Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Friday, January 14, 2022
Best Metaverse Tech Stocks Investing for 2022 and Beyond / Companies / Metaverse
By: Nadeem_Walayat
Dear Reader
This is part 2 of 3 of my truly extensive analysis on how to profit form the emerging metaverse. Part 1 - Investing in the METAVERSE Stocks Universe
The whole of which was first made available to Patrons who support my work.
Best Stocks To Profit From the $1+ Trillion Emerging Metaverse Mega-trend
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Friday, January 14, 2022
Get Your Startup Idea Up And Running With These 7 Tips / Companies / SME
By: Steve_Barker
Starting a business is no easy task. It takes a lot of hard work, dedication, and sacrifice. But with the right attitude and these 7 tips, you can get your startup idea off the ground and running in no time.
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Tuesday, January 11, 2022
How to Profit from 2022’s Biggest Trend Reversal / Companies / Electric Cars
By: Stephen_McBride
I’m kicking off 2022 with a big call…
One of the longest-running disruptive trends is set for a surprising reversal this year.
This trend sits at the center of one of America’s largest and most important industries—autos.
Everyone from Ford to GM and Tesla will soon be talking about it. It will be plastered on the front pages of The New York Times and Wall Street Journal too.
Yet virtually nobody has a clue this reversal is coming.
I’m betting this will become one of 2022’s biggest investment stories. And today I’ll show you the one stock set to make a killing from it.
Tuesday, January 11, 2022
What's the Role of an Affiliate Marketer? / Companies / Marketing
By: Sumeet_Manhas
If you visit most of the e-commerce sites, you'll come across the 'become an affiliate marketer' link. Affiliate marketing has gained momentum, although most people don't understand what it's all about.Simply put, affiliate marketing refers to a marketing technique in which an organization pays others to market its services or products. The marketers earn a commission whenever a customer buys the product through their links. Affiliates normally place product links on their blog, app, or website. Once someone purchases the product through the link, the affiliate gets a commission. This helps companies to get more sales hence more profit. However, affiliate marketing may not be a success without support from affiliate managers. These play a central role as far as affiliate marketing is concerned.
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Tuesday, January 11, 2022
Essential Things To Know Before You Set Up A Limited Liability Company / Companies / SME
By: Steve_Barker
When it comes to running your own business, there are a number of important steps involved. One of the most significant steps in any business owner’s life is setting up their own limited liability company. With the market getting back up from the damage caused by the pandemic, now is the best time to set up your company. An LLC allows you to combine the best features of corporations and partnerships so that your business can kick off the way you want. Not only will you have flexibility within your company if you set it up as an LLC, but you’ll also be able to protect all the stakeholders from legal liability. This sounds like a win-win situation, and it actually is. However, there are a few things that you must know before you set up your company as an LLC.
In this article, we’re going to take a look at some of the things you should do before you even go ahead with establishing the company. These steps will make it easier for you to start operating as soon as possible, and you’ll get a head start over others who might start at the same time. So without further ado, let’s get to it and find out the essentials of setting up a limited liability company.
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Monday, January 10, 2022
NVIDIA THE KING OF THE METAVERSE! / Companies / Metaverse
By: Nadeem_Walayat
The GPU King is fast branching out across the AI spectrum, targeting all with it's processing power form Cloud computing to Autonomous vehicles. But you have to PAY TOP DOLLAR for piece of the KING of the Metaverse! And what am I doing? I am SHORT Nvidia! Yikes, that could prove to be a short lived short (stop $352). BUY THE DIP, ANY DIP JUST BUY THE DIP AND THEN FORGET ABOUT IT! I need to practice what I preach where Nvidia is concerned, over thinking can be dangerous to ones portfolio!
The bottom line is virtually every tech stock on my list is a META-VERSE stock! I literally have to do nothing more than to be invested in the stocks on my list (yes I know I don't hold Microsoft, and Apple right now) to be invested in some of the best and safest exposure to Meta-verse stocks.
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Sunday, January 09, 2022
IBM The REAL Quantum Metaverse STOCK! / Companies / AI
By: Nadeem_Walayat
IBM is another sleeping tech giant that the so called the analysts are clueless about.
What comes to mind when you think of IBM ?
It's stock price chart ?
Logo?
What comes to my mind is a quantum computer and then the 2001 Space Oddessy movie Monolith. If you have not watched the movie then watch it even though it is over 50 years old.
