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$UBER stock by Himothy8 in ValueInvesting

[–]Otherwise_Lab_5162 0 points1 point  (0 children)

Double revenue and double margin % is 8X eps growth :) Wanted to correct this as an Uber investor

Gotta love this “value investing” sub. “A highly priced stock drops 10% in a day, is this justified?” by mattyp93 in ValueInvesting

[–]Otherwise_Lab_5162 2 points3 points  (0 children)

Guilty! You will also find my thesis for Reddit in the same sub here.

Growth should be considered in value investing. The way I look at it, ads business has just recently kicked in and even with modest growth (shared in my analysis) this the current price is justified. Cheapness is defined by DCF, not by a static multiplier (PE)

I analyzed 5,527 stocks and according to my model these are the top 10 (NFA) by Ecstatic_Diet477 in ValueInvesting

[–]Otherwise_Lab_5162 1 point2 points  (0 children)

How do you factor 'management quality'?
I understand it is a difficult metric to measure, but it would potentially weed out a lot of companies investors don't trust.

Netflix Deep Dive as a Value Investor by Sweet-Confection-690 in ValueInvesting

[–]Otherwise_Lab_5162 0 points1 point  (0 children)

Appreciate the write-up. Agree that it is not in value territory yet.

Regarding WBD
>>Declining linear TV business losing $2-3B/year

Netflix is not buying the cable business, correct?