Richard_Bowman's Discussions - Simply Wall St

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Richard_Bowman

Equity Analyst and Writer

Member since 2018

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INTC·almost 2 years agoAmbitious Product Roadmap And A Cyclical Recovery In PC Market Will Drive EPS Growth

Hi Doug - Yes it does. Most of the catalysts in may narrative will only play out over the next 18 months..

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PYPL·about 2 years agoHuge Competition In The Payments Space Will Halve Net Margins

WRT defi and Lightning payments - I'm assuming fees will fall due to competitive pressure across the entire payments space. This could include crypto or other fintechs.

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PYPL·about 2 years agoHuge Competition In The Payments Space Will Halve Net Margins

Revenue to increase 25% a year to $66.6 billion in 2028. Gross profit: $24.5 bln (34% of revenue) Operating profit: $6.6 bln (10% of revenue) Net income: $5.3 bln (8% of revenue) EPS: $5.97 ($5.3 bln/908 million) Future share price: $107 ($5.97 x 18x PE) Present value: $75.50 (Discounted at 7.3% as per SWS company report)

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PYPL·about 2 years agoHuge Competition In The Payments Space Will Halve Net Margins

Hi Runy - I've just raised my fair value estimate from $60 to $75.50. The 'back of the napkin' valuation is as follows, but also on the right below the graphic :

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XOM·about 2 years agoExxonMobil's Focus On Margins Rather Than Growth Will Help It Cash In On Tight Supply

Hi Trevor - yes I think they are positioning themselves well to navigate the future of energy however that may turn out.

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PYPL·about 2 years agoHuge Competition In The Payments Space Will Halve Net Margins

Hi Alex, thanks for your detailed comments: With regard to innovation, improvements to existing products help, but I think PayPal needs to make some bolder moves to either grow its business or protect its margins. I think we may be seeing the beginning of this with the current focus on providing more services to businesses.

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SPOT·about 2 years agoAd Revenue and Margin Improvement Will Lead to Stronger Cash Flows

Hi Bailey - I was actually referring to podcasts that are exclusive to smaller platforms like Wondery. I think that model will fade away as listeners move to larger platforms like Apple and Spotify.

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BAC·over 2 years agoUnderwater Bond Holdings Will Squeeze its Net Interest Margin

My primary thesis for BofA is that the bank has few catalysts that will lead to earnings growth being any higher than low single digits. I'd love to hear of any growth catalysts that I may have left out.

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NFLX·over 2 years agoScale, Operating Leverage And Ad Plans Will Drive EPS Growth

Hi Fabian - Yes, I'm interested to see what they settle on. I see SAG-AFTRA is asking for a per subscriber fee.

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