BullSide Capital

Long-term moat stock investor. B. Sc. Finance. The focus on this channel is on Fundamental Analysis and Valuation. Not a financial advisor.

[BullSide Capital @Lucas2052543]

@RorschachStocks Actually more conservative assumptions than most people on X haha

[BullSide Capital @Lucas2052543]

@FluentInQuality @ariaradnia The WACC percentage he is using is not the right estimate, thus the underestimation in his calculations.

[BullSide Capital @Lucas2052543]

@ariaradnia Just saying WACC of a company is 10% even though in case off $APP is significantly higher will skew your estimates in a major way. This assumption is more aggressive than the biggest bull would forecast.

[BullSide Capital @Lucas2052543]

@invest091 @shivamkashan There are more reasons holding me on the sidelines for $SPCX aside from this rule haha

[BullSide Capital @Lucas2052543]

@invest091 @shivamkashan I liked the setup as well but up to now thankfully followed the 2Q rule.

[BullSide Capital @Lucas2052543]

@CapexAndChill Do you think it is realistic for $MELI to reach a take rate of >5% in the long term on their ads business? This number to me seems achievable as established like $AMZN have a take rate on ads of about 5-8%.

[BullSide Capital @Lucas2052543]

@ariaradnia Actually they have 200B further off-balance sheet liabilities. They are the highest levered of the hyperscalers if we include them.

[BullSide Capital @Lucas2052543]

@LibertyRPF Good numbers, although I think it said 39% CC growth

[BullSide Capital @Lucas2052543]

@oguzerkan Absolutely, and with every quarter that the backlog increases they have an even bigger discrepancy between supply and demand for compute.

[BullSide Capital @Lucas2052543]

@WheelieInvestor Beating with income from investments is not telling you anything. Have to look for the adjusted figures

[BullSide Capital @Lucas2052543]

@SemiAnalysis_ Actually not correct if you read it correctly it says the products Segment of cloud is mainly tpu

[BullSide Capital @Lucas2052543]

@DrewCohenMoney Great work as always, I would love to see one of your deep dive on Universal Music Group.

[BullSide Capital @Lucas2052543]

@invest091 Great work, I appreciate the analysis.

[BullSide Capital @Lucas2052543]

@invest091 Indeed, $ISRG is a stock i am researching as well.

[BullSide Capital @Lucas2052543]

@invest091 Thanks for the input, I was thinking about starting a position at 40$.

[BullSide Capital @Lucas2052543]

@RihardJarc Awesome write-up appreciate the effort.

[BullSide Capital @Lucas2052543]

@DimitryNakhla Well I understand your quick calculation, still if you assume these assumptions are conservative, then we would expect net income of $SPGI to grow 44%.