Novato caminando entre depredadores. Compartiendo información y realizando análisis NO profesionales de bolsa, valorando tanto el AT con el AF. NO son consejos.
🚨⚠️ Links a herramientas e información bursátil gratuita ⚠️🚨
A continuación os he creado un hilo con enlaces a webs con contenido gratuito, que seguro os podrán ayudar en vuestra operativa en bolsa. ¡Comenzamos 👇!
the SAAS MELTDOWN is real 📉💀
▫️ Amplitude: -93%
▫️ Unity: -89%
▫️ UiPath: -88%
▫️ Atlassian: -87%
▫️ monday: -86%
▫️ GitLab: -85%
▫️ HubSpot: -75%
▫️ Adobe: -66%
▫️ Workday: -62%
▫️ Salesforce: -54%
These are companies that defined the last decade of enterprise software. All down 50-90% from their peaks
AI commoditized the feature layer. The moat most of these companies thought they had was the UI on top of a workflow. That moat is gone
Which of these do you think recovers? And which ones are structurally finished?
$PYPL
Just to highlight something…
eBay… a company everyone left for dead was able to canabalize itself into a massive upswing.
PayPal is now in a similar position. People should take a few minutes to understand the value in a business that generates enough cashflow to buy itself at the rate of 15-18% per year.
This is the time to think 2-3 years into the future.
With little to no NET debt.
@Thmuay1977 Pues q tienen información que no está a tu alcance y acabará saliendo… igualmente lo veo un negocio totalmente reemplazable y no veo nada de foso ahí… al tiempo