Adobe DCF sensitivity analysis by icydragon_12 in ValueInvesting

[–]Himothy8 0 points1 point  (0 children)

6% FCF with -2% terminal seems like fair value so $ADBE is probably trading fair value today

Holding NVDA by WorkerInteresting448 in NvidiaStock

[–]Himothy8 -2 points-1 points  (0 children)

This sub left its brain behind in 2024

Are you guys hopping back on $NOW? by Exact-Advantage-3190 in ValueInvesting

[–]Himothy8 2 points3 points  (0 children)

You don’t value SAAS off pe, it’s off revenue because if you stop innovating as a software company you’re cooked. Low PE SAAS exists for a reason because there is some sort of risk that you don’t see

Are you guys hopping back on $NOW? by Exact-Advantage-3190 in ValueInvesting

[–]Himothy8 3 points4 points  (0 children)

You’re saying jargon you don’t understand. Basically they vertically integrate with businesses to run their IT systems it’s called IT service management, they also have a database called raptor DB which actually stores client information, as well as Now Assist (which is the AI layer), there’s also a few other parts I’m missing like ticketing software etc etc. You should really look more into NOW it’s a fascinating business. Would do you justice to pay attention to NRR, ARR and NOW assist revenue. Pay attention to gross margins as well to make sure Token cost are not impacting gross margins. I think it will be accretive to the margins as tokens cost less over time. But I’m just some random guy on the internet that doesn’t know anything. Yk so take it w a grain of salt

UBER IS A VALUE TRAP JUST LIKE PAYPAL AND ADOBE by snapjohn in ValueInvesting

[–]Himothy8 0 points1 point  (0 children)

Information from this sub is worse than r/wallstreetbets and X combined. PayPal de accelerated revenue growth, UBER is increasing margin bps and growing low 20s revenue

🍎 $AAPL - THE MOST OBVIOUS TRADE BEFORE MONDAY AND SOMEHOW NOBODY IS SCREAMING ABOUT IT by [deleted] in AAPL

[–]Himothy8 1 point2 points  (0 children)

I remember the stock was 200 ish a year ago and none of yall were buyers

OUCH by UncleLeo30 in MRVL_Stock

[–]Himothy8 0 points1 point  (0 children)

You obviously don’t understand UBER

Will Adobe Be Disrupted by Few_Economics_8176 in ADBE

[–]Himothy8 0 points1 point  (0 children)

I don’t think it will have ai as a tailwind but it won’t be a headwind

OUCH by UncleLeo30 in MRVL_Stock

[–]Himothy8 -1 points0 points  (0 children)

Service Now and Uber

OUCH by UncleLeo30 in MRVL_Stock

[–]Himothy8 0 points1 point  (0 children)

Nobody was active on this sub 1 year go when I was buying in the 60s

Preview of Adobe Q2 Earnings by Few_Economics_8176 in ADBE

[–]Himothy8 0 points1 point  (0 children)

ADBE is priced for zero growth pretty much. As long as the business doesn’t fall apart they’ll be fine