14 күн бұрын
6 ай бұрын
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@ramkhanal2228 4 күн бұрын
Analyst price target are at 21 and buffet average cost is 25.6..
@usrock1 8 күн бұрын
What are the advantages of being a satellite company, Spotify is not a satellite company but online streaming platform and way more profitable than Siri without all the expenses of satellite? Maybe Siri should switch to online streaming instead; bad management.
@Mysterio217 22 күн бұрын
Nice content..you mentioned the key points without BS
@Davidchoii Ай бұрын
I've been really enjoying your videos, including the one about Coupang. Many thanks. But for one point, I'd have to disagree. Jensen Hwang and Lisa Su are the best experts in this field. There's no doubt about that. But that does not mean that their expectations will turn out to be true. Especially in a situation when they are one of the major stakeholders. Jensen Hwang even sold his stocks just after pumping in much excitement to the market. Why would he have done so if he thought that the market would soar 15 to 20 times, and his company keeping the throne with up to 60% (which is, in most industries close to monopoly or oligopoly) market share? I think the figures Jensen called out for should be considered as biased, and maybe the ones that Lisa Su calls should be considered as the bull case.
@Christian-do2pb 2 ай бұрын
Should I still hold Siri? I have it at 3.20 what would you do
@emildesinegube7028 2 ай бұрын
hahaha yes! Did you hold?
@ho2673 2 ай бұрын
I bought shares todayyyyy
@warningsigns4526 3 ай бұрын
evil
@mauricesteijger8636 4 ай бұрын
Dear David, great content and definitely the 2024 opportunity. On 17 June the company announced (SEC filing) a reverse stock split 10:1 Does this benefit the deal for investors? Look forward your reply and best regards
@HosBoba 4 ай бұрын
Mid $2 was a gift 🤷♂️
@HosBoba 4 ай бұрын
Loaded on mid $2 price 🤷♂️
@BarsonlineOrg2013 4 ай бұрын
There is obviously no merger arbitrage, pure FCF investment.....and MOAT.....like almost every car in US has it! :) ....and also the graphic at the beginning makes no sense - comparing KZbin to Sirius - completely different businesses, that has nothing in common, then in big letters there is Spotify, but not Spotify in the graph. If you make a decent graph, then you will see, that Sirius is the market leader, with an infrastructure almost impossible to replicate.
@ronrambo7834 4 ай бұрын
yes why now to merge the 3 stocks..... and add buffets interest.... and apple moving away from apple car play.....why no insider selling back in 2023 when this was planned behind closed doors...
@karma6162 4 ай бұрын
Short and to the point - Great work.
@treelizard99 4 ай бұрын
Your analyses are incredibly engaging and so easy to follow along to. This showed me there isn't any upside from here, even in your bull case, which I think is quite likely. What multiples are you using?
@lionpolis 5 ай бұрын
So which stock should I buy out of the three or more
@charalambosmichael4678 5 ай бұрын
Great analysis. Would love to hear your take on Chinese e-commerce giants.
@popkahchin 5 ай бұрын
keep up the good work
@fplbrunoo858 5 ай бұрын
Love the analysis. The excel sheet uses an exchange ratio of 8.4 of Tracking stocks, but that 8.4 was not a fixed ratio. It's supposed to change due to change in share price of SIRI. Currently at 8.07
@joeindo9174 5 ай бұрын
can you please send me the source for this? like the publication from the company showing the calculation?
@fplbrunoo858 5 ай бұрын
@@joeindo9174 investor presentation
@odesyy 5 ай бұрын
작가님 안녕하세요. 저서에서 도움많이 받았던 학생입니다. RoIC가 왜 감소했는지, 보유한 위성의 가치가 어느 정도 되는지도 궁금한 것 같습니다! 감사합니다
@NolanCardwell-ht3xi 4 ай бұрын
Just people been short on cash once gas prices and food price come down we can save again. And afford Siri XM love it.
@joehill7099 5 ай бұрын
Great analysis!
@kgsh36262 5 ай бұрын
Can anyone explan to me, why Berkshire bought a lot of Liberty Media A and C Shares, but at the same time sell 8,4% of Sirius XM Holdings? Berkshires XM holdings are a lot smaller than the Liberty A and C holdings, so I guess this is not the risk arbitrage play. But if he buys the Liberty Stocks as a value investing, why sell 8,4% of Sirius XM Stocks then? I'm a bit puzzled.
