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MELI

+15 pts



Getting comfortable with valuation by assessing long-term margin potential

By ethonomics on Sept. 22, 2022, 5:01 p.m.
Tagged topics: valuations

Views: 10, Votes: 3, Responses: 0, Attachments: 1
US Macro

+15 pts



The current high margin on S&P500 corporations are mainly driven by the positive operating leverage effect that took place during 2020 (i.e., companies just laid...

By marschenntdeb729bd97b0413b on Sept. 19, 2022, 6:26 p.m.
Tagged topics: valuations , margin pressure , return on capital

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+36 pts



Shrinking margins pressure S&P 500 return on equity and support owning firms with high returns on capital

By ethonomics on Sept. 19, 2022, 3:28 p.m.
Tagged topics: valuations , margin pressure , return on capital

Views: 27, Votes: 5, Responses: 1, Attachments: 1
FPI

+11 pts



$FPI Farmland Partners - Beneficiary Of Rising Farm Valuations

By Btam on Sept. 19, 2022, 5:45 a.m.
Tagged topics: valuations

Views: 3, Votes: 2, Responses: 0, Attachments: 1
Global Macro

+15 pts



This GS report combines the cross-asset valuation signals into a single valuation metric . The output of this combine valuation metric suggests that the current...

By ntanminchen on Sept. 9, 2022, 6:51 p.m.
Tagged topics: valuations

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Global Macro

+46 pts



Long-Term Views -- Combining Valuation Signals across Assets

By ethonomics on Sept. 9, 2022, 3:02 p.m.
Tagged topics: valuations

Views: 44, Votes: 9, Responses: 1, Attachments: 1
Munis

+33 pts



We Have Questions

By mooreideas on Aug. 16, 2022, 11:30 a.m.
Tagged topics: valuations

Views: 9, Votes: 4, Responses: 0, Attachments: 1
LTHM

+2 pts



Here you go https://street-guru.com/opinion/lthm_lthm-fy-guidance-lifted-vol-growth-spot-exposure-remain-key-topics_20220810_82/...

By junkfoodlover on Aug. 10, 2022, 5:15 p.m.
Tagged topics: valuations

Views: 3, Votes: 2, Responses: 0, Attachments: 0
LTHM

+2 pts



Any $NYSE:LTHM* PT change reports?

By Thorndyke on Aug. 3, 2022, 4:40 a.m.
Tagged topics: valuations

Views: 11, Votes: 1, Responses: 1, Attachments: 0
US Macro

+16 pts



For stocks that return cash to shareholders typically outperform as economic growth decelerates. When growth slows, a sector neutral portfolio of stocks spending the most...

By ntanminchen on July 27, 2022, 11:47 p.m.
Tagged topics: valuations , growth stock

Views: 3, Votes: 2, Responses: 0, Attachments: 0
US Macro

+40 pts



Challenges remain for unprofitable growth stocks despite valuation reset

By ethonomics on July 27, 2022, 5 p.m.
Tagged topics: valuations , growth stock

Views: 43, Votes: 4, Responses: 1, Attachments: 1
MS , C , PNC , JPM , BAC

+34 pts



Assessing a mild recession: All banks remain profitable, but downside if the market shifts to recessionary valuation frameworks P/TBV and P/PPNR

By ethonomics on July 6, 2022, 6:42 p.m.
Tagged topics: valuations , recession risk

Views: 33, Votes: 4, Responses: 0, Attachments: 1
WING

+31 pts



$WING Wingstop - Valuation Compression

By Btam on June 22, 2022, 4:35 a.m.
Tagged topics: valuations

Views: 12, Votes: 2, Responses: 0, Attachments: 1
STRATEGY

+6 pts



The question becomes , is the true earnings estimates real, or is there a massive estimate cut coming ...... I think it's almost time to...

By 12MeterYacht on June 13, 2022, 10:50 p.m.
Tagged topics: valuations , margin of safety

Views: 3, Votes: 2, Responses: 0, Attachments: 0
STRATEGY

+10 pts



The yield gap between equities and bonds (i.e., proxy for ERP) has shrunk to one of the lowest levels since GFC. In order to make...

By ntanminchen on June 13, 2022, 7:20 p.m.
Tagged topics: valuations , margin of safety

Views: 1, Votes: 1, Responses: 0, Attachments: 0
STRATEGY

+16 pts



Is the "this time" we're currently in 1929, 1982, 1999, 2006, or 2008? Who knows. All that matters is knowing it's generally better to be...

By asdad on June 13, 2022, 5:41 p.m.
Tagged topics: valuations , margin of safety

Views: 19, Votes: 5, Responses: 0, Attachments: 0
STRATEGY

+11 pts



Just look at Factset, analyst still looking for 10% earning growth in the following year. This make no sense and I guess 14PE adjust for...

By wallstreetfront on June 13, 2022, 2:16 p.m.
Tagged topics: valuations , margin of safety

Views: 1, Votes: 2, Responses: 0, Attachments: 0
STRATEGY

+56 pts



Following 20% P/E multiple reset in early 2022, investor concerns expand from valuation to earnings

By ethonomics on June 13, 2022, 1:49 p.m.
Tagged topics: valuations , margin of safety

Views: 57, Votes: 5, Responses: 4, Attachments: 1
AAPL

+35 pts



$AAPL analysts believe stock should be valued on LTV per user given the increasing integration across devices & faster software innovation

By labjordan on June 7, 2022, 10:29 a.m.
Tagged topics: valuations , WWDC , lifetime value of customers

Views: 177, Votes: 3, Responses: 0, Attachments: 1
TSLA

+34 pts



An Optimist Would Say Tesla Is Worth $400, Maybe $500/Share

By beat_the_street on June 3, 2022, 10:55 p.m.
Tagged topics: valuations

Views: 22, Votes: 5, Responses: 0, Attachments: 0