Media U.S. Investing Ideas

US$277
12.5% undervalued intrinsic discount
Fair Value
Profit Margin
12.31%
Future PE
17.56x
Price in 2031
US$425.81
RDDT logo
Reddit

Strong DAU drives Ads and AI Data narrative

Successful ad networks are driven fundamentally by usage. The best type of usage is on returning daily users usually measured by Daily Active Users.Read more

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US$309.77
49.5% undervalued intrinsic discount
Fair Value
Revenue
40% p.a.
Profit Margin
24%
Future PE
35x
Price in 2031
US$469.63
US$740
16.4% undervalued intrinsic discount
Fair Value
Revenue
11.38% p.a.
Profit Margin
30.08%
Future PE
23.94x
Price in 2036
US$1.66k
GIFT logo
Giftify

Giftify: 10K Analyse

Giftify, Inc. (NASDAQ: GIFT) Price Target: $0.00 The Lead: The Systematic Draining of Shareholders Before we look at the operations, we must look at the math of ownership.Read more

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US$0
n/aintrinsic discount
Fair Value
Profit Margin
12.13%
Future PE
20.29x
Price in 2031
US$3.07
WBD logo
Warner Bros. Discovery

The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery  

Netflix’s proposed $72 billion deal to acquire Warner Bros. Discovery (WBD) is officially off.Read more

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US$18.17
49.3% overvalued intrinsic discount
Fair Value
Revenue
1.28% p.a.
Profit Margin
1.95%
Future PE
96.09x
Price in 2031
US$29.66
US$53.37
70.8% overvalued intrinsic discount
Fair Value
Revenue
6% p.a.
Profit Margin
12%
Future PE
30x
Price in 2031
US$84.44
US$2.5
63.4% undervalued intrinsic discount
Fair Value
Profit Margin
13.35%
Future PE
19.55x
Price in 2031
US$3.8
DIS logo
Walt Disney

The happiest company on Earth, also perennially misunderstood.

When I first purchased shares in Disney, back in 2016, the narrative was all focused-on cord-cutting at ESPN. Since that time, it has shifted frequently.Read more

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US$134.63
21.7% undervalued intrinsic discount
Fair Value
Revenue
6.5% p.a.
Profit Margin
13%
Future PE
20x
Price in 2031
US$207.14