We don't run ads because most of them peddle junk to our viewers. That means we need your help to support this channel. Please share our videos and subscribe to help us grow: ruclips.net/user/nanalyze 🙏❤
Quick rant: personally, as a brand new investor as of March 2023, I actually really appreciate the "negativity." I would get constantly overwhelmed with "stocks to buy now" videos and I would take them seriously without understanding basic concepts like dividends, realistic growth prospects, understanding HOW to research a company or most importantly, red flags to look for. I've bought stocks on emotion and FOMO. I ended up selling out of some bad positions at losses once I realized many idiots on youtube blindly recommend stocks just for content. All that's discussed is YTD, P/E ratio, Div. Yield, and that's basically it. No qualitative reasons or useful metrics for recommending/avoiding a stock. Payday's this Friday, and you've earned yourselves an Annual Subscriber.
A lot of financial channels out there are chasing clout with zero intention of helping people become better investors. We don't run ads because we don't want people misled who watch our content. Same with our website, as we pulled ads a long time ago. We couldn't be happier to hear you're coming on board as an annual subscriber. This is a classic example of showing people we add value before expecting them to open their wallets. Once you join, please be sure to join our Discord server as well! It's turning into a very informative community. Joe P.
I don't know many people who don't make mistakes like this and lose money when they first start investing, but it might even be worse for the people who make a lot of money when they first start investing because its usually an accidental case of finding a bubble stock or volatile penny and putting all their money into it like a lotto. They'll believe their "system" is proven, then do so with even more capital, and go broke without having learned a thing. Sounds like you're on the right track brother
Love the content. I was a subscriber for about 6 months. Had to scale back due to fear of macro headwinds. Will be putting together a portfolio soon and will resubscribe. Hopefully after this storm we can see some exponential growth as capital finds new homes.
In Planet Labs terms, you'd be considered a "winback." ;) We look forward to having you back as a paying subscriber! Make sure to join our Discord server after you subscribe again. Thank you for the financial support.
This company was recommended to me by someone I respect on Seeking Alpha so I bought it sometime back in June and I have been DCA’ing since. Just like you I agree they have a great product. I’m a C# software developer and I am a little familiar with IaC (infrastructure as Code). I really like the concept of it and I think its vital for multi-cloud. I see a lot of growth ahead as you do. So I’m glad you decided to share this recommendation and the reasoning behind it makes sense to me. Thanks as always, you guys are top notch.
Thank you for sharing Derrick. We appreciate the feedback! We don't give recommendations per se, we simply tell people what we're buying and at what valuations. Subtle distinction there ;) It's loyal subscribers like yourself that make this channel possible!
We'll do an article on them probably in early May? We check in with companies once a year. We like their revenue growth but the debt they took on (close to a billion?) and cash burn is a concern. Raising capital doesn't seem like an easy option anymore.
Insider selling needs to be put into context, something we covered here (ruclips.net/video/xbpJVa-VMIo/видео.html). Institutional selling can be active or passive, and it matters which, something we covered here (studio.ruclips.net/user/videoUWNVuZ8wixY/edit).
Hi Nanalyze thanks for another interesting video. I saw that all the profit they (HCP) make goes away to 'selling and marketing' and 'other general and administrative'. In total over 516 million. Furthermore they spend 215 million on developing their products. How do I know that the management are not treating themselves a little too much? Are they perhaps spending more on selling a product instead of creating a better product? Or is this not a valid concern?
All valid concerns. Companies that spend $1.50 to make $1.00 eventually run into trouble. This video was a very topical look at the company, while previous research pieces we've done have dived deeper. We don't look at management compensation too closely unless it approaches Gingko levels (two people over $700 million in one year). As for S&M and G&A, that needs to be benchmarked against other SaaS firms. That's an interesting idea we might look to explore in another piece. Thank you for the great comment!
@@Nanalyze Thanks Nanalyze, I'll look up your other pieces on the topic. I already compared to some other SaaS companies and found competitors seem to put more % of spending into development. I am not the most decorated analyst so I start to doubt myself. Those Gingko examples are insane! Have a nice day.
One can only hope the critics stay vocal. I worked in restaurants for many years, and it wasn't the people who complained that we cared about. It was the people who didn't. Be assured that we quickly block jerks so they don't pollute our community. However, we do have some very critical consumers of our content and I always like to hear what they say. I appreciate the support as always Adam! Joe P.
If you want to grow your channel then show your face, it's really difficult for no face channels to grow large (not impossible but you make it much more difficult for yourself).
