$Walt Disney(DIS)$ Estimates put Disneyland Rides/Attractions at 80% working. That means 1 out of every 5 attractions are "Under Repair". But has the price of admission been reduced by 20%? This is Iger's way of closing part of the park to save money, while making it look like he's improving the place. Wow, Disney's cashed strapped right now.
$Amazon.com(AMZN)$ Historically trades at 3x Price to sales. 2025 revenues are estimated at $710B. 3 x 710B / 10.32B (sharefloat) = $207 share. The 3x metric should increase as they increase margins and the business continues to shift to much higher services businesses - 2.75x sales would be conservative estimate or $189/share. Fair to assume this as a target around Dec 24' - May 24' time frame - and assuming they hit the revenue estimates.
$Boeing(BA)$ Boeing seem to have an unending quality control problems, and it is that which is causing unease from customers to regulators. Now Boeing CEO has also admitted that there is is cultural issue at Boeing that has been going for years now! Attitudes shown, price up. Simple.
$Alibaba(BABA)$ Baba valuation is below it's ipo right now. 9 years on the company is much larger, and has much more cash and cash equivalents. At the same time it has over double digit subsidiaries. It does not take a genius to figure out that the company is here to stay for many a decades to come. Chances of bankruptcy are zero. The last 3 years have been painful for baba stock holders, and those who held the shares since ipo and didn't get out at the right time. This however may be a deliberate shake out by big hedge funds in US, and Chinese market makers to deprive common people from making generational wealth. When the upswing comes it will be too fast and common investors will keep saying let it come down so I can
$Boeing(BA)$ I was happy to see the Boeing CEO actually walk the production floor at SPR with Shanahan when trying to deal with the latest fiasco. To date I believe the BoD members have been avoiding the "point of execution" where REAL knowledge is gained and employees/investors can tangibly see them do more than draw millions of dollars in compensation.
$Intel(INTC)$ Guys, guys, guys, look at the two-year chart. A cup and handle are forming. Therefore, INTC will go down to the low 40s (maybe $43-$42) before the handle is formed. A 20% drop from the right side of the cup is ideal. Look at the two-year chart of AMD; it also dropped 20% from the right side of the cup before moved up and into a new al time high. So be patient and enjoy.
$Digital World Acquisition Corp(DWAC)$ Trump added the most debt on the US Citizens than any in history. THAT DOES NOT MAKE US GREAT.We need to raise taxes and lower spending. Trump did the exact opposite.Then again you think this thing will rise?
$Coinbase Global, Inc.(COIN)$ My understanding is: the fees from functioning as custodian will be a drop in the bucket in terms of the overall revenue for coinbase; in the future the ETFs will diversify their custodians for safety; the ETFs draw trading from coinbase; the legal battle with the SEC threatens a third of the coinbase revenue. I also want to add, the current price of COIN is exceedingly high with regard to its growth potential
$SoFi Technologies Inc.(SOFI)$ Honest question,Rates going down 0.25 3 times this year , total 0.75, good or bad for sofi?I am doing my DD , and still can't decideSo last year interest rates were rising, bad for sofi, couldn't sell their loans, now interest Rates will be going down this year, bad for sofi?So which one?Can't be both
$SoFi Technologies Inc.(SOFI)$ $SOFI CEO has a nasty surprise for these shorts come January 29. He is a master tactician with a habit of underpromising and overdelivering. With extreme bearish sentiment going into earnings and analyst expectations of zero profit or even a slight loss, the market will be blown away by the revelation on Monday. credit due everything sofi