UNRIVALED INVESTING
UNRIVALED INVESTING
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Shopify Stock (SHOP) Analysis: WINNING SHARE! Cheap?
Is Shopify stock (SHOP) finally cheap? SHOP stock is down 30% in the last few months yet their underlying fundamentals continue to improve. In this video I discuss Shopify's latest results, why the stock may have sold off, and the structural thesis behind Shopify's historic growth.
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Просмотров: 6 161

Видео

SAM ALTMAN: NUCLEAR BET WILL POWER OPENAI? OKLO STOCK
Просмотров 11 тыс.19 часов назад
Sam Altman, Co-Founder of OpenAI, and Chairman of OKLO, is bringing his bet on nuclear energy public via OKLO stock! Let's dive in! TAKE CHARGE OF YOUR FINANCIAL JOURNEY: ✅ : www.unrivaledinvesting.com 💡UNRIVALED INVESTING MEMBERSHIP: Includes weekly letters with new stock ideas, stock market commentary, real-money portfolio updates, and a community of like-minded investors at Discord (for Prem...
PALANTIR (PLTR STOCK): "CRUSH" EARNINGS, WEAK STOCK?
Просмотров 33 тыс.День назад
Palantir just reported very strong 1Q 2024 earnings results. I'm very impressed with their recent cost discipline as their profit margins have exploded higher. Management is raising their outlook for the year, and yet, the stock is down following their earnings! Why? Let's dive into PLTR stock and reflect on their hypothetical valuation framework for the years ahead. TAKE CHARGE OF YOUR FINANCI...
Warren Buffett's Berkshire Hathaway Keeps Buying This Stock!
Просмотров 7 тыс.14 дней назад
In this video I discuss Berkshire Hathaway's recent purchases of Liberty SiriusXM (LSXMA / LSXMK), what they do, the arbitrage spread, and potential opportunity with SIRI stock. TAKE CHARGE OF YOUR FINANCIAL JOURNEY: ✅ : www.unrivaledinvesting.com 💡UNRIVALED INVESTING MEMBERSHIP: Includes weekly letters with new stock ideas, stock market commentary, real-money portfolio updates, and a community...
PAYPAL (PYPL STOCK): TURNAROUND HERE? I LIKE IT!
Просмотров 9 тыс.14 дней назад
PayPal reported their 1Q 2024 earnings, beating Wall Street Estimates while management provided a honest assessment of their past challenges. PYPL trades at a cheap valuation and seems like a very interesting set up! TAKE CHARGE OF YOUR FINANCIAL JOURNEY: ✅ : www.unrivaledinvesting.com 💡UNRIVALED INVESTING MEMBERSHIP: Includes weekly letters with new stock ideas, stock market commentary, real-m...
SOFI 1Q'24 EARNINGS! STOCK DOWN ON MACRO CONCERNS?
Просмотров 9 тыс.14 дней назад
Sofi Stock is down ~10% following their 1Q 2024 earnings. This is surprising as management continues to execute. 1Q earnings beat expectations and they raised guidance for the year! Perhaps Wall Street is concerned about their conservative macro posturing and large personal loan book? TAKE CHARGE OF YOUR FINANCIAL JOURNEY: ✅ : www.unrivaledinvesting.com 💡UNRIVALED INVESTING MEMBERSHIP: Includes...
GOOGLE STOCK NEW DIVIDEND! ALPHABET (GOOG STOCK) GREAT EARNINGS!
Просмотров 7 тыс.21 день назад
