the "FANGMA" stocks where we talked about why Facebook is currently the best, quantitatively speaking. However, we wouldn't recommend sleeping on Amazon (AMZN) because its AWS segment has seen strong growth and seems likely to continue doing so. Its high margins will continue to boost Amazon's bottom line as it becomes a larger part of the revenue mix.
Here's this weeks' watch list. The stocks to watch are: WISH, BB, ADSK, AMZN, SEMR, IHRT, and TSLA. Good luck to all!
Music streaming has revived the music industry. The fall of physical sales contributed to a decline that lasted over a decade. It wasn't until 2014 that the industry saw a turnaround. Spotify Technology S.A. (SPOT) is one of the leaders of music streaming but has begun to diversify into complementary offerings. In addition, current market conditions suggest that the company may actually be trading at a discount relative to peers.
Corsair Gaming Inc. (NASDAQ:CRSR), was recently dubbed a meme stock. However, we see it as a company with strong fundamentals that is greatly undervalued. Undoubtedly, Corsair received a boost from COVID-19 which led to a jump in revenue growth that was unsustainable. However, even at a reduced growth rate, it still has room for plenty of upside.
ContextLogic Inc. (NASDAQ:WISH) is a long way off its high of $32.85 per share. However, it appears that its stock price has fallen too low and looks attractive at this level. In this article, we will not be discussing what the company does as many articles already do that. Instead, we will look at the company's growth catalysts, its management team/investors, and various valuation models to demonstrate that ContextLogic is trading well below fair value.
There's no doubt that the future of energy is heading towards renewable sources. Solar, in particular, has become much more cost-effective in recent years. In fact, solar energy is actually cheaper than fossil fuels. Electricity from fossil fuels costs between 5 cents and 17 cents per kilowatt-hour whereas solar energy costs average between 3 cents and 6 cents per kilowatt-hour and are trending down.
Fiverr: The Future of Work
Here is our latest research report on Fiverr International stock (FVRR). Check it out!
Here's this weeks' watch list. The stocks to watch are: VMEO, ADSK, CLNE, DMTK, SKLZ, TSLA, BABA, VACQ, FUV, MNMD, and WISH. Good luck to all!
Vintage Wine Estates (VWE), is a recently listed stock that went public in early June through a SPAC. Unlike many other SPACs that saw their prices skyrocket over 100% during the craze, Bespoke Acquisitions (BSPE), the pre-merger name, saw a relatively smaller 17.5% pop from its $10 IPO price before dropping down.
Autodesk, Inc. (NASDAQ:ADSK) is an industry leader with great margins that are expected to expand in the coming years. In addition, we believe it is trading at a good price.
When it comes to big tech, there is no shortage of controversy. Facebook (FB), in many ways, has arguably the worst reputation out of the FANGMA stocks - Facebook, Apple (AAPL), Netflix (NFLX), Alphabet (GOOG) (NASDAQ:GOOGL), Microsoft (MSFT), Amazon (AMZN). However, this article isn't about that because despite the many controversies, many continue to use their services and they continue to grow.
Celsius Holdings Inc. (CELH) has a very interesting story filled with conviction and perseverance. Carl DeSantis stumbled upon Celsius 15 years ago when his long-time business partner brought him a 6-pack of it. Having thought it was a winner, DeSantis invested in the company and had become its largest shareholder.
Palantir Technologies Inc (PLTR) is a very interesting company that appears to be overvalued on the surface. As a matter of fact, that's exactly what we thought when we first came across the company. Its price-to-sales multiple is almost 40x and it has negative operating income. Although the loss comes from stock-based compensation which isn't a cash expense, it still dilutes shareholders. However, when looking more closely, it appears that Palantir may actually be reasonably priced.
Here's this weeks' stock watch list. The stocks to watch are: DMTK, CRSR, FUBO, MRNA, VACQ, MTCH, STNE, TWLO, GME, and AMC. Happy trading!
Back in February, we wrote an article about Adobe (NASDAQ:ADBE) and placed a price target of $530. This was right before inflation fears became mainstream. After a wild few months, the share price has now met and exceeded $530. As a result, we wanted to do a follow-up on the company.
Here's this weeks stock watch list. The stocks to watch are: M, IIPR, MNMD, BBCP, VMW, DMTK, AMZN, ADBE, AAPL, and more. Happy trading!
Here's this weeks watch list. The stocks to watch BESIDES GME and AMC are: VMW, MNMD, GE, X, IHRT, BLNK, BBIG, CRM, V, DMTK, and COUP. Good luck to all!
Looking to invest in Software-as-a-Service (Saas) stocks? A key metric to understand is the rule of 40. In this post, we'll explain what the rule of 40 is, how to incorporate it into your investing approach, and how to find stocks that beat the rule of 40.
Here's this weeks' watch list. The stocks to watch are: CRM, ZIM, LMT, UPS, BRK.B, NEM, AJG, MNMD, IHRT, ANTM, X, AEO, IPOE, and COST. Good luck to all! Reminder: US markets are closed tomorrow (Monday).
Here's this weeks' stock watch list. The stocks to watch are: GE, MSFT, GME, BBCP, PM, X, IHRT, XOM, CPNG, and ANTM. Good luck to all!