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Short attacks are always welcome. If they are correct they give you a reason to consider selling that you may not have known otherwise, if they are wrong they give you an opportunity to buy discounted shares.
What about the penny stock style dilution? Started with 86 mil shares in 21, currently sitting on 212 mil some 3 years later? This is absurd watering down. I really don't need to know anything else when I see such behaviour of treating their shareholders as ATM.
Great question. There is a big difference between ATM offerings - which coincidentally almost always seem to have a legion of pumpers hanging around - vs. shares used to acquire growth via M&A. Note we talked about all the companies that Zeta has been acquiring - one a year on average over the past seven years if I recall. I would suspect a lot of the share expansion relates to their aggressive acquisition but those interested in investing ought to give that a closer look to confirm. Joe P.
Looks like some steady growth but goes down the "cloud tool provider" rabbit hole. This would need to be raised on our Discord and voted on by our paying subs ;)
You need to start making investment decisions for yourself or you'll never become a better investor. We shared our thoughts towards the end of the video. You decide for yourself. ;)
I can't print screen my findings here, so here's what I found. The highly paid CEO David Steinberg (salary 18M ++), is quite busy buying and selling shares since the company's inception. Is he running a data management business or a stock trading business is the question that comes to my mind. Does anyone have insights about him? The credibility and calibre of the founder/ CEO are important to consider here.
We didn't look at that as part of this analysis but insider selling always needs to be put into context. We covered that here: ruclips.net/video/xbpJVa-VMIo/видео.html
Either the fundamentals with catch up or valuations will revert to the mean. Always happens this way. We covered AI hype in this piece: ruclips.net/video/CK8u0wytjEQ/видео.html
If you really find a firm compelling then you should buy more when the stock price falls, not sell. Covered here: ruclips.net/video/fDmU6o_2Mqg/видео.html
@@nikolairau Hyperscaler growth implies there's still a lot of upside to be realized. Would you say the majority of the opportunity is already realized?
@nikolairau it's not that these things are going anywhere but many of the stocks that have the biggest exposure to them have priced in perfection for years and even decades such that the stock price is no longer +EV to speculate on at current valuations. Just IMO.
@@makeitcold6649 I think there will still be a lot of orders from countries that don't have the money to pay such margins. The companies will still go along with it to further increase revenue.
That's because our content isn't going to tell you what to do. Plenty of 25 year old life coaches out there that will though. And 50% of your assets in any single stock is a really bad idea.
We strongly caution retail investors that getting into options entails a great deal of risk. Best practice is f you don't know the variables that effect the price of an option, don't use them. ;)
@Nanalyze I'm an experienced options seller, 12 years. I use csp's to aquire shares, and cc's to make a dividend on companies that don't pay one, unless im expecting high growth imminently. But thank you very much for your words of caution. I would say the same to most.
Growth stocks are not expected to have positive net income as their main focus is on capturing market share. That's where gross margin comes into play as it provides an indicator of future potential profitability.
@@Nanalyze I get that, but it also means that one must dig DEEEEPLY into business and financial details. How much of these huge expenses are one time or reoccurring is extremely important.
I already have small position Will buy some more. I have to work on making some rules on exiting though. Keep holding things thinking that they will go higher but they come back down or lower😀
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ruclips.net/user/nanalyze
Thanks for doing this. I found this a few days ago after screening for high revenue growth and positive officer buying. Learned a lot in this video!
That's great to hear! Our goal is always to help people learn.
Excellent video .. your style in this space is impressive and your occasional humour is fun … always watching DownUnder… Thanks 😊
Really glad to hear from international subscribers who find value in our content! Thank you for the feedback.
Short attacks are always welcome. If they are correct they give you a reason to consider selling that you may not have known otherwise, if they are wrong they give you an opportunity to buy discounted shares.
Short sellers are always being attacked by RUclips commentators, your thoughts about them are correct. Thank you for being different :)
Totally! That's a great point.
I'm waiting for McDonalds to become an AI stock as AI robots make the burgers and fries and operate the drive through.
Hah. It's soon becoming an expectation that every company is using AI to become more efficient so it becomes the norm rather than the exception.
I try to Think more so of who will be supplying the robots
@@Disimba The old pick and shovel play
It seems like the best research for determining future investment targets these days are Philip K. Dick novels and stories.
You have a point there. Most of what has transpired in tech was foretold by innovative minds.
What about the penny stock style dilution? Started with 86 mil shares in 21, currently sitting on 212 mil some 3 years later? This is absurd watering down. I really don't need to know anything else when I see such behaviour of treating their shareholders as ATM.
