RI
Richard_Bowman
Member since 2018
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Visa
30.4% overvalued intrinsic discount
Inflation, New Initiatives and Scale Will Grow EPS
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Published 1 Aug 2023
Advanced Micro Devices
400.3% overvalued intrinsic discount
Intense Competition Will Force AMD to Sacrifice Margins In Favor of R&D Spend
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Updated 14 Oct 2024
Spotify Technology
136.8% overvalued intrinsic discount
Ad Revenue and Margin Improvement Will Lead to Stronger Cash Flows
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Published 19 Feb 2024
Intel
30.3% overvalued intrinsic discount
Ambitious Product Roadmap And A Cyclical Recovery In PC Market Will Drive EPS Growth
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Published 31 Jul 2023
Bank of America
42.0% overvalued intrinsic discount
Underwater Bond Holdings Will Squeeze its Net Interest Margin
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Updated 17 Nov 2024
PayPal Holdings
28.8% undervalued intrinsic discount
Huge Competition In The Payments Space Will Halve Net Margins
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Published 22 Aug 2023
Netflix
91.7% undervalued intrinsic discount
Scale, Operating Leverage And Ad Plans Will Drive EPS Growth
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Updated 5 Nov 2024
ExxonMobil Holdings
31.3% overvalued intrinsic discount
ExxonMobil's Focus On Margins Rather Than Growth Will Help It Cash In On Tight Supply
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Updated 15 Oct 2024
Coca-Cola
61.7% overvalued intrinsic discount
Lack Of Revenue Diversification And Growth Options Will Hurt Valuation Multiple
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Published 1 Aug 2023