Goran_Damchevski's Discussions - Simply Wall St

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Goran_Damchevski

Equity Analyst

Member since 2020

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RDDT·11 months agoAdvertising, Data Licensing and User Economy Could Be Enough to Drive Revenue Growth, If Successful

Hi Josh, R&D is a common expense for tech companies. This can be tied to research projects but can also be a part of the development team headcount, so most of those expenses may just be annual engineering payrolls.

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TSLA·over 1 year agoDecent Revenue Growth Won't Stop Valuation Multiple Re-rating Lower

Hi Sue, forecasting short-term market reactions is not really my strength, so I can't give you any valuable insight.

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TSLA·over 1 year agoDecent Revenue Growth Won't Stop Valuation Multiple Re-rating Lower

Hi Sue, My first impression is that this will be a large regulatory de-risking factor for TSLA, at least in the next 4 years. Despite that, I don't see it as a revenue generating tailwind for the company, and most of the upcoming challenges to TSLA sales will be technical development of products such as the robotaxi, semi, and possibly optimus.

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NVDA·over 1 year agoAn Oversupply Of Compute Power Will See Margins Recede

Hi Oliver, thanks, I'm glad the extra perspective is helpful in analyzing the company. Best, Goran

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ARM·over 1 year agoPatent Expirations And Competition May Limit ARM’s Market Share

Hi Vaibhav, the lock-up period expired in march: https://www.reuters.com/technology/arms-shares-rise-wall-street-eyes-ipo-lock-up-expiration-2024-03-12/ There are no confirmed buybacks as far as I'm aware. The buybacks I mention in my narrative are an assumption in my analysis and something I expect the company to do given its profitability.

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T·almost 2 years agoStabilization And Incremental Progress Will Unlock Value

Hi Roc, I was going through the article and just saw your comment. While a little late, I just wanted to say thanks for mentioning.

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NVDA·almost 2 years agoAn Oversupply Of Compute Power Will See Margins Recede

Hi Drew, NVIDIA continues to perform on earnings seasons and seems to be testing new stories like robotics, omniverse, and AI healthcare in the meantime. Management then sees which story would have maximum impact on earnings and subtly emphasizes those aspects in earnings calls.

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RDDT·almost 2 years agoAdvertising, Data Licensing and User Economy Could Be Enough to Drive Revenue Growth, If Successful

Thank you Odion, I generally agree on the tailwinds, however it seems that Reddit has bought itself some time to deal with this by entering the content licencing agreement with Google. My assumption is that this will keep propping up Reddit links in Google search and shift the focus for investors to what may seem like organic growth (as seen in the latest earnings results).

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TSLA·almost 2 years agoDecent Revenue Growth Won't Stop Valuation Multiple Re-rating Lower

Hi Romeu, thanks for the comment. In my narrative I have forecasted earnings of $57B in the next 9-10 years i.e. I expect the company to successfully cover its target market.

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