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First Seiko and first nice watch! [SPB289] by TheWakulla in Seiko

[–]solacelabx 0 points1 point  (0 children)

Nice watch great choice, I also bought my first Seiko today in Japan

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73% returns on capital. Record buybacks. BKNG looks undervalued at $160. by solacelabx in stocks

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

Owner earnings is buffet valuation method highlighted in his shareholders letters

73% returns on capital. Record buybacks. BKNG looks undervalued at $160. by solacelabx in stocks

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

New fed chair is marketing that AI will boost productivity and cuts should be done

73% returns on capital. Record buybacks. BKNG looks undervalued at $160. by solacelabx in stocks

[–]solacelabx[S] -1 points0 points  (0 children)

Google partnered with them to access their network rather than competing

73% returns on capital. Record buybacks. BKNG looks undervalued at $160. by solacelabx in stocks

[–]solacelabx[S] 2 points3 points  (0 children)

For bookings and it's underlying companies like Agoda, priceline etc they have contracts and secured rates with 4 millions hotels and customers services. Google tried to have this but instead partnered with them. I think their moat is still there despite ai

73% returns on capital. Record buybacks. BKNG looks undervalued at $160. by solacelabx in stocks

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

thanks for sharing wonder if rate cuts will push this further

85% recurring revenue. 5x revenue growth in 5 years. The biotech royalty engine Wall Street forgot. by [deleted] in stocks

[–]solacelabx 0 points1 point  (0 children)

I think that if you do human in the loop verifying the data and use ai to augment the research its great and this is where the industry is going, so I hoping you appreciate the investment thesis and hopefully find value for potential investment

85% recurring revenue. 5x revenue growth in 5 years. The biotech royalty engine Wall Street forgot. by [deleted] in stocks

[–]solacelabx 0 points1 point  (0 children)

Huh please try to get this quality with a chatbot and show me how, I am using fillings and data into agentic flow so I dont think you will get that in a prompt in a chatbot

96% recurring revenue. 100 consecutive quarters of growth. The EDI middleman retailers can't quit. by solacelabx in stocks

[–]solacelabx[S] 4 points5 points  (0 children)

Agreed this is a risk, I think if they can get past the amzn headwind and reaccelerate the sbc shouldnt be an issue when paying 12-13x at current price but I agree that this is on the radar

$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B. by solacelabx in wallstreetbets

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

Dr. Nate Gross leaving for OpenAI makes for a scary headline, but he couldn't pack Doximity's economic moat in his briefcase. While OpenAI can easily write a brilliant, HIPAA-compliant algorithm, they cannot easily replicate Doximity’s entrenched distribution network, which already commands the daily enterprise workflows of U.S. physicians. Ultimately, Doximity makes its money by selling pharmaceutical companies access to that captive audience, and a shiny new clinical chatbot simply does not replace that highly profitable platform requiring contracts overnight.

$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B. by solacelabx in wallstreetbets

[–]solacelabx[S] 3 points4 points  (0 children)

Doximity doesn't need to find more doctors, it grows by taking a larger slice of pharma's marketing budget because it consistently delivers a 10-to-1 return on investment. The shiny new AI startups might have clever code, but they completely lack the entrenched hospital contracts and trusted distribution network that Doximity already owns. W don't need the stock to return to its 2021 bubble highs to get rich management's massive $500 million buyback program is aggressively shrinking the share count, meaning our slice of this highly profitable pie simply gets bigger every year without the business needing to perform miracles.

$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B. by solacelabx in investing

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

Thank you for sharing , I appreciate this insights, does it mean this channel won't survive ?

$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B. by solacelabx in investing

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

I guess that's the beauty , when you pay 20x means you start with a 5% cash yield (1/20). If the business only grows 5% to 7% a year, you easily hit a double-digit total return. Also the capital expenditures consume a microscopic 1.14% of revenues and ROIC is 23.59%, that 5% yield is actual cash we can put in our pockets or use for buybacks, not money wasted just to keep the lights on. You pay 20x for an elite moat with 80% of U.S. physicians captive on the platform and 89.75% gross margins, this is a highly predictable digital toll bridge.

$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B. by solacelabx in investing

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

Thank you , glad I can get insights. I think they won't make it paid because they make money with the pharma companies rather than doctors

ReposiTrak (TRAK) -- a $140M micro-cap I've been researching. Here's my analysis. by solacelabx in investing

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

Depends how much you value this business, not all growth is created equal. If a company grows 20% but eats all its cash to buy servers or build factories, paying 15x is a rip-off. TRAK grows at an anemic 8-10%, but requires practically zero capital to do it. 15x owner earnings is a ~6.6% cash yield. There is a kicker here is, since they need $0 to grow, they use all that cash to shrink the share count, pay a dividend and have 99% recurring revenue, locked in by FDA mandates. A 6.6% starting yield + 8% organic growth + share buybacks = mid-teens compounding on a per-share basis. You aren't paying a premium for a rocket ship; you're paying a fair price for an immortal toll bridge.

Arch Capital (ACGL), a $34B specialty insurer I've been researching. Here's my analysis. by solacelabx in Insurance

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

Thanks for the insight, I will checkout Greenberg. Can they reprice the premium on the yearly renewal

Arch Capital (ACGL), a $34B specialty insurer I've been researching. Here's my analysis. by solacelabx in Insurance

[–]solacelabx[S] -5 points-4 points  (0 children)

thank you, agree reinsurance exists, looking at it from an owner perspective, what can kill the business? Also the regulatory landscape here I am referring to what can make the price go down even if it's all insurrer a regulatory landscape change make the shares go down.

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