Stock Deep Dive

03/05/2023

I recently read "The Rebel Allocator" after listening to Jake Taylor on a podcast. He mentioned Charlie Munger called him and said the book was very good and that he should turn it into a movie! If it's good enough for Charlie, it's good enough for me!

I wrote a small review about the book detailing what you can expect out of it if you decide to read it too. Hope you enjoy it!

The Rebel Allocator is a fictional book by Jake Taylor detailing how important it is for a company to allocate capital properly.

01/19/2023

Alphabet is one of those companies I've wanted to invest in for quite a while, but could never justify the valuation. With the recent 40% drop from all time highs, and the presumed threat from AI chat tools like ChatGPT, I finally started a small position.

In this blog post I dig into the business a little bit more, and go over why I think there is still an opportunity at current prices for long term investors.

After 40% drop, Alphabet (GOOG) provides a buying opportunity for long-term investors. Deep dive and DCF calculation to find the intrinsic value

01/14/2023

Chinese companies have began to make a comeback in the first 2 weeks of 2023! Will it continue?!

Alibaba: Up 27.21%
Tencent: Up 7.21%
Prosus: Up 14.57%
JD.com: Up 10.34%
PDD: Up 14.75%
Baidu: Up 16.66%

01/08/2023

Quick Home Depot (HD) DCF valuation!

12/18/2022

“If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes.”
- Warren Buffett

12/08/2022

I wrote an article on why I'm buying Meta, despite the disappointing metaverse thus far! Let me know what you think!

Although Meta has had a lot of bad press about the 'failed Metaverse', the underlying business is still sound. Read here why I rate META stock a Buy.

12/04/2022

Meta's PE ratio of 11 is currently significantly below the 5 years average of 25.7. Do you think Meta is currently undervalued? Or do you think the metaverse will ultimately be their downfall?

I recently started a small position.

11/03/2022

We've added a historical PE Ratio page to the financials section of our website! This allows you to quickly compare current PE Ratio to the historical average. It's currently still in beta and free to use, please let us know if you have any questions/concerns/ideas!

https://www.stockdeepdive.com/financials/AAPL/pe-ratio/

05/06/2022

Netflix share price has dropped over 72% in the last 5 months! Is it time to buy?!

In this blog post a do a deep dive on their business as well as a discounted cash flow analysis to come up with an intrinsic value!

Netflix has had a rough year, dropping over 72%. Does this recent drop make the streaming giant undervalued?