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@virtualorgans a sachi-iro no one room shitpost on my timeline? must be a special day
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@criticalsfl @joecarlsonshow @suoda1985 @amitisinvesting @ehelpmann YouTube doesn’t release that data, but, just think about it. YouTube has 122 million daily active users. How many of them come on the platform just to watch a 5min video and then leave? These non-paying users are almost certainly driving the average time spent by a huge amount.
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@amitisinvesting @ehelpmann Netflix has a TTM revenue that’s $6 billion higher, is 100% paying subscribers, is growing faster. But YouTube is worth double?
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@joecarlsonshow @suoda1985 @amitisinvesting @ehelpmann This is not a good way to look at it. Every single Netflix user has to pay to use Netflix, of course they'll spend a lot of time on it.
If you could look at the average time YouTube premium users spent on YouTube every day, it would paint a very different picture.
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@suoda1985 @amitisinvesting @ehelpmann Average Netflix viewer watched for 2 hours per day. Average YouTube user spends about half that per day on YouTube.
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@long_equity I was a little disappointed with the free cash flow but it seems the market liked this earnings report
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@Quality_stocksA might be interesting to do one on Paxman AB, what they're doing seems really cool
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@long_equity Stock price hasn’t really gone anywhere for the past year, feels like a good time to add to the position
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@DrivenXD Not yet but I add it on my backlog. I know it is getting a lot of attention currently
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🎯 10 stocks in my watchlist and my ideal price target
What stocks are currently in your watchlist?
🇺🇸 ServiceNow $NOW $605
🇨🇭 On Holding $ONON $34
🇳🇴 Smartcraft $SMCRT 27NOK
🇸🇪 Bonesupport $BONEX 151SEK
🇺🇸 S&P Global $SPGI $408
🇺🇸 Synopsys $SNPS $424
🇺🇸 Fair Isaac $FICO $825
🇦🇺 Pro Medicus $PME AU$75
🇵🇱 inPost $INPST 13.8€
🇸🇪 CellaVision $CEVI 185SEK
Some targets may seem low but a lot of high quality stocks appear to be very expensive at the moment
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@Quality_stocksA Haha I thought you would! I’ll give the newsletter a try :)
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@DrivenXD You should follow my newsletter 😉
And yeah I like it
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🇺🇸💊 Amphastar $AMPH one pager
🏆 Score 7.0/10
🎯 My fair price estimation is around $70 showing a huge discount
🐂 Bull case
- Significant growth
- Huge discount
- PEG around 0.5
- Great margin (25%)
- Increasing ROIC
- New share buyback program
🐻 Bear case
- "Junk" drug patent issue
- Insider selling despite the price
- Unclear management guidance
- 5y average share dilution (small)
What do you think of the company?

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