Alphabet or Google Stock (GOOG) just reported fantastic results, initiating a NEW dividend and significantly RE-UPPING their buyback. In this video, I discuss their results and my thoughts on the stock. In full disclosure, I own a stake in GOOG stock! TAKE CHARGE OF YOUR FINANCIAL JOURNEY: ✅ : www.unrivaledinvesting.com 💡UNRIVALED INVESTING MEMBERSHIP: Includes weekly letters with new stock ide...
META FANTASTIC EARNINGS! WHY DOWN? BUYING OPPORTUNITY?
Просмотров 5 тыс.21 день назад
Meta stock is down ~11% following their 1Q 2024 earnings despite fantastic results. What's going on? In this video I discuss the key dynamics behind why META stock dropped, Mark Zuckerberg's HUGE new bet, and my thoughts on the stock in the years ahead. TAKE CHARGE OF YOUR FINANCIAL JOURNEY: ✅ : www.unrivaledinvesting.com 💡UNRIVALED INVESTING MEMBERSHIP: Includes weekly letters with new stock i...
Charles Schwab (SCHW): TROUBLE? 1Q EARNINGS REVIEW
Просмотров 7 тыс.Месяц назад
In this video I discuss Charles Schwab (SCHW stock), their latest earnings, and a big challenge that they face. TAKE CHARGE OF YOUR FINANCIAL JOURNEY: ✅ : www.unrivaledinvesting.com 💡UNRIVALED INVESTING MEMBERSHIP: Includes weekly letters with new stock ideas, stock market commentary, real-money portfolio updates, and a community of like-minded investors at Discord (for Premium subscribers). 📈:...
BUY GOLD? Exploring the bullish trend in GLD
Просмотров 3,4 тыс.Месяц назад
Gold (GLD) is one of the best performing assets so far in 2024. In the past month, Costco (COST) sold nearly $200 million in gold and silver! Why is it moving higher and should you buy gold as well? TAKE CHARGE OF YOUR FINANCIAL JOURNEY: ✅ : www.unrivaledinvesting.com 💡UNRIVALED INVESTING MEMBERSHIP: Includes weekly letters with new stock ideas, stock market commentary, real-money portfolio upd...
INTEL SPECIAL MEETING: UGLY RESULTS
Просмотров 10 тыс.Месяц назад
Intel had a special meeting earlier this week detailing the contribution from their two key segments: Intel Products and Intel Foundry. Management is making an ALL IN bet on the rejuvenation of their Foundry segment which is currently losing $7 billion per year! Should investors consider INTC stock on their turnaround potential? TAKE CHARGE OF YOUR FINANCIAL JOURNEY: ✅ : www.unrivaledinvesting....
ABSURD! BODEN, DJT STOCK, AND GOLD BREAK OUT?
Просмотров 4,8 тыс.Месяц назад
I'm finding a lot of ABSURDITIES in the market. What are they, and what should a prudent, long-term investor do about it? AKE CHARGE OF YOUR FINANCIAL JOURNEY: ✅ : www.unrivaledinvesting.com 💡UNRIVALED INVESTING MEMBERSHIP: Includes weekly letters with new stock ideas, stock market commentary, real-money portfolio updates, and a community of like-minded investors at Discord (for Premium subscri...
Snowflake (SNOW stock): HUGE NEW BUY?
Просмотров 17 тыс.Месяц назад
With SNOW stock down 30% this past month its very interesting to see the new CEO, Sridhar Ramaswamy, buy over $5 million dollars wroth of the stock. Should you join him? In this video I discuss Snowflake, what they do, thoughts on the business and valuation. TAKE CHARGE OF YOUR FINANCIAL JOURNEY: ✅ : www.unrivaledinvesting.com 💡UNRIVALED INVESTING MEMBERSHIP: Includes weekly letters with new st...