That's been happening in our videos but has a debatable effect. There are some very large channels out there with no faces. Quality is the most important thing we're focused on right now. :)
As a developer I've been bullish on this stock for a while. Although I'm only familiar with their Terraform product, which is best in class I'd say (although terrifying). Thank you for always providing quality content. I for one appreciate that you guys are not trying to sell me your bags, but providing inspiration :) and I would consider an annual subscription if my portfolio size justified it, until then I'm enjoying the free content!
Thank you for sharing your thoughts on Terraform from the trenches (very useful). We'll help you grown that portfolio through teaching best practices. When it makes sense, become a subscriber, else continue to enjoy the free content and contribute in the comments section (sharing our content with your fellow developers is also much appreciated). Thank you!
I don't believe this company will recover. There's a really negative view of it in the industry and it's most popular project, Terraform was forked because of the company failing to be respected in the OSS community. They will try to milk their products and show some short-term results, but I doubt they'll follow along the cloud market growth in the long run.
This event evokes emotion among members of the community so it needs to be put into context based on the size of the disagreeing group. Per TechCrunch, "The group claims that since it published the manifesto, 400 companies, 10 projects and 400 individuals have signed up to help with the new project." Again, revenue growth will be the ground truth. We'd assume this has been brought up by analysts in the earnings calls so we'll keep an eye out for more info on this. Thank you for the heads up!
They ruined their reputation forever after that rugpull. It was a terrible decision, that I believe time will tell very quickly, you might be heavily underestimating that effect. Short-term their revenue can increase, but being a tech company with a valuation already much beyond their multiples, I doubt they'll be able to give that long-term return to shareholders. I don't believe they have much moat, people will just something else that won't flip their licenses and throw their reputation for a short-term revenue bump.
@@thiagomassa9807 Again, this sounds like an emotional event which alienated a group of people who will consequently be very vocal about how bad a decision this was. If we listen to the company, they'll tell us it was a necessary commercial decision made with the understanding that some people wouldn't like it. And the people who didn't sign the manifesto, they'll tell us an entirely different story. For people who just want to invest in a company and not get involved in the drama, it's real simple. Watch revenue growth and key SaaS metrics.
@@Nanalyzedefinitely its hard to know what is drama or not. I have used terraform, it certainly helpful. However maybe this is enough for me to take pause and reevaluate alternatives. I don’t see terraform to be sticky, certainly helpful but not sticky.
@@JunYamog Great to hear the comments from developers and users. Stickiness will be evident in net retention rate which we'll want to watch very closely.
Classified as "Technology / Electronic Components" but looks more like an industrials firm. The company says, "We specialize in precision optical, electro-optical, sophisticated electronic PCBA and electro-mechanical process technologies for high-mix, any-volume production." We're not hurting for topics to cover, but this is on our radar now at the least.
New subscriber...when to buy stocks is important as why...Cycles ( Time and Price) Seasonals + Sentiment -- I've benefitted & improve my ROI ... insiidetrack ($ No free bones sorry 😐 ) Keep up the good work...will join your " paid " club soon...
![7 Biggest Investing Mistakes [I wish I knew this sooner]](http://i.ytimg.com/vi/mueYexNN_2w/mqdefault.jpg)
![7 Biggest Investing Mistakes [I wish I knew this sooner]](/img/tr.png)
We don't run ads because most of them peddle junk to our viewers. That means we need your help to support this channel. Please share our videos and subscribe to help us grow: ruclips.net/user/nanalyze 🙏❤
Quick rant: personally, as a brand new investor as of March 2023, I actually really appreciate the "negativity."
I would get constantly overwhelmed with "stocks to buy now" videos and I would take them seriously without understanding basic concepts like dividends, realistic growth prospects, understanding HOW to research a company or most importantly, red flags to look for.
I've bought stocks on emotion and FOMO. I ended up selling out of some bad positions at losses once I realized many idiots on youtube blindly recommend stocks just for content. All that's discussed is YTD, P/E ratio, Div. Yield, and that's basically it. No qualitative reasons or useful metrics for recommending/avoiding a stock.
Payday's this Friday, and you've earned yourselves an Annual Subscriber.
A lot of financial channels out there are chasing clout with zero intention of helping people become better investors. We don't run ads because we don't want people misled who watch our content. Same with our website, as we pulled ads a long time ago. We couldn't be happier to hear you're coming on board as an annual subscriber. This is a classic example of showing people we add value before expecting them to open their wallets. Once you join, please be sure to join our Discord server as well! It's turning into a very informative community. Joe P.
