Hype doesn’t matter.Earnings matter.PayPal’s operations have produced like $6B past year. They spent around $0.75B on capex same period. That’s what a compounding machine looks like. The business produces much more cash than it needs ($0.75 in…$6 out).$PayPal(PYPL)$ I think it’s an incredibly efficient business. Easy buy at the right price.**Stock based comp is pretty horrendous - costs them around $1-$2B/year right now.Don’t sell because you think it’s dead. It’s generating tons of cash and the market can only miss that for so long.Hold for a few years and give your brain a rest. If you can’t do that, do yourself a favor and move to ETFs.
zaza10
Stay in the green zone, always follow the trend
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I live in Singapore for more than 15 years. i prefer to take normal taxi, instead of grab. Grab is too expensive nowadays and is not competitive at all when compared to normal taxi like Comfort or Transcab. I will always book a taxi when possible. Many of my friends share the same feeling. we don't think the Grab car business is sustainable, if they keep using the same strategy. I miss those old days when there is 50,000 normal taxis and i can easily get one even at very west of Singapore (e.g. NTU, Tuas) by calling taxi booking number. $Grab Holdings(GRAB)$ I think this stock may move below 3 again. Cash burn is very high. Also there is rumor of acquiring Goto which could be disastrous. This is just my own opinion though.And I wish there was some
Is PAPY dead?
Is PAPY dead?
Evaluation of Grab Holdings Limited stock downgraded
The Grab Holdings Limited $Grab Holdings(GRAB)$ stock price fell by -1.17% on Tuesday, 20th Jun 2023 from $3.42 to $3.38. During the last trading day the stock fluctuated 5.39% from a day low at $3.34 to a day high of $3.52. The price has risen in 6 of the last 10 days and is up by 8.68% over the past 2 weeks. Volume fell on the last day along with the stock, which is actually a good sign as volume should follow the stock. On the last day, the trading volume fell by -8 million shares and in total, 16 million shares were bought and sold for approximately $53.13 million.The stock lies in the middle of a wide and strong rising trend in the short term and a further rise within the trend is signaled. Given the current short-term trend, the stock is exp
TSMC And ASE: World's Largest Foundry And World's Largest OSAT
SummaryTSMC (53% share) and ASE (27% share) are the world’s largest foundry and OSAT, respectively, with an advantage that extends beyond Taiwan as their positions had strengthened globally.Both companies are partners with an integrated supply chain and both companies have similar geographic distribution of manufacturing sites, customers and revenue.In advanced packaging OSAT, TSMC (8.5% share) is increasingly competing with ASE directly (24% share) as its advanced packaging capabilities are similar to ASE (2.5D/3D and FO) with larger capex.SweetBunFactoryIn the following analysis, we explore the interdependence of two prominent players in the semiconductor industry: Taiwan Semiconductor Manufacturing Company Limited $Taiwan Semiconductor Manufacturing
TSMC And ASE: World's Largest Foundry And World's Largest OSAT
ZIM Integrated: Last Dividend Paid, Now What
SummaryZIM paid the last major dividend of this cycle on April 3 with an ex-dividend date of April 4.The container shipping market remains under massive pressure, with index rates still falling.ZIM stock trades above $17, but the company faces years of losses pressuring the stock due to the lack of dividend payouts ahead.Daniel WrightOn April 3, ZIM Integrated Shipping Services $ZIM Integrated Shipping Services Ltd.(ZIM)$ paid a large dividend to shareholders. As expected, the stock fell to offset the dividend payout, though the amount didn’t originally match the large dividend as forecast. My investment thesis remains Bearish on the stock with shareholders not fully appreciating the lack of dividends in the next few years ahead.Source: FinvizEnd O
ZIM Integrated: Last Dividend Paid, Now What
Airbnb: I Am Still Not Convinced
SummaryAirbnb investors suffered a hammering in early May due to over-optimism.I had cautioned investors in February that a massive slowdown could be approaching. Perhaps, these investors probably thought management was "sandbagging."Reality is often harsher than it seems, but when reality hits, it's better to accept that ABNB is still priced at a steep premium.Growth investors looking for higher upside have likely left for the AI hype train, leaving Airbnb "diamond hands" to support the stock.courtneykAirbnb, Inc. $Airbnb, Inc.(ABNB)$ stock has struggled for momentum since its initial attempt to bottom out following last month's short report floundered after the market assessed its weak forward guidance in early May.As such, ABNB investors will n
Airbnb: I Am Still Not Convinced
Taiwan Semiconductor: AI Speed Bump
Summary:TSMC reported a mixed Q2'23 earnings report due to cutting full-year estimates.The Taiwanese foundry company still predicted booming AI demand while the headlines focused too much on delays at the Arizona fab.The stock is cheap at 14x more normalized '24 EPS targets considering a forecast for a return to 20% growth.Bilanol/iStock via Getty ImagesTaiwan Semiconductor Manufacturing Company Limited $Taiwan Semiconductor Manufacturing(TSM)$ reported disappointing Q2’23 earnings to kick off the earnings season for the semiconductor sector on the wrong note. The foundry leader faces a tough Q3 due to ongoing inventory overhangs, but the current weak results are just a speed bump towards a big AI future. My investment thes
Taiwan Semiconductor: AI Speed Bump
CrowdStrike: Healthy Business Despite Macro Headwinds
SummaryShares of CrowdStrike declined in after-hours trading yesterday, despite the company beating expectations and increasing the full-year guidance.The decline is potentially driven by ARR concerns or the stock simply running ahead of itself into earnings.I believe ARR concerns are unfounded, and that CrowdStrike is well-positioned to deliver strong growth in the following quarters and years.Companies like Snowflake and Cloudflare recently reported underwhelming results, and their share prices are recovering regardless. We could see the same scenario unfold with CrowdStrike, and more so since the results were comparatively stronger.francescoch/iStock via Getty ImagesShares of CrowdStrike $CrowdStrike Holdings, Inc.(CRWD)$ took a hit right out o
CrowdStrike: Healthy Business Despite Macro Headwinds
Plug Power's Progress Is Unlikely To Be Rewarded For A While
SummaryLast August, I turned bullish on Plug Power as I believed the company was finally ready to back up its exciting story with some encouraging numbers.Although Plug Power's topline growth has been encouraging, there have been no positive developments regarding profitability.In this analysis, I highlight how Plug Power is making progress with strategic partnerships that enable the company to grow sustainably in the future.I also discuss why these promising developments may not lead to a positive market reaction for the time being.sarawuth702Last August, I turned bullish on Plug Power Inc. $Plug Power(PLUG)$ as I believed the company was finally ready to back up its exciting story with some encouraging numbers. Although Plug Power's topline grow
Plug Power's Progress Is Unlikely To Be Rewarded For A While
Make No Mistake, Apple's AI Opportunities Are Enormous
SummaryApple’s advancing AI capabilities promise to revolutionize how users engage with devices, driving immense Product and Services revenue growth.Don’t underestimate the commercial viability of Apple’s ecosystem.The bears are missing the grander AI-driven revenue opportunities hidden beneath the surface.fazon1Given the promise of AI to transform products and services across industries, investors have been throwing money at technology stocks that they deem to be big beneficiaries of this revolution. Apple $Apple(AAPL)$ is no exception. Though the company has been more nuanced about its AI capabilities, partly because its executives refer to it as 'machine learning' instead. While Apple's AI-related announcements in June may seem simple, investor
Make No Mistake, Apple's AI Opportunities Are Enormous
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