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I think it's also important to think about what product/service the company makes and if the clientele are satisfied. Also, if this company offers something unique to the market. And also assessing the value of brand value. I think there are many business "intangibles" that are important to investing that are not discussed in this video. I still am mostly in agreement with the majority of the video!

I'm one of those high-value product sellers, and I also can't wait to leave Etsy.

Martin shreki had an interesting take on this stock. You can have negative growth rate in perpetuity but still have an undervalued stock with the DCF model if you’re looking for short term opportunities.

Interesting analysis Kostadin. Always refreshing when you post something like this.

i am using macbook then how should i fix the cells while using formula??

Hey! Thanks for this course! Really appreciate your efforts, but unfortunatly the template doesn't work

very biased approach.

they still have 3.8 million subscribers (reported) that's pretty good reoccurring revenue; even if it dropped to 900k subscribers that's still good money to buy into a company for. only way you could lose is if they go bankrupt which is just unlikely because at the end of the day they'll always have their share of the rental market; in my opinion; if they only had their rental service as the only thing they were offering i would thing the company would be at lest $10 a share which could still be undervalued.

I am love the cake from this shop and lately i am thinking inverting this company. Thank you for analysis

Great video! Your analogy of how much you spent this month (income statement) vs how much money you have right now (balance sheet) is such a simple yet effective explanation for anyone who doesn't know the financial statements!

What you missed is that the score was tested after Piotroski paper on more data and on international markets including those that have low book value. The results from all the studies were similar to Piotroski's paper in 2000. And btw it should not be surprising because the score filter unprofitable and highly leveraged businesses.

So right now the operating margin is about -10%. This is caused because of the new company aquisition,? the new gta6 development launch,? should I sell my stocks because is way too risk considering that they now have to amortize with their equity these expensive investments?

Do you think now will be the best time to purchase?

Do you have a link to the original video?

great video! I'd love more update videos on CELH.

Did you buy the stock?

Chegg is the sole reason for its downfall. They let scammers work freely , they provide solutions prepared by chegg AI which students doesn't like at all

Добър анализ,друже . Поздрав от бугарин живеещ во USA.

shiller pe can stay high for next decade .possible.

Nice video, thank you

Thanks for the video! Could you make an analysis of Volkswagen? It seems to be trading at a very low PE right now

I’ve read their last earnings call and I can tell that the management knows what their doing - they’re addressing their problems well. Also, guidance for 2026 suggests reacceleration of revenue. I think they’re gonna do well, but I’m not gonna buy their stock. It’s hard to predict the trends in apparel. You have to be a fan to really know what’s going on.

Time for an update, i'd argue!

This did not age well :) But obviously impossible to know what was going to happen.

Excellent video!!

Nice name: Lululemon ❤

Excellent video!! 💄

Ulta partners up well and next year they will start expanding into Mexico with a strong international partner 💄

The folks at Berkshire Hathaway know what they are doing💄

Hi I am new to your channel, love the content and the effort you are putting into this! I have recently stumbled upon a company with some great financials and what I consider a pretty wide moat. It is a Japanese company called Tobila Systems. It is in the business of fraud detection and prevention systems for mobile and phone. Would like to hear your thoughts on this!

As you said brands tend to be associated with some status so lack of investment in status association shouldn't work in the long run and if it does would be a significant change in consumers' behavior. However, the idea of investing in more discrete or local status symbols could actually make sense nowadays that people go after their own niche stars like influencers and similar. I'm unsure though whether ambassadors can have the same impact...

You perform great and concise analysis. Nice work

This company has been so poorly ran - you’re right (I’m an investor) I believe they got caught up in the free money era (got greedy and lost track of focus

I like Celcius at its current valuation of $38 per share. Great analysis, thanks!

thank you for sharing. i hope u do revisit the company again in the future