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Friday, January 07, 2022
MATTERPORT (MTTR) - DIGITIZING THE REAL WORLD - METAVERSE INVESTING 2022 / Companies / Metaverse
By: Nadeem_Walayat
And lastly MATTERPORT that digitises the real world via it's Pro2 3D camera's by turning image data into 3d models. Of specific interest is that it holds 38 patents and 28 pending patterns in the digitisation of the real world space which is going to make it tough for new entrants to deploy similar systems without having to enter into a licence agreement with Matterport. Matterport is a small cap very high risk stock i.e. Q3 revenue was just $27, 7 million, accompanied with a net loss of $14 million or negative EPS of $0.06. However the numbers mean diddly squat right now for we are looking out across brave new virtual worlds towards which Matterport looks set to play it's pivotal role where for me the key metrics right now are market cap $6.6bn, and shareholder dilution for which it is early days but I strongly suspect they will print a lot of shares in early years at least, which means it's best to bide ones time than to FOMO.
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Thursday, January 06, 2022
METAVERSE - NEW LIFE FOR SONY AGEING GAMING GIANT? / Companies / Metaverse
By: Nadeem_Walayat
I often get asked by Patrons to take a look at Sony, so finally the metaverse may give a reason to own SONY. The problem I have with Sony is that it is a mish mash of divisions from gaming that we want to invest in then there is Sony Pictures and Sony consumer electronics that took a big hit due to the Pandemic. Sony Music which also tends to do well, Sony financials? No not crypto's, just another bolt on, a bit like when the US automakers thought they were banks. Gaming is where the action is at but it only accounts for about 30% of Sony's revenues. Trades on a PE of 18.5, pays a small dividend of 0.34%, Expected EPS of 11% so it's hardly going to do an Nvidia or a Microsoft. On the plus side it does buy back 'some' shares every now and then so no share holder dilution in recent years. It's basically a safe stock if bought at the right price and that right price would be at about 15X earnings. Current price is $121 divided by 18.5 X 15 = $98, so lets see if $98 is possible.
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Thursday, January 06, 2022
Why You Should Register Your Company / Companies / SME
By: Submissions
There are many business owners out there who want to register their businesses, but they avoid some money required to register their businesses. Others don’t want to register their businesses just to avoid paying taxes.
Remember that any person can launch a business. You just need to have a business idea, a product, or a service to sell to your target market. However, to sell a service or product, you may need to legally register your business. There are many good reasons why it makes sense to register your business. This page discusses why you should register your company.
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Wednesday, January 05, 2022
UNITY (U) - Metaverse Stock Analysis Investing for 2022 and Beyond / Companies / Metaverse
By: Nadeem_Walayat
UNITY (U) - RISK 3 OUT OF 10.
Unity is the leading platform for creating virtual games with titles including Pokemon Go and Angry Birds. If or rather when I venture down the yellow brick road of creating my own virtual world it is very highly likely that I will be doing it using Unity because it is FREE! Powerful free software means that Unity already has huge market share as HALF of ALL of the games are made with Unity..
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Tuesday, January 04, 2022
Quantum AI Tech Stocks Portfolio Current State / Companies / AI
By: Nadeem_Walayat
In terms of the AI stocks portfolio this means I am scrapping small nearby limit orders I had for Apple,. Microsoft, AVGO, and LMT, and replacing with more distant limit order, for instance I would be buying significant exposure to LMT at around $300 rather than at my just scrapped limit order of $326. Similarly I amended my LIMIT order to buy more INTEL from $47 to $44 and and IBM from $115 to $108. Though I would not be surprised if both Intel and IBM ROSE whilst the rest of the market fell, hence why I am content to already be mostly fully invested in Intel and IBM.
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Monday, January 03, 2022
AI Tech Stocks Portfolio Updated Buying Levels and Zones Part 2 of 2 / Companies / AI
By: Nadeem_Walayat
Dear Reader
Happy Near Year!
This is the concluding part two of my extensive analysis on the state of the AI tech stocks highlighting several stocks trading at bargain basement levels despite the FOMO rally in the face of the countdown to Financial Crisis 2.0 during 2022.
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Sunday, January 02, 2022
AUTODESK (ADSK) - CAD - Metaverse Stock Analysis Investing for 2022 and Beyond / Companies / Metaverse
By: Nadeem_Walayat
AUTODESK (ADSK) - CAD - $254 RISK - 3 OUT OF 10
Auto desk has been kicking around for literally decades, long before the internet become a thing with it's autocad software that has since mushroomed into over 100 design software packages so as the VR hardware advances then so will the demand for software to design and construct the metaverse's where Auto desk has decades head start on any startups. In terms of financials the companies revenues are growing at a rate of about 20% per annum so doubling sales roughly every 4 years. Trades on a lofty PE of 53, with decent EPS growth of 28%. Though on a high market cap of $56 billion but on the plus side the balance sheet shows a slight reduction in the number of outstanding shares, down form 222 million in 2017 to 219.8 million at the start of 2021. So they don't appear to be a serial shares printer.
