Dutch Bros - Growth potential and challenges
1. Rapid expansion:
- Dutch Bros $BROS: A fast growing beverage chain since 1992.
- Expansion: almost doubling the number of stores to 912 since IPO in 2021.
2. Revenue growth:
- Total sales: average quarterly growth of 30% since 2021.
- Same stores: Year-over-year sales growth of 4% in the second quarter of 2024.
3. Challenges:
...
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BAIDU "Chinese Google"
Baidu $BIDU , often dubbed the "Chinese Google," is emerging as one of the most promising stocks on the Nasdaq, with predicted growth of up to 102%. The Chinese tech company, which dominates Internet search with more than 52% market share, is still undervalued, according to Wall Street analysts.
- Search and advertising dominance: $BIDU is benefiting...
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DRAFTKINGS AND SPORTS BETTING
DraftKings $DKNG, a well-known sports betting platform, recently received a positive review from Oppenheimer's research department. Analyst Jed Kelly expressed confidence in the company's growth potential, despite the stock's approximately 2% decline this year.
- New Customer Recruitment: Kelly believes $DKNG has an opportunity to become a leader in...
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The stock looks expensive, plus it's not a stock I want in my portfolio as I don't like the business that much.
SoundHound Ai and voice AI
Company $SOUN is known for its focus on conversational artificial intelligence, particularly in the area of voice recognition and intelligent voice assistants. While its technology is gaining attention and support on Wall Street, the company's financial results remain mixed. Revenues may be growing, but the pace of growth is slowing, and despite many...
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Why is it that they have so little, in fact almost no, debt? Are they taking money from investors? That would make the most sense to me.
HERCULES CAPITAL - INVESTING IN TECH AND BIO BUSINESSES.
Hercules Capital $HTGC is a major business development company (BDC) that specializes in investing in technology and life sciences companies. Since its founding in 2003, the firm has invested more than $20 billion in over 650 companies, making it one of the major players in its sector. As a BDC, Hercules Capital is...
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The fall is huge in one day. The dividend is also quite high. It may be great for stock holders to possibly buy in, but I'm definitely not going to start a new position. From the banking sector, I'm still holding only $JPM:)
VERTIV HOLDING: AI AND DATA CENTRES
Shares of Vertiv Holdings $VRT have seen a 25% decline over the past month, which can be attributed to the broader trend in the technology sector, particularly as it relates to AI-focused stocks. Still, Wall Street is bullish on Vertiv, as evidenced by the fact that all 14 analysts who follow the company recommend its stock as a buy.
Financials...
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I see the share price took a ride with the CrowdStrike incident. That's the risk of doing business in the same industry. However, nothing has changed fundamentally on the company and this decline can be exploited to the maximum :)
Super Micro Computer: Investment Analysis
Company OverviewSuper Micro Computer $SMCI is a major player in the artificial intelligence (AI) and cloud computing industry. The company provides a wide range of server and storage solutions that are critical to modern data centers and computing infrastructures.
Strong Financial Results:- $SMCI has shown strong financial results, with...
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The stock, thanks to the fallout from the results, gets interesting. So even if the growth is slower than expected, it's a good company. I wouldn't be afraid to wait on a potential purchase just yet.
Fortinet: Overview and Investment Potential
Fortinet, Inc. $FTNT is a long-time leader in network security, serving enterprises and government agencies worldwide. With more than 20 years of experience, Fortinet focuses on various aspects of cybersecurity, including Secure Access Service Edge (SASE) and Security Operations (SecOps), and integrates advanced technologies such as...
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Well, that's where I'm catching on :) Fortinet is a great company. The stock is now only higher for me than my purchase price would be, but for those who have already purchased it it must be great.
It can certainly be interesting. Personally, however, I'm definitely not into it, and I want to pick dividend stocks myself.
Lemonade Inc (LMND): revolutionizing the insurance industry through AI
Lemonade Inc $LMND is an innovative insurance company focused on renters, homeowners, life, auto and pet insurance. Founded in 2015, the company has been using artificial intelligence (AI) to differentiate itself from the competition since its inception. Lemonade targets younger generations and emphasizes...
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Well, I don't know here. I'd rather just run away fast based on the chart. It's too much speculation and speculation - for me. The loss is still high.
Palo Alto Networks and cyber security
-Cybersecurity Leader: Palo Alto Networks $PANW is the world's leading provider of cybersecurity solutions and the largest company in the industry in the US by market capitalization.
- Comprehensive Platform: Offers firewalls, cloud security, threat intelligence and endpoint protection, providing a comprehensive solution for protecting...
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I know this company exists🤣 but I haven't looked into it in any detail. I am very interested in this sector and would love to have some stocks from this sector in my portfolio. So thanks for the tip, I'm looking forward to it.
AbbVie (ABBV) - Attractive long-term investment from the healthcare sector
Why $ABBV is an interesting choice:
- The success of new drugs:
- Skyrizi and Rinvoq offset losses from Humira.
- Sales for Skyrizi up 48% and Rinvoq up 59%.
- Promising growth potential for$ABBV :
- The $10 billion acquisition of ImmunoGen and the planned $8.7 billion acquisition of Cerevel...
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For me, this is a very high quality company that last year and this year will reduce earnings per share. However, growth should return in the coming years. The dividend is also attractive. The potential for the future is certainly there.
Under Armour - Strong financial results and strategic steps for a better future
- Gross margin $UAA:
- Q4 fiscal year 2024: Increased 1.7% to 45%.
- Full fiscal year 2024: Increase to 46.1%, an improvement of 1.3%.
- Causes of improvement: Reduction in product and transportation costs due to supply chain improvements.
- Negative factors: Exchange rate effects and increased...
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The products are great, but as an investment, it doesn't appeal to me. If I had to pick something from this industry, it would be $NKE, but I recently sold that one too.
Etsy: Online shopping
- Etsy $ETSY offers an online marketplace for handmade and vintage items from artisans around the world, making it well-known among online buyers.
- In earlier phases of the pandemic, $ETSY saw a surge in sales as people preferred to shop online from the comfort of their homes. However, the recent period has brought some challenges, especially in the face...
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Cloudflare: A look at the growth opportunity
-Provider:Cloudflare $NET is a leader in providing cloud services and cybersecurity solutions to businesses worldwide.
-Strong start to 2024:Cloudflare $NET started the year with strong growth, thanks to successful results in February, which triggered a significant increase in its share price.
- Market Disappointment: However, the...
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Nice company. I'd just wait for some sign of growth in margins here. They hit a plateau in 2020 and have stayed there ever since. Once management manages to adjust this to maintain current cashe a. debt levels, I'll be interested.