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RC
Emerging Author
rcb9
Member since 2020
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Fair Values Set
156 Total number of fair values set
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GOOGL logo
Alphabet
13.2% overvalued intrinsic discount

Negative Free Cash Flow For The First Time In A Second Quarter

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RC
Emerging Author
rcb9
Published 5 Aug
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AMZN logo
Amazon.com
12.2% undervalued intrinsic discount

Record Profit And Negative Free Cash Flow, Same Quarter

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RC
Emerging Author
rcb9
Published 5 Aug
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BA logo
Boeing
26.2% overvalued intrinsic discount

The Operations Turned Profitable, The Balance Sheet Has Not

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RC
Emerging Author
rcb9
Published 4 Aug
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PLTR logo
Palantir Technologies
89.8% overvalued intrinsic discount

The Fifty-Five Percent Margin Is A Tax Holiday, Not The Business

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RC
Emerging Author
rcb9
Published 11 Aug
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CL logo
Colgate-Palmolive
Fairly Valued intrinsic discount

The Ten Percent Margin Is A Write Down, Not The Business

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RC
Emerging Author
rcb9
Published 3 Aug
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PYPL logo
PayPal Holdings
25.6% undervalued intrinsic discount

Ten Percent More Volume, One Percent More Transaction Margin

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RC
Emerging Author
rcb9
Published 5 Aug
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TSLA logo
Tesla
183.6% overvalued intrinsic discount

Energy Compounds, Robotaxi Arrives Late, And The Discount Rate Does The Damage

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RC
Emerging Author
rcb9
Published 3 Aug
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MSFT logo
Microsoft
11.4% undervalued intrinsic discount

Earnings Grew 22%, Not 31%, And The Difference Is OpenAI Accounting

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RC
Emerging Author
rcb9
Published 5 Aug
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AAPL logo
Apple
18.7% overvalued intrinsic discount

Strip Out The Refunds And The Quarter Was In Line

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RC
Emerging Author
rcb9
Published 3 Aug
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