GBA Presents: THE GREEN MARKET
- Thread starter stonedinvestor
- Start date
VMW is at $118 now.
It's still a steal.
Best value in the whole tech sector.
$1B cash on the books.
$3.4B EBIDTA
4X P/S
5X book
PE 24
32% YOY EPS growth
25% SAAS growth YOY
15% Rev growth 5 year projection.
Gross Margin 82% (!!!!)
Pretax Margin 21%
Show me any tech company that can beat that.
Not even Apple.
This is a good SAFE stock to buy and hold.
Now it's $119
This stock will smoke the returns on the indexes in the next 12 months.
Wait for it to get back at $116 though.
that tends to be my thought process on it... if i can understand the "story" for why to buy it and both vz and stoney like it, then i've had luck. though sometimes stoney hates it and that's as good as him liking it (re: mttr)
Hello All just made it to the Ct--
Ebay to buy REAL Real???
RealReal will be at $30 in next 12 months 'if not acquired first,' Citron tweets 10:05 REAL, EBAY Citron Researc
Ebay to buy REAL Real???
RealReal will be at $30 in next 12 months 'if not acquired first,' Citron tweets 10:05 REAL, EBAY Citron Researc
It's
Rent the Runway, Inc. (RENT)
NasdaqGS - NasdaqGS
15.48+0.48 (+3.17%)
As of 2:31PM EST.
NasdaqGS - Nasdaq
15.81+0.97 (+6.54%)
As of 2:32PM
Rent the Runway, Inc. (RENT)
NasdaqGS - NasdaqGS
15.48+0.48 (+3.17%)
As of 2:31PM EST.
- VS
NasdaqGS - Nasdaq
15.81+0.97 (+6.54%)
As of 2:32PM
I bought some Confluent before I left $75 something...
Confluent, Inc. (CFLT)-
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
78.52+2.90 (+3.83%)<--------------
As of 2:33PM EST.
Confluent, Inc. (CFLT)-
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
78.52+2.90 (+3.83%)<--------------
As of 2:33PM EST.
BEST IDEAS:
1>CONFLUENT
2>REAL REAL ** I WE ALREADY TRADED THIS FROM $10 SO BE CAREFUL WE SOLD AT $12.50 AREA. LOOKING TO GET BACK IN ON THE NEWS TODAY.
3>RENT
1>CONFLUENT
2>REAL REAL ** I WE ALREADY TRADED THIS FROM $10 SO BE CAREFUL WE SOLD AT $12.50 AREA. LOOKING TO GET BACK IN ON THE NEWS TODAY.
3>RENT
NEWB- I got two $50 PT's on ACGL
Jefferies starts Arch Capital at Buy, names top pick 16:59 ACGL Jefferies analyst Yaron Kinar initiated coverage of Arch Capital with a Buy rating and $50 price target. The analyst expects financial and social inflation to be key focal points for the insurance industry, adding that the group is perceived as non-market correlated, driven by the underwriting cycle. Kinar added that Arch Capital is one of his top picks in the space, saying he expects the company to achieve superior top line growth and lean into specialty insurance lines. Show Related Items >> Arch Capital initiated with a Buy at Jefferies 16:38 ACGL Jefferies analyst Yaron Kinar initiated coverage of Arch Capital with a Buy rating and $50 price target.
Jefferies starts Arch Capital at Buy, names top pick 16:59 ACGL Jefferies analyst Yaron Kinar initiated coverage of Arch Capital with a Buy rating and $50 price target. The analyst expects financial and social inflation to be key focal points for the insurance industry, adding that the group is perceived as non-market correlated, driven by the underwriting cycle. Kinar added that Arch Capital is one of his top picks in the space, saying he expects the company to achieve superior top line growth and lean into specialty insurance lines. Show Related Items >> Arch Capital initiated with a Buy at Jefferies 16:38 ACGL Jefferies analyst Yaron Kinar initiated coverage of Arch Capital with a Buy rating and $50 price target.