Great question. There is a big difference between ATM offerings - which coincidentally almost always seem to have a legion of pumpers hanging around - vs. shares used to acquire growth via M&A. Note we talked about all the companies that Zeta has been acquiring - one a year on average over the past seven years if I recall. I would suspect a lot of the share expansion relates to their aggressive acquisition but those interested in investing ought to give that a closer look to confirm. Joe P.
What do you think about Appian?
Looks like some steady growth but goes down the "cloud tool provider" rabbit hole. This would need to be raised on our Discord and voted on by our paying subs ;)
This is time to buy zeta or not to buy? Pls let us know.
You need to start making investment decisions for yourself or you'll never become a better investor. We shared our thoughts towards the end of the video. You decide for yourself. ;)
Are you invested and how do you rate their Future Potential?
We just spent 14 minutes providing insights into this company. That's about all the "future potential" we have to offer today ;)
this type of stuff makes me want to sell everything AI related, lol
AI hype is indeed moving to the annoying phase now
I can't print screen my findings here, so here's what I found. The highly paid CEO David Steinberg (salary 18M ++), is quite busy buying and selling shares since the company's inception. Is he running a data management business or a stock trading business is the question that comes to my mind. Does anyone have insights about him? The credibility and calibre of the founder/ CEO are important to consider here.
We didn't look at that as part of this analysis but insider selling always needs to be put into context. We covered that here: ruclips.net/video/xbpJVa-VMIo/видео.html
My question is, when does the AI bubble pop?
Either the fundamentals with catch up or valuations will revert to the mean. Always happens this way. We covered AI hype in this piece: ruclips.net/video/CK8u0wytjEQ/видео.html
@Nanalyze Thanks, I will check it out.
Thanks.
You're most welcome
I would not even buy a stock that i cant sell options to get in or get out
Generally a very bad idea for retail investors to get involved with options. There are exceptions.
Rooster Cogburn... LOL
I hsf ZETA and got stopped out when the short report came out.... I will look a the next ER and maybe give them another chance
If you really find a firm compelling then you should buy more when the stock price falls, not sell. Covered here: ruclips.net/video/fDmU6o_2Mqg/видео.html
@@Nanalyze I love when you answer my post with a video that teaches me@.. Thanks Joe.. listening to it now
AI hype is yesterday’s yolo, Joe. It’s all about quantum now…wait, that’s out too? Damn! Alright, hear me out. Lottery tickets!
Using AI to figure out where to buy lottery tickets. (Scribbles notes).
Cloud is still a thing, I wouldn't say that.
@@nikolairau Hyperscaler growth implies there's still a lot of upside to be realized. Would you say the majority of the opportunity is already realized?
@nikolairau it's not that these things are going anywhere but many of the stocks that have the biggest exposure to them have priced in perfection for years and even decades such that the stock price is no longer +EV to speculate on at current valuations. Just IMO.
@@makeitcold6649 I think there will still be a lot of orders from countries that don't have the money to pay such margins. The companies will still go along with it to further increase revenue.
Lot of waffle, didnt really get should I buy or waste my time... 50% Tesla pays the blls
That's because our content isn't going to tell you what to do. Plenty of 25 year old life coaches out there that will though. And 50% of your assets in any single stock is a really bad idea.
Thanks for putting this on my radar. The options premium is enticing.
We strongly caution retail investors that getting into options entails a great deal of risk. Best practice is f you don't know the variables that effect the price of an option, don't use them. ;)
@Nanalyze I'm an experienced options seller, 12 years. I use csp's to aquire shares, and cc's to make a dividend on companies that don't pay one, unless im expecting high growth imminently. But thank you very much for your words of caution. I would say the same to most.
I will admit to the occasional gamble on some leaps, but i take the same risk-averse approach yall do.
financials suck
Can you please be more specific?
@@Nanalyze net income is constantly negative every year or am I missing something?
Growth stocks are not expected to have positive net income as their main focus is on capturing market share. That's where gross margin comes into play as it provides an indicator of future potential profitability.
@@Nanalyze I get that, but it also means that one must dig DEEEEPLY into business and financial details. How much of these huge expenses are one time or reoccurring is extremely important.
@@viktorianas Yes, digging deeply into the financials is a great idea. So after doing that, what do you have to share with the rest of the class? ;)
❤
We love you too Matthew! 💘 😻 💜
Time to buy.
Whatever you decide to do, do it with conviction and have a rule as to when you plan to exit.
I already have small position Will buy some more. I have to work on making some rules on exiting though. Keep holding things thinking that they will go higher but they come back down or lower😀