$AMZN has literally gone nowhere in the last twelve months..
Meanwhile:
- AWS growth has accelerated to 20%
- Ad business is growing 24% YoY
- Net margin is expanding
The stock is trading near its lowest valuation.
Make it make sense..
Google $GOOGL CEO Sundar Pichai just said:
“You can give Gemini 3 anything (images, pdfs, scribbles, etc) and it will create whatever you like: an image becomes a board game, a napkin sketch transformed into a full website”
$MA Mastercard is quietly trading at its lowest valuation in 5 years.
Mastercard is essentially a global payments network that connects consumers, merchants, banks, and governments across more than 210 countries.
They earn fees every time a transaction is processed through their network.
The end result is an incredibly ‘capital-light’ business model:
2024 Gross Profit Ratio: 76.31%
2024 Return on Invested Capital: 44.41%
Mastercard is also the ultimate hedge against inflation.
As prices rise due to inflation, the fees Mastercard collects naturally increase, since they’re based on a percentage of each sale.
In regards to valuation, something rare is currently happening to Mastercard.
For the first time in 5 years, Mastercard is now trading at a lower price to cash flow ratio than their peer, Visa.
Mastercard trading at a premium to Visa was likely fair, as they were growing revenues and free cash flows at a higher rate over the past 5 years.
So what changed?
In the grand scheme of things, nothing.
In fact, revenue and earnings growth for Mastercard is projected to be even faster in the coming years than it has been previously.
From their recent earnings report, management stated:
“For full year 2025, net revenues are expected to grow at the low teens range on a currency-neutral basis, excluding acquisitions.”
Essentially, revenues are now projected to grow between 13%-14%.
With revenues growing and free cash flow margins expanding, free cash flow will grow at higher rates in the future as well.
Based off the current P/FCF multiple and the guidance management has given us, Mastercard’s valuation is the most attractive it has been in 5 years.
Google is in a different league.
Waymo announced they reached 100M+ public FSD miles, as of July 2025.
Meanwhile, Telsa has hit 50k internal FSD miles...
$GOOGL $GOOG $TSLA
$TSLA Tesla shareholders approved Elon Musk’s $1T pay package unlocked by 2035 if Tesla hits:
📈 $8.5T valuation <10 years
🚗 20M vehicles
🤖 1M Optimus Robots
🚕 1M robotaxis
💽 10M FSD subscriptions
🌍 Lead in autonomy, robotics & EV markets
Can Tesla reach these goals?
$NVO below $50 is how you make money.
It’s now at 12x earnings…
- Leader in insulin & weight-loss.
- Oral Wegovy is coming later this year.
- Patents aren’t expiring before 2032.
All these are priced cheaper than a local car dealership.
Why wouldn’t this work from here?
$AMZN is trading at its lowest valuation in over a decade but it’s building more than people realize.
AWS keeps scaling, robotics keep expanding & quantum is already in motion through its research lab & Amazon Braket platform.
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