I don't know many people who don't make mistakes like this and lose money when they first start investing, but it might even be worse for the people who make a lot of money when they first start investing because its usually an accidental case of finding a bubble stock or volatile penny and putting all their money into it like a lotto. They'll believe their "system" is proven, then do so with even more capital, and go broke without having learned a thing.
Sounds like you're on the right track brother
Thanks a lot guys. Really appreciate the words and happy to be aboard. 👍
Love the content. I was a subscriber for about 6 months. Had to scale back due to fear of macro headwinds. Will be putting together a portfolio soon and will resubscribe. Hopefully after this storm we can see some exponential growth as capital finds new homes.
In Planet Labs terms, you'd be considered a "winback." ;) We look forward to having you back as a paying subscriber! Make sure to join our Discord server after you subscribe again. Thank you for the financial support.
Brilliant and in depth as always, been DCA'ing these the last month. Keep it up! 👍
Thank you for taking the time to share some very kind words!
This company was recommended to me by someone I respect on Seeking Alpha so I bought it sometime back in June and I have been DCA’ing since. Just like you I agree they have a great product. I’m a C# software developer and I am a little familiar with IaC (infrastructure as Code). I really like the concept of it and I think its vital for multi-cloud. I see a lot of growth ahead as you do. So I’m glad you decided to share this recommendation and the reasoning behind it makes sense to me. Thanks as always, you guys are top notch.
Thank you for sharing Derrick. We appreciate the feedback! We don't give recommendations per se, we simply tell people what we're buying and at what valuations. Subtle distinction there ;) It's loyal subscribers like yourself that make this channel possible!
Yes. Absolutely not a recommendation.
;)@@derrickkwilliams
"Coke vs Pepsi, that's a classic...." Puns are us. 😁
We like having pun
You thoughts on Pacific Biotech of California significant price drop .
We'll do an article on them probably in early May? We check in with companies once a year. We like their revenue growth but the debt they took on (close to a billion?) and cash burn is a concern. Raising capital doesn't seem like an easy option anymore.
Any thoughts on Trade desk or pubmatic? I mentioned it before and you seemed bearish but i didn't ask why.
We're scaling quite rapidly and need to dedicate ad-hoc question answering to our Discord server please. Thank you!
@@Nanalyze Throw a dog a bone 🦴 🐶
@@dannyh1891 🦴
I noticed the executives have been selling shares all year; but, institutional ownership is 80.58%. Any insight?
Insider selling needs to be put into context, something we covered here (ruclips.net/video/xbpJVa-VMIo/видео.html). Institutional selling can be active or passive, and it matters which, something we covered here (studio.ruclips.net/user/videoUWNVuZ8wixY/edit).
Looks interesting . Fidelity is a large holder
Be aware of passive vs active institutional investments in any particular firm. Covered here: ruclips.net/video/UWNVuZ8wixY/видео.html
I have no problem with “negativity” and I am a premium subscriber 😂
It's great to hear feedback from the people who matter the most! Thank you for the support and we'll keep on keeping on.
Where was the wealth preservation with your nanostring tech biotech recommendation? Bankrupted
We don't recommend stocks and we've never held Nanostring. You'll get blocked in a hurry if you keep that up.
Your svr calculation is < clear
Market cap / annualized revenues
@@Nanalyze i understood that from your text. But looking at the figures and then the graph, I did not get it.
@@Nanalyze either way, is this different from price/sales ?
It is since price / sales doesn't typically use annualized sales and sometimes it uses enterprise value instead of market cap.
@@erandeser5830 Good questions. This video goes over the simple valuation ratio in greater detail: ruclips.net/video/usoSYjDndYM/видео.html
Hi Nanalyze thanks for another interesting video. I saw that all the profit they (HCP) make goes away to 'selling and marketing' and 'other general and administrative'. In total over 516 million. Furthermore they spend 215 million on developing their products. How do I know that the management are not treating themselves a little too much? Are they perhaps spending more on selling a product instead of creating a better product? Or is this not a valid concern?
All valid concerns. Companies that spend $1.50 to make $1.00 eventually run into trouble. This video was a very topical look at the company, while previous research pieces we've done have dived deeper. We don't look at management compensation too closely unless it approaches Gingko levels (two people over $700 million in one year). As for S&M and G&A, that needs to be benchmarked against other SaaS firms. That's an interesting idea we might look to explore in another piece. Thank you for the great comment!
