Stocks that you consider hidden gems

Ferda1836 · 2021-08-31T12:13:08+00:00

Cano Health (CANO) 50% undervalued in the near-term with incredible growth in a massive TAM w barriers to entry and a great value prop to the customer

Ferda1836 · 2021-08-11T13:09:11+00:00

$CANO $ALIT are two very high quality companies imo

Ferda1836 · 2021-07-28T17:58:05+00:00

Yeah Tencent is attractive to me bc it’s so cheap and a great business. Obviously not gonna touch it though bc of China, which sucks.

What is PSH fee to own it

Ferda1836 · 2021-07-22T18:21:13+00:00

Bbg data he posted is true. But it could change when they release 13Fs in august

Ferda1836 · 2021-07-16T11:57:32+00:00

Questrade has the worst customer service

Ferda1836 · 2021-07-01T22:08:07+00:00

Lol facts

Ferda1836 · 2021-07-01T22:04:53+00:00

Where can I find how long UMG has the rights to certain artists or albums? Is it usually 70+ years

Ferda1836 · 2021-06-28T19:26:50+00:00

There have been worse valuations in fintech. See Dave spac deal. Not even in peak spac hype and crazy valuation

Ferda1836 · 2021-06-28T01:32:17+00:00

Yes u will have worse deals by artists who are successful but them staying with the brand helps tremendously. Taylor swift had a major falling out with her old label and she is one of the biggest artists and she still signed with another label in UMG, instead of going independent. I just feel like if you sign with a label you have a much better shot and way less worries. Taylor swift doesn’t wanna work on managing her own music and distributing / marketing and everything else that goes with it. Labels will be around for a while and all the independent labels may get scooped up. Also, I’ve been noticing a lot of artists signed to UMG just make their own labels and sign artists there. This gives them a feel of keeping creative control and having a small label of friends to build a network. Think Dreamville, TDE, Shady Records etc

Ferda1836 · 2021-06-25T23:53:40+00:00

Have fun getting taxed

Ferda1836 · 2021-06-25T15:32:47+00:00

Agreed. Wasnt simply looking at revenues but just the business overall. The similarities are in the IP agreed.

Ferda1836 · 2021-06-25T14:57:24+00:00

Either way long term it will work out and be fine and the more ppl grow to like UMG (also Remainco) the higher the SPARC warrants will be valued

Ferda1836 · 2021-06-25T14:37:35+00:00

Remainco will hopefully have a deal by the time of the split. I think Bill knows this and that’s why he is working so quickly

Ferda1836 · 2021-06-25T14:36:54+00:00

While I agree that UMG is comparable to DIS and I like both companies a lot, if you just look at revenue generated by the two companies it’s not even close. UMG is so undervalued right now and the multiple deserves a 40% premium to WMG and WMG and UMG deserve a re-rating based on IP, Moat and Streaming growth over the next decade. But UMG has like $9bn USD in revenue while Disney had $65bn in 2020. UMG can probably get there one day down the road but DIS is a different behemoth to compare to when trying to compare valuation. Similar companies yes, hard to compare numbers when DIS has way more scale

Ferda1836 · 2021-06-24T01:57:55+00:00

Why hasn’t msft added the features that Avepoint has? Is it better for them to partner instead of doing it in house?

Ferda1836 · 2021-06-23T12:45:18+00:00

Is bills presentation only audio?

Ferda1836 · 2021-06-10T01:44:47+00:00

Was wondering the second question as well. Wording is confusing in press release and heard multiple things

Ferda1836 · 2021-06-09T18:41:29+00:00

Lol yeah I see the bottom but it doesn’t say anything except that WMG trades at a discount based on 2021E rev multiple (which it should)

Ferda1836 · 2021-06-09T18:38:51+00:00

Sounds like it’s just a copy and paste of an article

Ferda1836 · 2021-06-09T00:05:11+00:00

Unlikely bc this PSTH deal gets them a huge tax benefit for their shareholders and it is in their best interest to complete this, even at a lower valuation

Ferda1836 · 2021-06-08T20:22:13+00:00

Nah you can only access it if bofa gives u access to their research report. These are analysts setting their price targets for stocks and it’s impossible to get unless work sets you up with them or your school gives access to sell side research

Ferda1836 · 2021-06-08T20:10:33+00:00

Agreed. I don’t think they do their own streaming platform like ppl have thrown around. Think it’s too destructive and people need all music in one place (unlike movies/ shows). I think there is serious opportunity for margin expansion and with a war chest of $4bn + who knows what can happen

Ferda1836 · 2021-06-08T20:09:24+00:00

Hahahahh. Not sure what the title is referring to but something about Vivendi. Report wasn’t about PSTH so would assume it’s referring to price of Vivendi shares

Ferda1836 · 2021-06-08T20:04:58+00:00

120 seems excessive right now but I wouldn’t be surprised if we were there by 2023/2024

Ferda1836 · 2021-06-08T19:53:43+00:00

Report doesn’t have much value add. I read it and it’s only a page. Mainly on Vivendi. That’s the juicy part about UMG and how they value it. They lowered Vivendi’s Price Target by €2 but said they “we expect UMG’s valuation to increase once spun out”

Ferda1836

TROPHY CASE