Most engaging posts mentioning stocks from @StockMarketNerd over the last 72 hours.
03/25/24
If $BA once again replaces the leadership team with existing board members or senior leaders that will tell you they have not learned a single lesson.
Clean house.
03/26/24
I really do think $SNOW sandbagged that annual guide aggressively. Management commentary at investor conferences this month again made that clear.
Zero contribution from new products. Zero improvement in consumption trends. New CEO.
But still...
Let's assume it outperforms on⦠https://t.co/N4xy9tPEWz
03/26/24
$GME should just call it a day.
03/27/24
More $DIS news today.
All lawsuits against the State of Florida have been thrown out.
Hopefully this ends a chapter of drama between the company & state.
So much easier to just get along.
Make great content... create wonderful experiences... & then be quiet. π
03/25/24
Before getting excited about $PYPL...
Let it show us tangible signs of the guide being ridiculously sandbagged.
Let it show us a convincing transaction margin bottom.
Let it show us successful software add-ons to juice private label margin.
Let it show us stable branded⦠https://t.co/HgSYnjntQi
03/27/24
$NU's financials will make your jaws drop in the absolute best of ways: https://t.co/QPs2NFIzE3
03/26/24
I'm not a $PYPL bear. I am a bull who deeply believes in my 60-page investment case.
I am just also a realist who wants to see that investment case proven out a bit more before I jump the gun & get too excited.
I want more proof. I expect more proof.
π€·ββοΈπ https://t.co/C9m4Ut17Qd
03/26/24
$OLO now has half of its market cap in cash.
18% revenue growth; 1x PEG ratio; solid FCF growth.
Looking interesting again.
03/27/24
UBS sees $14B in FY 2026 FCF for $DIS. Assume they're right.
That's 36% ahead of consensus for a 48% 3-year FCF CAGR from FY 23-26.
If it stays at 23x FCF through 2026, we get a 15% 3-yr return CAGR.
Its 3-year mean FCF multiple is 43x. If it gets to 30x? 24% return CAGR. https://t.co/Kwozn0loN9
03/27/24
RT @StockMarketNerd: More $DIS news today.
All lawsuits against the State of Florida have been thrown out.
Hopefully this ends a chapterβ¦