Michael from K-M-S

Operations Engineer. Interested in sports (biking and skiing) and personal finance as well as investing

[Michael from K-M-S @Michael_KMS]

@MisterCommish @BillAckman Roadshow with the name Pershing square means PR for the brand. More people will look for investments in PSH in the US. Fees for PSH owners should go down significantly with the added fees through PSUS

[Michael from K-M-S @Michael_KMS]

@BillAckman @X Best wishes for your daughter!

Go on with this matter, please

[Michael from K-M-S @Michael_KMS]

Hims & Hers: Beyond the Ugly Chart - 3 Things to look for https://t.co/1UqleyKP4s

[Michael from K-M-S @Michael_KMS]

@joecarlsonshow This is awesome. Can't wait to experience the new graphs. You are building the best stock tool!

[Michael from K-M-S @Michael_KMS]

@HolySmokas Yes!

[Michael from K-M-S @Michael_KMS]

@joecarlsonshow How can I invest?

[Michael from K-M-S @Michael_KMS]

$UBER Fair Value: $91

Breaking down the Intrinsic Value:

✅ FCF Growth: 10%

✅ Desired Return: 15%

✅ Current Price: $81.15

✅ Upside: +13% (Mid) to +97% (Bull)

Is the market underestimating Uber's cash flow potential? What’s your price tag for Uber?

[Michael from K-M-S @Michael_KMS]

@joecarlsonshow Or buy Pershing Square's stock outright and you'll never too late to buy Bill's stock. Additionally you get a 25% discount on NAV. Yes, it comes with a management and performance fee.

[Michael from K-M-S @Michael_KMS]

@joecarlsonshow Google is now in plain sight the best stock in the market right now. Six months ago it wasn't in plain sight.

I would like to hear your opinion about Adobe. I think it is a similar story compared to Google and very undervalued.

[Michael from K-M-S @Michael_KMS]

Welcome Gemini 3.0! $GOOG $GOOGL is delivering ahead of schedule.

[Michael from K-M-S @Michael_KMS]

@joecarlsonshow Speaking of opportunities I would like to hear your thoughts on $FI

[Qualtrim @qualtrim]

Amazon’s 2022 earnings slump is now a distant memory.

From losses to $70B – up 132% in just two years.

A textbook profitability turnaround.

$AMZN

[Michael from K-M-S @Michael_KMS]

Mein wikifolio erreicht Dank #GOOG und ASML einen neuen Höchststand. 😀

https://t.co/zcdncxiK1v

[Michael from K-M-S @Michael_KMS]

@HolySmokas Palantir makes to most sense from a valuation perspective

[Michael from K-M-S @Michael_KMS]

@HolySmokas Go on!

[Michael from K-M-S @Michael_KMS]

@badugi12 @DividendDude_X Are you not able to make your own decisions?

[Michael from K-M-S @Michael_KMS]

@BillAckman Haters gonna hate.

Very much respect to you and your performance

[Michael from K-M-S @Michael_KMS]

@HolySmokas $GOOG $AMD $AMZN

[Michael from K-M-S @Michael_KMS]

@joecarlsonshow Joseph, please go on CNBC and grill this Gene Munsters.

I am wondering how long he can influence public sentiment around GOOG. As long as he does he contributes to attractive prices.