SUPER MICRO COMPUTER OVERVIEW (SMCI STOCK)
Просмотров 8 тыс.Месяц назад
Super Micro Computer (SMCI) stock is one of the best performing stocks, and in the past year alone is up over 800%! Wow. What's driving their growth and what do I think of their underlying valuation? TAKE CHARGE OF YOUR FINANCIAL JOURNEY: ✅ : www.unrivaledinvesting.com 💡UNRIVALED INVESTING MEMBERSHIP: Includes weekly letters with new stock ideas, stock market commentary, real-money portfolio up...
LULULEMON ON SALE? LULU STOCK ANALYSIS
Просмотров 9 тыс.Месяц назад
Lululemon (LULU stock) is down 15% following their latest earnings update. Is LULU finally on sale? Management is guiding to continued low teens growth, and market share gains. Is 29x forward earnings too rich for a brand that's clearly winning? TAKE CHARGE OF YOUR FINANCIAL JOURNEY: ✅ : www.unrivaledinvesting.com 💡UNRIVALED INVESTING MEMBERSHIP: Includes weekly letters with new stock ideas, st...
REDDIT: HOW TO VALUE RDDT STOCK? CHEAP IPO?
Просмотров 5 тыс.Месяц назад
REDDIT: HOW TO VALUE RDDT STOCK? CHEAP IPO?
SQUARE or BLOCK STOCK (SQ): DEEP VALUE? WHY MICHAEL BURRY BOUGHT IT?
Просмотров 9 тыс.2 месяца назад
SQUARE or BLOCK STOCK (SQ): DEEP VALUE? WHY MICHAEL BURRY BOUGHT IT?
DUTCH BROS (BROS STOCK): PULL THE TRIGGER? 4Q EARNINGS
Просмотров 9 тыс.2 месяца назад
DUTCH BROS (BROS STOCK): PULL THE TRIGGER? 4Q EARNINGS
RAY DALIO: STOCK MARKET BUBBLE? CRASH? MISSING THE BIGGER PICTURE!
Просмотров 11 тыс.2 месяца назад
RAY DALIO: STOCK MARKET BUBBLE? CRASH? MISSING THE BIGGER PICTURE!
DISNEY (DIS STOCK): EARNINGS REVIEW & Disneyland Trip!
Просмотров 4,5 тыс.2 месяца назад
DISNEY (DIS STOCK): EARNINGS REVIEW & Disneyland Trip!
HIMS STOCK 100X POTENTIAL? CEO AGREES!
Просмотров 15 тыс.2 месяца назад
HIMS STOCK 100X POTENTIAL? CEO AGREES!
GOOGLE: HEADS WILL ROLL
Просмотров 18 тыс.2 месяца назад
GOOGLE: HEADS WILL ROLL
Mercado Libre (MELI): BUY MORE? UNRIVALED COMPANY, GREAT GROWTH, STOCK DOWN?
Просмотров 11 тыс.2 месяца назад
Mercado Libre (MELI): BUY MORE? UNRIVALED COMPANY, GREAT GROWTH, STOCK DOWN?
AI STOCK BUBBLE? POP!
Просмотров 8 тыс.2 месяца назад
AI STOCK BUBBLE? POP!
IN-N-OUT: The Story, Hardships, and Lessons
Просмотров 4,5 тыс.3 месяца назад
IN-N-OUT: The Story, Hardships, and Lessons
Super Investors: What are the BEST investors buying now?
Просмотров 8 тыс.3 месяца назад
Super Investors: What are the BEST investors buying now?
Michael Burry: Big Buyer? Stocks to buy now?
Просмотров 11 тыс.3 месяца назад
Michael Burry: Big Buyer? Stocks to buy now?
ARM HOLDINGS (ARM STOCK): WILL CRASH?
Просмотров 14 тыс.3 месяца назад
ARM HOLDINGS (ARM STOCK): WILL CRASH?
Stocks to Buy Now? I own FAIRFAX (FRFHF). Why I bought more!
Просмотров 6 тыс.3 месяца назад
Stocks to Buy Now? I own FAIRFAX (FRFHF). Why I bought more!
TOP STOCK UNDER ATTACK! BUY MORE? SHORT REPORT! FAIRFAX FINANCIAL (FRFHF)
Просмотров 8 тыс.3 месяца назад
TOP STOCK UNDER ATTACK! BUY MORE? SHORT REPORT! FAIRFAX FINANCIAL (FRFHF)

