@ariaradnia@hamids I kinda disagree here… Even though $FIG is growing faster than $ADBE, I feel they might be more exposed to AI risk than Adobe… Hence I wouldn’t be willing to pay for future growth that much.
I might not be the only one with this view, just look at the short interest 😅
@tyler_bosserman Looks like Jefferies position is a put, not that they sold calls. Maybe there is another leg but the picture above doesn’t provide us with clear understanding if they are the counterparty or not.
@OwlWealthy It is clear they are sandbagging (again). To get to the high end bookings growth guidance, after delivering a 43% YoY Q1 growth, and assuming a 8% growth for Q2 (low-end), Q3 + Q4 growth would need to be 4%. Seems crazy low to me.
Level 2 thinking: What if asset values are overvalued hence the NAV doesn’t account for that. What about the vacancy of the properties?
What if these REITs are actually not trading at discount after adjustments are done?
REITs today are trading at 20–40% discounts to NAV.
That means:
You can buy $100 of real estate equity for $60-80.
With:
• Liquidity
• Diversification
• Professional management
This rarely happens.
$HIMS should develop the ability to integrate data coming from devices such as Apple Watch, Garmin, Oura Ring, etc with the exams coming from its Labs to expand Health signals tracking. @himshouse@AndrewDudum
@BrianFeroldi What was the earnings growth expectations at prior bear market bottoms? How comparable is it with the current earnings growth expectations?
@KreekCraft You should stop behaving like this. They are providing the means to improve the ads to brands and creators and they should charge for that. As far as I know Roblox is not a charity.
@LocktimusSlime@JackPrescottX@AbCelleraBio Don’t forget about Abdera’s Phase 1 which received Fast Track and orphan drug designated, expected to have the study completion by Jan 2027. Abcelera has royalties and also likely a ~3-5% stake in Abdera.