Everyone’s focused on their medical device, but the jets might actually be a good move long term for transporting organs around the country. They may have seen an unmet need in the market, and are expanding their TAM.
C Limited might be the most underrated one on this list. Southeast Asia is a booming market, and this company seems like it’s in the right place at the right time.
The way of measuring the difference will always look favourably on you. Expensive shopify going from 60 to 48 then calling it cheap “locks in” -20% and completely ignores the rise to 120 afterwards which you would likely label expensive.
Everyone is valuing Amazon based on historical P/OCF, while simultaneously ignoring higher Capex that will be perpetual in nature, and also stock based compensation that is roughly 50% of FCF (though declining somewhat). Operating cash flow is relevant ONLY for its passthrough to FCF, which in turn is a measure of returnable value to shareholders. If OCF will not translate to comparable (returnable) FCF at the same rates as it could before, we should expect average P/OCF to be lower going forward than in its history. I do own Amazon, but P/OCF is no longer the correct way to value this company.
UBER is in a massive drawdown since Feb earnings. It only upticked after they announced the buyback program, then the RoboTaxi event; both times sold off. If TSLA is up, Uber goes down. Hoping we have a "value" recovery year in 2025 but I fear it's now a value trap category(think Paypal in 2022-2023)
If you thought MELI was cheap @ $1950, you’re gonna love it at $1666 today.
What about TMDX?
Grossly underestimated
It’s a pile of 💩
Everyone’s focused on their medical device, but the jets might actually be a good move long term for transporting organs around the country. They may have seen an unmet need in the market, and are expanding their TAM.
Cheap stock you didn't mention: Evolution AB (from Sweden)
It isn't cheap at all. Betsson is cheap
Thank you Brian! Love the content you share
My pleasure!
Love these type of videos. Own all except for SE. I plan to increase my positions after today's pullback.
I agree with MELI the tam is huge
When was this recorded????? Pre today’s dip???
C Limited might be the most underrated one on this list. Southeast Asia is a booming market, and this company seems like it’s in the right place at the right time.
The way of measuring the difference will always look favourably on you. Expensive shopify going from 60 to 48 then calling it cheap “locks in” -20% and completely ignores the rise to 120 afterwards which you would likely label expensive.
Thanks, Brian!
Don't leave "SKYT" out, huge potential 🤩🤩🤩 Great video as always😘
Hey Brian - do you want to crunch the valuation numbers for AMD?!
Will you start a position in MDB again it seems attractive
What about STNE StoneCo? PE
cant you show stock ticker?
Nu Holding PEG 0,3
Hello Brian, what do you think of the Alphabet?
Why didn't you include TMDX?
Because It’s a pile of 💩
Why is AMD foing so shit?
end of year tax loss selling
Everyone is valuing Amazon based on historical P/OCF, while simultaneously ignoring higher Capex that will be perpetual in nature, and also stock based compensation that is roughly 50% of FCF (though declining somewhat). Operating cash flow is relevant ONLY for its passthrough to FCF, which in turn is a measure of returnable value to shareholders. If OCF will not translate to comparable (returnable) FCF at the same rates as it could before, we should expect average P/OCF to be lower going forward than in its history. I do own Amazon, but P/OCF is no longer the correct way to value this company.
Brain, how about $CTAS Cintas looks good value
Price of MELI is 1785 $
He said that the price are referred to 9th december
Hey! You forgot TMDX?
I think Google's also cheap
UBER is in a massive drawdown since Feb earnings. It only upticked after they announced the buyback program, then the RoboTaxi event; both times sold off. If TSLA is up, Uber goes down. Hoping we have a "value" recovery year in 2025 but I fear it's now a value trap category(think Paypal in 2022-2023)
OXY is looking cheap.
Amazon is my largest position, I still think there’s room to run
It's only the beginning
Or maybe just take a breather from buying. For the love of God.
What about TMDX?
It’s a pile of 💩
We get it. You’ve made this comment several times.
@@ShaneWilliamson-l7t are you sure you get it?