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BABA

+35 pts



Alibaba: The Valuation Is Just Wrong

By beat_the_street on May 30, 2022, 5:21 a.m.
Tagged topics: valuations

Views: 35, Votes: 2, Responses: 0, Attachments: 0
BP , EQNR , GALPN , OMV , REP , SHEL , TOT

+10 pts



Buffett is not that stupid to buy OXY at the top. In fact after huge run, oil stocks is trading at ~10PE which is obviously...

By wallstreetfront on May 27, 2022, 7:46 a.m.
Tagged topics: valuations , deep dive

Views: 2, Votes: 1, Responses: 0, Attachments: 0
GALPN , BP , SHEL , EQNR , TOT , OMV , REP

+58 pts



What if....Energy dominates for a decade?

By mooreideas on May 25, 2022, 1:24 p.m.
Tagged topics: valuations , deep dive

Views: 196, Votes: 8, Responses: 1, Attachments: 1
SPY

+3 pts



This is great thank you for sharing! Just what I needed...

By lemonjuicedias15 on May 24, 2022, 12:55 p.m.
Tagged topics: valuations , BMO , US

Views: 5, Votes: 3, Responses: 0, Attachments: 0
SPY

+43 pts



US Strategy Snapshot - BMO Capital Markets

By SharingisCaring on May 24, 2022, 12:06 a.m.
Tagged topics: valuations , BMO , US

Views: 41, Votes: 5, Responses: 1, Attachments: 1
OKTA , DT , PANW

+37 pts



Software Valuations and Comments on $OKTA and $DT

By labjordan on May 17, 2022, 4:40 p.m.
Tagged topics: valuations

Views: 23, Votes: 3, Responses: 0, Attachments: 1
XOM , CVE , CVX , IMO

+1 pts



Agree oil is multi-year story if the board market stabilize while economic backdrop is not going to recession....

By wallstreetfront on May 10, 2022, 3:56 a.m.
Tagged topics: valuations , multi-year story

Views: 8, Votes: 2, Responses: 0, Attachments: 0
XOM , CVE , CVX , IMO

+0 pts



Agree oil is multi-year story if the board market stabilize while economic backdrop is not going to recession....

By wallstreetfront on May 10, 2022, 3:21 a.m.
Tagged topics: valuations , multi-year story

Views: 7, Votes: 1, Responses: 0, Attachments: 0
Asia Macro

+37 pts



Asia Quantamental Updates Early signs of shifts emerging in Market preference framework as valuations adjust

By scorpioduck on May 6, 2022, 11:46 a.m.
Tagged topics: valuations

Views: 37, Votes: 6, Responses: 0, Attachments: 1
XOM , IMO , CVE , CVX

+42 pts



Amid Macro Uncertainty, See Value in Integrateds; Prefer Canada and Exxon over Chevron

By ethonomics on May 2, 2022, 6:05 p.m.
Tagged topics: valuations , multi-year story

Views: 35, Votes: 3, Responses: 2, Attachments: 1
FDX

+34 pts



$FDX Fedex - Attractive Valuations But Outlook Uncertain

By Btam on March 10, 2022, 11:39 p.m.
Tagged topics: valuations

Views: 38, Votes: 3, Responses: 0, Attachments: 1
NET , DDOG , SNOW , TEAM , S , TWOU , UPLD , SUMO , LZ , DBX , MSFT , ADBE , CRM , INTU , WDAY , SMAR , PWSC , CHGG , VMEO , SMWB , WIX , PANW , SAIL , SPLK , PCOR , PLAN

+43 pts



How low can software valuations go?

By puckerman17 on March 7, 2022, 1:26 p.m.
Tagged topics: valuations

Views: 83, Votes: 4, Responses: 0, Attachments: 1
SE

+11 pts



Sea guided Garena bookings to decline to $3B (midpoint) in FY22, from $4.6B in FY21. It represented a marked 34.8% YoY drop. Sea attributed it...

By tzzer on March 2, 2022, 12:54 p.m.
Tagged topics: valuations , gaming , sum-of-the-parts

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

+39 pts



$NVDA Share Price Weakness For NVIDIA Is An Opportunity

By Btam on Feb. 27, 2022, 7:35 p.m.
Tagged topics: valuations , earnings results , omniverse

Views: 95, Votes: 3, Responses: 0, Attachments: 1
SE

+22 pts



I think this report overstates the value of the e-commerce business. The valuation doesn’t deduct the investments required to achieve profitability, and if you deduct...

By realmomobags on Feb. 22, 2022, 5:51 a.m.
Tagged topics: valuations , gaming , sum-of-the-parts

Views: 19, Votes: 3, Responses: 0, Attachments: 0
SE

+42 pts



$SE Current Valuations Imply SEA's Gaming Business Is Valued At Zero

By Btam on Feb. 21, 2022, 11:40 p.m.
Tagged topics: valuations , gaming , sum-of-the-parts

Views: 53, Votes: 3, Responses: 2, Attachments: 1
LVS

+34 pts



$LVS : Compelling Setup

By KHUN on Feb. 3, 2022, 6:57 a.m.
Tagged topics: valuations , analyst checks , analyst upgrade

Views: 31, Votes: 3, Responses: 0, Attachments: 1
LC

+31 pts



$LC : Outlining the Investment Cycle Heading into 2022

By KHUN on Feb. 3, 2022, 6:56 a.m.
Tagged topics: valuations , analyst checks , analyst downgrade

Views: 18, Votes: 1, Responses: 0, Attachments: 1
SPY

+5 pts



Looking for 3+ rate hikes through 2022, and possibly 2 more in 2003 . How much of Treasury runoff will there be ?...

By 12MeterYacht on Feb. 2, 2022, 11:34 a.m.
Tagged topics: valuations , analyst checks , analyst raises target

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

+31 pts



$ADP : Pace of retention to recalibrate ADP stock

By KHUN on Feb. 1, 2022, 4:35 a.m.
Tagged topics: valuations , analyst checks , analyst upgrade

Views: 33, Votes: 2, Responses: 0, Attachments: 1