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Topic	Replies	Activity
Hi Fun, thanks for the thorough article. One question: You suggest selling 40% around $50. Now AEM has broken out above $51 now, and gold is way out a Article Comments Agnico Eagle: In A Bearish Market, There Are Always Opportunities	0	Mar 4, 2024
The stock does look undervalued. However stock based compensation is huge which is making free cash flow look good. However SBC is a real expense and Article Comments Zoom Video Forecasts High FCF Margins, Which Could Make the Stock a Takeover Candidate	0	Mar 3, 2024
This is a very interesting and informative article. Thanks, Praveen. I can tell you put a lot of work into this, and it certainly paid off. Article Comments The Zen of Price	5	Mar 3, 2024
Excellent article as usual FUN, thank you. Any plans on a NEM article? Would be curious of your thoughts on the future of the miner. Article Comments Agnico Eagle: In A Bearish Market, There Are Always Opportunities	4	Mar 3, 2024
Very interesting take, thank you Mark. Article Comments Nvidia's Huge FCF Margins Imply It's Worth More	2	Mar 3, 2024
I have XOM and currently debating if I should add to it, or by CVX. What is your opinion? XOM seems to have better growth adjusted valuation. Also the Article Comments Chevron: Buffett's Favorite Energy Stock	1	Mar 2, 2024
I think VERV's ambition is fantastic, - question is will they be able to Finance its development ? Article Comments Verve Therapeutics Inc (VERV) Reports Progress and Financials for Q4 and Full Year 2023	0	Mar 2, 2024
Visa has been an incredible compounder. The big risk is of course Apple, Google etc. bringing the payment network rails in house instead of routing it Article Comments Visa: A Great Company That Is Fairly Priced	0	Mar 2, 2024
Nice analysis Article Comments Booking Holdings: Can Historical Outperformance Continue?	1	Mar 2, 2024
Very good article. Very informative. I have been more focused on Buffett’s Occidental investment, but knowing him and reading this. I can agree Article Comments Chevron: Buffett's Favorite Energy Stock	0	Mar 2, 2024
Great article Mr.Hake Article Comments Nvidia's Huge FCF Margins Imply It's Worth More	1	Mar 1, 2024
FCF margins is one thing, growth is another. The combo is like jet fuel. Nvidia is able to sell all the GPU's it can produce and charge whatever the h Article Comments Nvidia's Huge FCF Margins Imply It's Worth More	1	Mar 1, 2024
BIG is selling at close to 30 year lows. I think the situation is less dire than it appears on the surface and more than likely the company will survi Article Comments Big Lots, Big Trouble: Can It Survive?	2	Mar 1, 2024
In light of the burgeoning influence of AI in reshaping industries, businesses seek expertise to navigate the complexities of this transformative tech Article Comments Seagate Technology: The Future of AI and Storage	0	Feb 29, 2024
In a rapidly evolving financial landscape, it's imperative for companies to stay ahead of the curve, and AGBA Group's recent announcement signals a p Article Comments AGBA Group Announces Development of New Distribution Channels to Serve Hong Kong's Financial Services Market	1	Feb 29, 2024
This is very welcome. Thank you. Article Comments Introducing Transcripts Data	0	Feb 28, 2024
Agree, Very undervalued. Also growth appears to be coming back. EBITDA was up sharply last fiscal year. Article Comments Navigating PayPal's Decline	3	Feb 28, 2024
Revenue is still growing but EBITDA growth has slowed markedly. I don't think a PE of 48 is justified. Better to wait for a better entry point. Article Comments Veeva's Upside May Be Capped as Revenue Growth Slows	0	Feb 27, 2024
UBER has excellent operating leverage and still great prospects for sharply increasing profitability without corresponding increase in revenue. Article Comments Uber's Projected Growth Is Fully Reflected in Its Share Price	2	Feb 27, 2024
on hold mdfst Article Comments Jim Simons Adds Medifast Inc to Portfolio in Recent Trade	0	Feb 27, 2024

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Discussion Board

Hi Fun, thanks for the thorough article. One question: You suggest selling 40% around $50. Now AEM has broken out above $51 now, and gold is way out a

The stock does look undervalued. However stock based compensation is huge which is making free cash flow look good. However SBC is a real expense and

This is a very interesting and informative article. Thanks, Praveen. I can tell you put a lot of work into this, and it certainly paid off.

Excellent article as usual FUN, thank you. Any plans on a NEM article? Would be curious of your thoughts on the future of the miner.

Very interesting take, thank you Mark.

I have XOM and currently debating if I should add to it, or by CVX. What is your opinion? XOM seems to have better growth adjusted valuation. Also the

I think VERV's ambition is fantastic, - question is will they be able to Finance its development ?

Visa has been an incredible compounder. The big risk is of course Apple, Google etc. bringing the payment network rails in house instead of routing it

Nice analysis

Very good article. Very informative. I have been more focused on Buffett&rsquo;s Occidental investment, but knowing him and reading this. I can agree

Great article Mr.Hake

FCF margins is one thing, growth is another. The combo is like jet fuel. Nvidia is able to sell all the GPU's it can produce and charge whatever the h

BIG is selling at close to 30 year lows. I think the situation is less dire than it appears on the surface and more than likely the company will survi

In light of the burgeoning influence of AI in reshaping industries, businesses seek expertise to navigate the complexities of this transformative tech

In a rapidly evolving financial landscape, it's imperative for companies to stay ahead of the curve, and AGBA Group's recent announcement signals a p

This is very welcome. Thank you.

Agree, Very undervalued. Also growth appears to be coming back. EBITDA was up sharply last fiscal year.

Revenue is still growing but EBITDA growth has slowed markedly. I don't think a PE of 48 is justified. Better to wait for a better entry point.

UBER has excellent operating leverage and still great prospects for sharply increasing profitability without corresponding increase in revenue.

on hold mdfst

Very good article. Very informative. I have been more focused on Buffett’s Occidental investment, but knowing him and reading this. I can agree