TUBInvesting @InvestingTub
A Contrarian investor, school of thought is to deep dive into small caps rather than big tech. As quoted by Peter Lynch - to find them before Wall Street does tubinvesting.com Singapore Joined May 2021-
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Earlier today, a friend shared with me that his belief is that Tesla $TSLA is facing significant challenges due to China's extensive production and distribution of electric vehicles (EVs). In short, the dumping of EVs globally. This perspective prompted me to realise why…
My opinion on the reason why companies report better results but the share price just goes down. My view is Wall street is buying alt coins or bitcoin anticipating halving. Money has to go somewhere.
Buy when there are rumors of Israel strike taking place. Sell when the Israel strike actually took place (if you are trading). If it falls further, buy more if you are investing.
$APPS
There are many people that suggested calling the ambulance, but sometimes an ambulance takes time... And depending on situation, sometimes that amount of time is a decision between life and death.
There are many people that suggested calling the ambulance, but sometimes an ambulance takes time... And depending on situation, sometimes that amount of time is a decision between life and death.
Amazing story!
The red sea situation is real. Some of the goods deem to have reach the destination is still on the way.
The ugly truth is that when SBF gets released. He might still have an easier time finding a job than an average Joe and probably earn more than an average Joe.
Follow up on My Geo Energy Resources ("GES") (SGX: RE4.SI) Article: Discover why GES is poised for success in 2024! Leveraging China's surging power demand and strategic acquisitions, GES is set to capitalize on the AI and Bitcoin mining craze. Find out how this…
As interest rates is forecast to trend lower, this Singapore REIT looks poised for gains thanks to its stable assets, strong occupancy, and attractive yield. Time to ride the REIT recovery? Click on the link to know which REIT I chose! tubinvesting.com/2024/03/riding…
CEO changes created uncertainty at $HUT. I took a closer look at the potential issues and analyzed if my bullish thesis still held. Read my deep dive on why I ultimately decided to exit (sort of) my position in this #Bitcoin miner. seekingalpha.com/article/467923…
Don't miss out on this time-sensitive trading opportunity! This article delves into an intriguing investment prospect with Geo Energy Resources Ltd $RE4.SI - a Singapore listed company. Discover how you can capitalize on the upward pressure expected to drive the share price to…
People are saying AI will define our next decade. But I am also thinking either weapons or clean energy might be the defining industry in the next decade. The world is becoming more and more messy. The solution to these messes will be the defining industry.
Another update on my view on $APPS. Probably will write an article. But in the thread below, I believe @3Plantey2 and @Dancroftb are discussing about the new business, debt holding and what the future. I have already given my thoughts about management and DT in my past tweet. But…
Another update on my view on $APPS. Probably will write an article. But in the thread below, I believe @3Plantey2 and @Dancroftb are discussing about the new business, debt holding and what the future. I have already given my thoughts about management and DT in my past tweet. But…
I am not a bear, macro bear or any sort of bear. In fact I am a much bigger bull than many of you think. Nevertheless, I smell a retraction soon. Stay cautious. Really cautious.
FT @financethoughts
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@InvestingTub That's one thought, where supply > demand and needing some time to absorb it But if #Bitcoin goes much higher and if they make a bunch of money off fees, it may not matter Honestly, it's such a small market cap anyway, offering is going to get counteracted by irrationality if a…
@FlashGekko @valueventurez @LuisGH2020 @InvestingTub Maybe you want to look into some of them and diversify if you have too much in apps or others. Then you're more likely to gain when the macro turns and company specific execution shines.
@FlashGekko @valueventurez @LuisGH2020 @InvestingTub Any company can have a big price target if you skip the step of survival, so just position based on the odds there. I have lptv, onfo, apps, stks, aehr as my higher risk bets and I assume some will not survive there, but that others will compensate. 👇
@3Plantey2 @valueventurez @LuisGH2020 @InvestingTub In @3Plantey2 we trust. $30!
@LuisGH2020 @valueventurez @InvestingTub Had the market/macro gone in their favour their predictions may well have come to pass since smaller players generally benefit more from ad spend saturation on big players.
@LuisGH2020 @valueventurez @InvestingTub The predictions didn't take into account bad macro, nor did their decision to take on debt. The issue isn't them "overpromising", the issue is the untimely use of debt, they really should have used more shares, imo that goes for all acquisitions unless they are non cyclical.
@3Plantey2 @valueventurez @InvestingTub Well, the problem with the debt has to do with their bad decisions in ‘21. They overpaid for acquisitions and OVER-promised massively. They projected then $1B in EBITDA in 3-5 years😫. The estimate for 2024 is $90M after reaching $195M in 2022. We are questioning survival 🤷🏻♂️
@3Plantey2 @FlashGekko @valueventurez @InvestingTub Well, if they survive, and the ad mkt for apps comes back, it will surely reach $30
@FlashGekko @valueventurez @LuisGH2020 @InvestingTub If they survive the debt I think $30 is likely.
@valueventurez @LuisGH2020 @InvestingTub They've created massive value, if a 200% 19-23 AEBTIDA cagr and a 60% revenue cagr 17-23 isn't value, then you're delusional. Debt is the only concern.
@3Plantey2 @LuisGH2020 @InvestingTub It doesn’t matter if they reinvent themselves if they destroy shareholder value while doing so.
@3Plantey2 @valueventurez @LuisGH2020 @InvestingTub Shrimpey, what do you think the target price for $APPS stock should be? Considering how they keep "reinventing" themselves.
@valueventurez @LuisGH2020 @InvestingTub They then expanded with singletap, DT hub/folders, notifications, and acquired mobile posse that has reoccurring revenue via web ads & own in app ads.... Then they went for the in app market and acquired fyber, adcolony, appreciate, now they're going for the Shopify of app stores
@valueventurez @LuisGH2020 @InvestingTub They have consistently executed extremely well, constantly innovating and expanding the TAM via acquisitions+ new products. They have an insane revenue & ebitda cagr. Consider that originally the company just installed apps onto phones, there's not much reoccurring revenue there
@valueventurez @LuisGH2020 @InvestingTub This company literally does not stop reinventing itself!!!
@3Plantey2 @LuisGH2020 @InvestingTub Outside of their inability to lower debt, curious to hear why you consider $APPS well-managed overall. Maybe I'm missing something, have judged this more by the stock price freefall.