GBA's "2021 Stock Phantasma"

Vroom: Disruption At A Discount
Mar. 24, 2021 12:17 PM ETVroom, Inc. (VRM)
  • The automotive market is massive and ripe for disruption. Vroom is one of the companies attempting to do just that.
  • The benefits of Vroom's business model pass the "eye test" for consumers, but questions exist surrounding the unit economics of the business.
  • With the stock pummeled following wider than expected losses in its most recent quarter, the stock offers potential upside should Vroom show improved economics.
  • the stock trades at a notable discount to its closest peer Carvana. On a forward basis, Vroom currently trades at 1.7X EV to Sales, while Carvana commands a 5.6X multiple. At such a discount, the stock is attractively valued
 
stonedinvestor said:
Palantir Technologies: Valuing A Company Of No Profitability
Apr. 25, 2021 2:40 PM ETPalantir Technologies Inc. (PLTR)
  • Palantir presents a good opportunity to value a bubble-like stock with no meaningful company profitability.
  • Palantir’s Government segment is a pipeline for long-term, low-risk deferred income, while the Commercial segment is like a high-margin corporate option waiting to be exercised.
  • At this point, the Commercial segment future growth needs Microsoft, Amazon, or Google ecosystem’s investments much more than Cathie Wood’s investments.
  • At this point, investors value Palantir's growth more than its profitability.
  • As a result, Palantir's shares may be fairly valued between $28 and $33.
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What did I say back in December?

vanzandt said:
All that said Stoney, it is and will remain a controversial stock.
Their government stuff is... well, it is what it is.


Here's the reality.
You know who will pay top dollar for their services?
Corporate America.
They're only getting started Stoney.
The insurance industry alone....
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Van PLTR is utter crap!!! I mean Karp!!! Quote Me-! This stk is an embarrassment and has made me look bad at the hedge fund. Thanks alot!!!

(it will now move $10 in 2 weeks)
 
LET'S DO THIS!

Ranpak Holdings initiated with a Buy at Berenberg 08:20 PACK Berenberg analyst Alexander Leach initiated coverage of Ranpak Holdings with a Buy rating and $24 price target. He believes the market is undervaluing the growth opportunity for the sustainable protective packaging business given e-commerce and sustainability trends, which he blames on the recent exit from a special purpose acquisition company, or "SPAC," structure and little analyst coverage of the stock.
 
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