@@Nanalyze Thanks Nanalyze, I'll look up your other pieces on the topic. I already compared to some other SaaS companies and found competitors seem to put more % of spending into development. I am not the most decorated analyst so I start to doubt myself. Those Gingko examples are insane! Have a nice day.
@@Jop_Kop Don't worry, we're always learning too!
Thanks Joe another great one! Tell the jerks in the comments to take a hike
One can only hope the critics stay vocal. I worked in restaurants for many years, and it wasn't the people who complained that we cared about. It was the people who didn't. Be assured that we quickly block jerks so they don't pollute our community. However, we do have some very critical consumers of our content and I always like to hear what they say. I appreciate the support as always Adam! Joe P.
This ain't gonna be another teamviewer is it?
Here's a piece we did last year on TeamViewer: www.nanalyze.com/2022/11/catching-up-teamviewer-stock/
If you want to grow your channel then show your face, it's really difficult for no face channels to grow large (not impossible but you make it much more difficult for yourself).
That's been happening in our videos but has a debatable effect. There are some very large channels out there with no faces. Quality is the most important thing we're focused on right now. :)
This was mentioned by our marketing team and will start happening more in early summer. Joe P.
As a developer I've been bullish on this stock for a while. Although I'm only familiar with their Terraform product, which is best in class I'd say (although terrifying).
Thank you for always providing quality content. I for one appreciate that you guys are not trying to sell me your bags, but providing inspiration :)
and I would consider an annual subscription if my portfolio size justified it, until then I'm enjoying the free content!
Thank you for sharing your thoughts on Terraform from the trenches (very useful). We'll help you grown that portfolio through teaching best practices. When it makes sense, become a subscriber, else continue to enjoy the free content and contribute in the comments section (sharing our content with your fellow developers is also much appreciated). Thank you!
I don't believe this company will recover. There's a really negative view of it in the industry and it's most popular project, Terraform was forked because of the company failing to be respected in the OSS community.
They will try to milk their products and show some short-term results, but I doubt they'll follow along the cloud market growth in the long run.
This event evokes emotion among members of the community so it needs to be put into context based on the size of the disagreeing group. Per TechCrunch, "The group claims that since it published the manifesto, 400 companies, 10 projects and 400 individuals have signed up to help with the new project." Again, revenue growth will be the ground truth. We'd assume this has been brought up by analysts in the earnings calls so we'll keep an eye out for more info on this. Thank you for the heads up!
They ruined their reputation forever after that rugpull. It was a terrible decision, that I believe time will tell very quickly, you might be heavily underestimating that effect.
Short-term their revenue can increase, but being a tech company with a valuation already much beyond their multiples, I doubt they'll be able to give that long-term return to shareholders.
I don't believe they have much moat, people will just something else that won't flip their licenses and throw their reputation for a short-term revenue bump.
@@thiagomassa9807 Again, this sounds like an emotional event which alienated a group of people who will consequently be very vocal about how bad a decision this was. If we listen to the company, they'll tell us it was a necessary commercial decision made with the understanding that some people wouldn't like it. And the people who didn't sign the manifesto, they'll tell us an entirely different story. For people who just want to invest in a company and not get involved in the drama, it's real simple. Watch revenue growth and key SaaS metrics.
@@Nanalyzedefinitely its hard to know what is drama or not. I have used terraform, it certainly helpful. However maybe this is enough for me to take pause and reevaluate alternatives. I don’t see terraform to be sticky, certainly helpful but not sticky.
@@JunYamog Great to hear the comments from developers and users. Stickiness will be evident in net retention rate which we'll want to watch very closely.
Ok for the bones as long as the meat is for the subscribers
It always is
Hashicorp will continue to scrape revenue out of the endlessly-growing AWS and Azure markets
That's the hope!
Take a l look at FN
Classified as "Technology / Electronic Components" but looks more like an industrials firm. The company says, "We specialize in precision optical, electro-optical, sophisticated electronic PCBA and electro-mechanical process technologies for high-mix, any-volume production." We're not hurting for topics to cover, but this is on our radar now at the least.
New subscriber...when to buy stocks is important as why...Cycles ( Time and Price) Seasonals + Sentiment -- I've benefitted & improve my ROI ... insiidetrack ($ No free bones sorry 😐 )
Keep up the good work...will join your " paid " club soon...
That's great to hear you're finding value in our work AND considering to support us financially. Thank you! :)