The stock chart shows that Autodesk just experienced a sharp drop as the market disliked their latest earnings report for whatever reason.
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Saturday, January 01, 2022
Why You Need A PR Expert For Your Financial Startup / Companies / Marketing
By: Submissions
Public Relations (PR) is a term we’ve heard all too often, usually in conversations concerning the marketing of a business. But not many have a grasp on what it truly means and, more importantly, the benefits that it bears.
Public Relations is all about conveying the right message, to the right people at the right time in an effort to create a stronger brand presence and reputation. A well-developed PR program for your business can help you enhance your marketing efforts. In addition, investing in PR can be transformative for a business's future and profitability.
Organizations that have caught on to this are investing considerable time and resources into staying on top of their PR strategies, and as a result, are generating greater returns.
Friday, December 31, 2021
TENCENT- Chinese High Risk GAMING Metaverse Stock Analysus for Investing 2022 and Beyond / Companies / China Stocks
By: Nadeem_Walayat
Tencent, China's gaming giant's stock price has collapsed under the weight of the communist dictatorships enthusiasm to control the minds of China's masses. They don't want workers to 'waste' time playing video games when they can be busy building skyscrapers even 'ghost' cities that few will ever live in that are already fast crumbling into dust. Still Tencent gives on exposure to potentially hundreds of millions of chinese gamers who are even more eager to seek escape from a totalitarian state into the virtual freedom of virtual worlds.
The financials for Tencent are neither great nor bad, as the corporations' earnings are suffering in response to CCP mafia style interference, demanding their VIG or the corporation will be put up against a wall and SHOT as some have been. Despite this the long-term trend trajectory of the corporations financials appear good i.e. extract short-term noise and look at the big picture and we are are going to see a doubling in revenues and profits over the next 3-4 years which should resolve in at least a doubling in the stock price. The current PE of 20 is the lowest the stocks traded at for at least 5 years so the stock is cheap.
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Thursday, December 30, 2021
Nvidia Leaves planet Earth - AI Tech Stocks Analysis / Companies / Tech Stocks
By: Nadeem_Walayat
Nvidia Leaves planet Earth - $299, PE of 106.
NVIDIA has left planet earth and is off to god knows what destination, probably thinks it's Tesla 2.0, how long before we see CEO Jensen Huang announce plans for an Nvidia space rocket to low earth orbit?
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Thursday, December 30, 2021
Google (Alphabet) AI Tech Stocks Analysis / Companies / Google
By: Nadeem_Walayat
Google $2980, PE 28.7, EC 30.
Earnings 2nd best to Microsoft. Though it is higher risk due to despite all the AI noise remains a one trick pony at heart i.e. an advertising company. So in light of earnings I am raising the buying level a little to $2675 with no firm plans to buy ay more right now.
Google Insiders - Buy / Sell ratio 48%. Buying at $0 cost and then going on to sell at above $2800.
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Wednesday, December 29, 2021
Cathy Wood ARK Garbage Funds Could CRASH By Another 50% During 2022 / Companies / Exchange Traded Funds
By: Nadeem_Walayat
A warning to all the hodlers of such growth tech stocks and funds such as Cathy Woods's ARKK, the price drops may not even be half way done!
You know how much garbage is out there when analysts stop following the fundamentals and pluck metrics out of think air. For instance Price to Earnings is THE primary metric but for many stocks that populate the likes of Cathy Wood garbage funds that doe snot work, so what do they use? Price to Sales? Price to Users, Price to cotton buds in the CEO's bottom drawer!
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Tuesday, December 28, 2021
ROBLOX - High Risk Metaverse Stock Analysis for Investing 2022 and Beyond / Companies / Metaverse
By: Nadeem_Walayat
As you know after dumping 80% of my AI stocks portfolio during the summer months I went on a high risk stocks buying spree, where ROBLOX was at the top of that list along with Western Digital and Corsair given the importance of GAMING, of which the 'metaverse. is a subdivision of. For if it is not already clear, the metaverse's are basically online gaming environments. UNFORTUNATELY, to date I have bought NO ROBLOX, for the reason that I deem the stock to be a lot higher risk than either Corsair or WDC given that it is along way from making any profits. The stock has soared to $125 on the back of Facebook's metaverse announcement and improving financials, though still makes a loss. The stock is trading on an eye watering Market cap of $64bn! That's on annual sales of $1.6 billion.
However the key metric to focus on is the number of monthly users where I am not seeing much growth during the past 3 quarters, though it looks like Roblox tends to get a spike in new users in the final quarter of the year, so Q4 should see a jump in paying users.
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