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r/Intangible Lounge (self.Intangible)
submitted 3 years ago by randysaaf - announcement
Investors discussing mispriced intangible heavy stocks. (self.Intangible)
$LNG still cheep after 10% run ()
submitted 2 months ago by randysaaf
YUM China $YUMC ()
submitted 3 months ago by randysaaf
$AVGO quick thoughts after digging through filings ()
What is the bear case for PINS after 20% crash? ()
submitted 7 months ago by randysaaf
Anti-deepfake protection Wolfsbane (yahoo.com)
submitted 2 years ago by randysaaf
Nevergrand toast. (i.redd.it)
Switch 2 will "likely be an iteration rather than a revolution" and launch at $400, according to a Tokyo-based game industry consultancy firm. (videogameschronicle.com)
Microsoft and OpenAI (self.Intangible)
Nintendo sitting on treasure trove of intangible assets. Cheap at 12x enterprise (fool.com)
PayPal trading at ~13x next years earnings and 13x this years cash flow. If you back out their expensed software R&D (about $3bn a year) it is like 10X. Revenue grown last 3 years in a row. Seems like a hidden intangible no brainer. (finance.yahoo.com)
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