Комментарии

  • @flash521
    @flash521 12 часов назад

    NÉE has paid more than 20% in the last few weeks. My understanding is that NÉE makes an extra effort to invest their capital to build and upgrade infrastructure to better deliver more and better energy in the future. Now, it is paying off.

  • @trollheim-bavaria
    @trollheim-bavaria 19 часов назад

    smart money is different

  • @ainulhasan57
    @ainulhasan57 19 часов назад

    Overpriced stock, so better stay away

  • @patelparth
    @patelparth День назад

    After long time its hits 20% today 😅

  • @00Johnely
    @00Johnely День назад

    Bitcoin is on its way to breaking records, getting closer to hitting new high prices, showing that it's gaining more value and could go even higher than we've seen before. This could mean great things for people looking to invest, suggesting now might be a good time to get involved before it jumps even higher. It's an exciting moment that could change the game in general...managed to grow a nest egg of around 2.3B'tc to a decent 27B'tc....At the heart of this evolution is Linda Wilburn, whose deep understanding of both cryptocurrency and traditional trading has been instrumental. Her holistic approach to investment and commitment to staying abreast of market trends make her an invaluable ally in navigating this new era in cryptocurrency investment.

    • @joelparkin
      @joelparkin День назад

      I appreciate the professionalism and dedication of the team behind Linda’s trade signal service.

    • @ElenaCanizales87
      @ElenaCanizales87 День назад

      Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.

    • @sheograth06
      @sheograth06 День назад

      The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.

    • @franciscoyamamoto-go7eo
      @franciscoyamamoto-go7eo День назад

      It was quite challenging to understand the different trends on my own until i found out about Wilburn. Trading made easy.

    • @Narwood
      @Narwood День назад

      What I appreciate about Linda Wilburn. is her ability to tailor strategies to individual needs. She recognizes that each investor has unique goals and risk tolerances, and she adapts her advice accordingly...........

  • @mattanonysaurousrex
    @mattanonysaurousrex День назад

    Just because the stock price drops, doesn't mean it's cheap. However, if lots of retail investors think the drop means it's a sale, and if traders are going to take advantage of the volatility, the price will go up in the short term. My metrics show I should consider it at $45. If you really believe in the company, I don't think it's a bad opportunity.

  • @bing5043
    @bing5043 День назад

    One slight correction on the video - Palantir isn’t entering the hardware space. They entered into a partnership with Anduril for the Titan program. Palantir will supply the software, and Anduril will supply the hardware

  • @RenewableEnergyInvestmen-it5jl
    @RenewableEnergyInvestmen-it5jl День назад

    I don't think asking whether a company in a secular growth industry is "cheap" is the right question. This is how people miss fantastic companies. What is far more important is whether it is a fantastic secular growth business, with an indefinite moat and great management. With secular growers, it is far more important to be correct on the business, then for the stock to be cheap.

    • @msaw504
      @msaw504 День назад

      Do you think Shopify could be a secular grower in the future based on its business model and challenges it faces?

    • @RenewableEnergyInvestmen-it5jl
      @RenewableEnergyInvestmen-it5jl День назад

      @@msaw504 Im not personally invested enough in this stock so I haven’t done the DD to be confident. But for most growth stocks the bulls vs bears battle ultimately is decided by the durability of growth. Bears project growth tapers off. Bulls project ongoing or accelerating growth. Typically the outcome of this debate has far greater impact on stock price than the current price.

    • @opencase9903
      @opencase9903 День назад

      Shopify has no moat.

  • @toonishwarhead
    @toonishwarhead День назад

    CEO did not buy! It is a granted RSU and it is vested over the coming years. Look at any company that gets a new CXO - more often that not they are granted RSUs as part of their comp, vested over the years.

  • @karldoring9887
    @karldoring9887 День назад

    More than half of their FCF is stock based compensation ...

  • @flash521
    @flash521 День назад

    Wow glad I have made 18% on NÉE. Utilities are usually a defensive move in a troubled market, or dividend seekers. With AI data centers and EVs the future like NÉE are going to become growth company. They are in the future becoming hybrid company - defensive, dividend and growth/

  • @johnmcquaid7524
    @johnmcquaid7524 День назад

    GOOGL is my largest investment. FFH is my 4th largest investment (GOOGL; CP; Brk.b; FFH; EQB; COST); I continue to purchase FFH when I can. I might borrow your ‘Zero Jerk policy’. Thank-you for the video!

  • @johno1104
    @johno1104 День назад

    I have $12k invested at an average of $25..... Just can't but at current price

    • @cxns155
      @cxns155 День назад

      Don’t get price anchored my G

  • @cianle-ginger802
    @cianle-ginger802 День назад

    Is it possible to get a hold of your valuation model spreadsheet?

