$GOOG Cash Flow Surge, $DUOL AI Challenge & $NFLX Buy Zone Watch

Travis Hoium

07-18

The key question for all three: can earnings growth drive future upside while valuations expand?

$GOOG, $DUOL, and $NFLX offer three different answers.

1. $Alphabet(GOOG)$

Analysts are expecting Alphabet's operating cash flow to nearly double over the next 2.5 years.

2. $Duolingo, Inc.(DUOL)$

Everyone has to learn Chinese if Kimi takes over or what?

3. $Netflix(NFLX)$

$NFLX was $86 when I posted this. Getting closer to a buy after this drop.

At some point, Netflix will be an amazing buy. But at 38x FCF, I don't think a company growing revenue in the mid-teens is in "no-brainer" territory yet.

PS： Investing Over-Simplified

If you can explain how the stocks you own will grow earnings AND benefit from multiple expansion you are 5 steps ahead of most investors.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

AuntieAaA
07-19
AuntieAaA
Nice 💚💚💚

Leave a comment

1501

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":586964780773408,"tweetId":"586964780773408","gmtCreate":1784332627793,"gmtModify":1784342589232,"author":{"id":4159952822702602,"idStr":"4159952822702602","authorId":4159952822702602,"authorIdStr":"4159952822702602","name":"Travis Hoium","avatar":"https://community-static.tradeup.com/news/7f6caf1342339cc5b5ecd9bf6ff43d46","vip":8,"userType":8,"introduction":"Passionate about helping people find life-changing long-term investments.\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1011,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/9768d941b4e2185d9d186e94470803f3","width":"2560","height":"1440"},{"img":"https://community-static.tradeup.com/news/b85fa27c6a15ac43f462905d830a6e62","width":"1290","height":"1892"},{"img":"https://community-static.tradeup.com/news/4b32edfca76f548707528702b16b45ef","width":"2400","height":"1350"},{"img":"https://community-static.tradeup.com/news/5573c937840eb4e713adf79d1c6c52ea","width":"1024","height":"512"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/9768d941b4e2185d9d186e94470803f3","width":"2560","height":"1440"},{"img":"https://community-static.tradeup.com/news/b85fa27c6a15ac43f462905d830a6e62","width":"1290","height":"1892"},{"img":"https://community-static.tradeup.com/news/4b32edfca76f548707528702b16b45ef","width":"2400","height":"1350"}],"title":"$GOOG Cash Flow Surge, $DUOL AI Challenge & $NFLX Buy Zone Watch","html":"<html><head></head><body>The key question for all three: can earnings growth drive future upside while valuations expand?\n$GOOG, $DUOL, and $NFLX offer three different answers.\n<h2 id=\"id_442826354\">1. <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a></h2>\nAnalysts are expecting Alphabet's operating cash flow to nearly double over the next 2.5 years.\n<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/9768d941b4e2185d9d186e94470803f3\" tg-width=\"2560\" tg-height=\"1440\"> \n<h2 id=\"id_1043062541\">2. <a data-mention-id=\"DUOL\" class=\"teditor-mention\" data-mention-name=\"Duolingo, Inc.\" href=\"https://ttm.financial/S/DUOL\">$Duolingo, Inc.(DUOL)$</a></h2>\nEveryone has to learn Chinese if Kimi takes over or what?\n<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/b85fa27c6a15ac43f462905d830a6e62\" tg-width=\"1290\" tg-height=\"1892\"> \n<h2 id=\"id_3798590213\">3. <a data-mention-id=\"NFLX\" class=\"teditor-mention\" data-mention-name=\"Netflix\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a></h2>\n$NFLX was $86 when I posted this. Getting closer to a buy after this drop.\nAt some point, Netflix will be an amazing buy. But at 38x FCF, I don't think a company growing revenue in the mid-teens is in \"no-brainer\" territory yet.\n<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/4b32edfca76f548707528702b16b45ef\" tg-width=\"2400\" tg-height=\"1350\"> \nPS： Investing Over-Simplified\nIf you can explain how the stocks you own will grow earnings AND benefit from multiple expansion you are 5 steps ahead of most investors.\n<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/5573c937840eb4e713adf79d1c6c52ea\" tg-width=\"1024\" tg-height=\"512\"> \n\n</body></html>","htmlText":"<html><head></head><body>The key question for all three: can earnings growth drive future upside while valuations expand?\n$GOOG, $DUOL, and $NFLX offer three different answers.\n<h2 id=\"id_442826354\">1. <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a></h2>\nAnalysts are expecting Alphabet's operating cash flow to nearly double over the next 2.5 years.\n<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/9768d941b4e2185d9d186e94470803f3\" tg-width=\"2560\" tg-height=\"1440\"> \n<h2 id=\"id_1043062541\">2. <a data-mention-id=\"DUOL\" class=\"teditor-mention\" data-mention-name=\"Duolingo, Inc.\" href=\"https://ttm.financial/S/DUOL\">$Duolingo, Inc.(DUOL)$</a></h2>\nEveryone has to learn Chinese if Kimi takes over or what?\n<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/b85fa27c6a15ac43f462905d830a6e62\" tg-width=\"1290\" tg-height=\"1892\"> \n<h2 id=\"id_3798590213\">3. <a data-mention-id=\"NFLX\" class=\"teditor-mention\" data-mention-name=\"Netflix\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a></h2>\n$NFLX was $86 when I posted this. Getting closer to a buy after this drop.\nAt some point, Netflix will be an amazing buy. But at 38x FCF, I don't think a company growing revenue in the mid-teens is in \"no-brainer\" territory yet.\n<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/4b32edfca76f548707528702b16b45ef\" tg-width=\"2400\" tg-height=\"1350\"> \nPS： Investing Over-Simplified\nIf you can explain how the stocks you own will grow earnings AND benefit from multiple expansion you are 5 steps ahead of most investors.\n<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/5573c937840eb4e713adf79d1c6c52ea\" tg-width=\"1024\" tg-height=\"512\"> \n\n</body></html>","text":"The key question for all three: can earnings growth drive future upside while valuations expand? $GOOG, $DUOL, and $NFLX offer three different answers. 1. $Alphabet(GOOG)$ Analysts are expecting Alphabet's operating cash flow to nearly double over the next 2.5 years. 2. $Duolingo, Inc.(DUOL)$ Everyone has to learn Chinese if Kimi takes over or what? 3. $Netflix(NFLX)$ $NFLX was $86 when I posted this. Getting closer to a buy after this drop. At some point, Netflix will be an amazing buy. But at 38x FCF, I don't think a company growing revenue in the mid-teens is in \"no-brainer\" territory yet. PS： Investing Over-Simplified If you can explain how the stocks you own will grow earnings AND benefit from multiple expansion you are 5 steps ahead of most investors.","highlighted":1,"essential":1,"paper":2,"likeSize":1501,"commentSize":1,"repostSize":47,"favoriteSize":0,"link":"https://ttm.financial/post/586964780773408","repostId":0,"isVote":1,"tweetType":1,"viewCount":3520,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["DUOL","GOOG","NFLX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":641,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":587209237620152,"commentId":"587209237620152","gmtCreate":1784391754775,"gmtModify":1784392043426,"authorId":3583049143664216,"author":{"id":3583049143664216,"idStr":"3583049143664216","authorId":3583049143664216,"name":"AuntieAaA","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":586964780773408,"objectIdStr":"586964780773408","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Nice 💚💚💚","text":"Nice 💚💚💚","html":"Nice 💚💚💚","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/586964780773408"}