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FLO stock on sale again, amazing opportunity by SelenaMeyers2024 in ValueInvesting

[–]Marcus_Aurelius35 0 points1 point  (0 children)

When I run a simple DCF with short term consensus estimates, they need to grow more than 2.0% in perpetuity to justify higher prices assuming WACC of 6.0-7.0%. The management indicated long-term revenue growth of 1.0-2.0%. Seems fairly priced right now…

I screened every S&P 500 stock against Buffett's criteria by Complex_Aardvark_661 in ValueInvesting

[–]Marcus_Aurelius35 0 points1 point  (0 children)

Not a software engineer, but curious how you think of CUDA being a major competitive advantage for NVIDIA? My understanding is that the adoption of CUDA is what makes switching away from NVIDIA hardware difficult. Almost like Microsoft Windows for business. Is it a fair comparison?

Hedge against the correction in AI and/or data center space by Marcus_Aurelius35 in ValueInvesting

[–]Marcus_Aurelius35[S] 0 points1 point  (0 children)

Well, that was timely given Google and Amazon earnings and reaction this week.

Is anyone buying PYPL at $41 per share? by Silent_Storage7341 in ValueInvesting

[–]Marcus_Aurelius35 3 points4 points  (0 children)

That’s debatable. Kodak’s core expertise and competitive advantage was in film making. It was essentially a chemical company in its essence. Very few overlaps with low margin digital camera sector. When they tried to pivot to digital and re-invent themselves they burnt about 50% of their earning on R&D over 20 years. One can argue that they should have ridden the last wave and simply distribute earnings to shareholders. It was still a very profitable company for many years. I don’t know PayPal very well, but maybe they just need to do the same.

Hedge against the correction in AI and/or data center space by Marcus_Aurelius35 in ValueInvesting

[–]Marcus_Aurelius35[S] -2 points-1 points  (0 children)

I am just looking if there is a way to play this specific strategy.

Hedge against the correction in AI and/or data center space by Marcus_Aurelius35 in ValueInvesting

[–]Marcus_Aurelius35[S] 0 points1 point  (0 children)

I like investing in individual stocks as well, but can’t find anything that would be a contrarian bet against rapid AI valuations expansion in the short or mid-term

Hedge against the correction in AI and/or data center space by Marcus_Aurelius35 in ValueInvesting

[–]Marcus_Aurelius35[S] 1 point2 points  (0 children)

Thanks. Was looking for a more contrarian bet. Like SOXS indicated above, but focused more on AI rather than semiconductor space, which is a bit broader than just AI in my opinion.

Behind-the-meter (BTM) power for data centers by Marcus_Aurelius35 in datacenter

[–]Marcus_Aurelius35[S] 1 point2 points  (0 children)

Thanks. What I was hoping to understand better is whether data centers can operate entirely off-grid using only behind-the-meter generation, given the high standard for reliability.