  • @gford9988
    @gford9988 День назад

    as always, high quality info. I've been a paying member for about a year. VERY happy with the guidance/analysis that Daniel provides

    • @unrivaled
      @unrivaled День назад

      Thank you! It's the paying members of the UNRIVALED NATION that keeps this channel going!

  • @mechannel7046
    @mechannel7046 День назад

    9:20 cash flow chart 12:20 SHOP still not cheap

  • @johnmcquaid7524
    @johnmcquaid7524 День назад

    Excellent video. Thank-you for your channel!

  • @iakobkv271
    @iakobkv271 День назад

    when Daniel posts youtube video, I am sure stock is expensive and NOT a buy, in advance :D

    • @unrivaled
      @unrivaled День назад

      I'm picky! ruclips.net/video/nsxGizwLTd8/видео.html

    • @johno1104
      @johno1104 День назад

      Because he usually has a very similar but better stock behind the paywall

    • @TwitterVerifed
      @TwitterVerifed День назад

      LOL so true. It's rare Daniel says anything is a buy on this channel, because of that if he does recommend one of his holdings then I assume it's to pump it because it hasn't been performing.

    • @iakobkv271
      @iakobkv271 День назад

      @@TwitterVerifeddont be silly, no 100 Daniels will pump a stock with billions of market cap

  • @howardpratt7962
    @howardpratt7962 День назад

    I have 1000 shares

  • @Martin_Gark
    @Martin_Gark День назад

    Second!!

  • @Mr3ek
    @Mr3ek День назад

    Why touch SHOP when you have likes of BABA

    • @svladylen
      @svladylen День назад

      They completely uncomparable, Chinese vs Can, light assets vs heavy assets, growth vs decline

    • @Zizook
      @Zizook День назад

      Because everyone’s scared to buy it. That’s why

    • @raidtheairwaves42
      @raidtheairwaves42 День назад

      Yea but why SHOP when WMT?

    • @frankydiamond5589
      @frankydiamond5589 День назад

      Thats like comparing tesla and Nio

    • @Chris-vz2kv
      @Chris-vz2kv День назад

      Because one is Chinese the other isn’t

  • @user-vq6hr9im7d
    @user-vq6hr9im7d 2 дня назад

    Great work, enjoyed the video.

  • @vinceyeh4675
    @vinceyeh4675 3 дня назад

    Great analysis. I agree that Sirius is a no moat declining business. Will watch on the sideline to see how this plays out.

  • @bestservedchill1489
    @bestservedchill1489 3 дня назад

    Bought OKLO this morning. Let's see where this goes.

    • @user-he5mt4cl2e
      @user-he5mt4cl2e День назад

      This goes down

    • @bestservedchill1489
      @bestservedchill1489 День назад

      @user-he5mt4cl2e in the short term. If it goes down then that means it's on sale. Time for me to buy more.

  • @Mindaugasx
    @Mindaugasx 3 дня назад

    i smell 10x bagger 📈📈📈📈 Buy buy buy Oklo💵💵💵💵

    • @user-he5mt4cl2e
      @user-he5mt4cl2e День назад

      I hope so, but it's impossible. I'm hopele🤦

  • @antoniogutierrezrodriguez8443
    @antoniogutierrezrodriguez8443 3 дня назад

    Hola todavía ves buena invertir en progyny como la ves gracias

  • @kurt168
    @kurt168 4 дня назад

    54 shares at 97 avg. got in at 88.00

  • @cupajoe640
    @cupajoe640 5 дней назад

    Scam pump n dump

  • @user-movingquote24gmail
    @user-movingquote24gmail 5 дней назад

    100,000 shares of Donald j Trump stock skyrocketing the ticker symbol is DJT

  • @greyzonee8242
    @greyzonee8242 5 дней назад

    SELL IT! it is a flaccid stock. i was burnt by this stock

  • @shubh22u
    @shubh22u 6 дней назад

    Still a buy?

  • @talu1999
    @talu1999 6 дней назад

    Thanks a lot for your review