@MrRealestic 5 ай бұрын
Upon conversation they will have approx 1 billion of the 3.4 billion. He's going to hold about 30% maybe more of they buy more now.
@daniell6303 4 ай бұрын
They are cheaper, despite being the same business
@kgsh36262 4 ай бұрын
@@daniell6303 The price difference was pretty much eliminated until Sirius XM climbed heavily leading to the shortsqueeze yesterday. I closed my position, because the price was unreasonably high. Now buying Liberty XM Tracker is again the better play but I will at the moment dont open another position in any of these stocks until the merger happened. Then I will reevaluate.
@robertclarke7411 4 ай бұрын
Very informative
@jimwolfe4286 5 ай бұрын
Thank you you , David .....Great Analysis ! ...I just sub'd your Channel.....
@robertronald9030 6 ай бұрын
share price keep droping - why?
@NolanCardwell-ht3xi 4 ай бұрын
Hopefully you kept adding while whales have been loading. Let's get over 10.00
@ho2673 2 ай бұрын
That is good to add more
@224dot0dot0dot10 Ай бұрын
@@NolanCardwell-ht3xiI am trying to answer the original question so please don't attack me and shoot the messenger when I am trying to be helpful by answering the question.... NASDAQ: SIRI stock price was dropping because - (1) Sirius XM Holdings is losing market share (2) Sirius XM Holdings is losing revenue growth (3) Sirius XM Holdings has gotten behind in the competition for people's attention when they are in their cars We would have to dig around in the financial statements in the SEC filings to get the numbers to explain this story in more detail.
@brunodc5232 6 ай бұрын
Thank you so much for the detailed explanation!
@nicholashanni7023 6 ай бұрын
Why is no one else talking about the merger / spin off
@FinDDYouTube 6 ай бұрын
Please do coupangs earnings updates you always present it very clearly.
@olganatzowski 6 ай бұрын
Long $SIRI all this time. Thanks for your heads up on the arbitrage
@kane7848 6 ай бұрын
Great analysis of Tesla Q1 earnings. Any thoughts on the recent FSD news in China?
@SeongkuanWang 6 ай бұрын
Why did you stop at 2022 instead of 2023?
@lauramolla4198 6 ай бұрын
Since this video was made in August 2023, the 2023 annual report was not yet published.
@c.r.sherman1795 6 ай бұрын
Very interesting analysis, thanks.
@FinDDYouTube 7 ай бұрын
Very useful, thank you
@sergeb4540 7 ай бұрын
it IS just a car company, with a ton of subsidies. The progress they make on tech is not impressive, underwhelming even. FSD is a joke, and they are losing their supercharger mote. I'm buying at 25.
@iCozzh 7 ай бұрын
Fsd 12 is leaps and bounds better than any adas system, teslas manufacturing is levels above the rest of the worlds. Supercharger network opening up = the ability to profit off of every ev on earth & a subscription fee for lower price per kwh.
@sergeb4540 7 ай бұрын
@@iCozzh "Fsd 12 is leaps and bounds better than any adas system" Yes, but only in the US, and still it's far from usable, not mentioning all the other issues "teslas manufacturing is levels above the rest of the worlds" No, wrong sorry. The rest of the world has catch up, or will. "Supercharger network opening up = the ability to profit off of every ev on earth & a subscription fee for lower price per kwh." Sure, but this is far less valuable than having the best charging network only accessible to our consumers.
@iCozzh 7 ай бұрын
@@sergeb4540 So one quick thing first, fsd has only just been trained on nothing but data, no code 300k of c++ code deleted. 1)FSD is limited to the US currently due to the data being the highest and laws being the least strict. China is opening up to it soon however, EU has taken 10 steps back for all adas/self drive. EU now needs you to confirm an action before the car can do so eg yes i want to swap lanes on the highway as i have deemed it safe to do so, sounds fine right? Wrong. Its an absolute pain to live with & cannot save you in emergency situations eg i have to approve for the car to swerve out of the way of danger?! If im having a cardiac arrest i need to approve the car to pull over safely 3 lanes over?! 2) More revenue from superchargers = more funds available to build more superchargers. Take the market cap of shell and a bunch of other gas station companies, i dont think its wrong to say tesla is currently poised to take at least 1/3rd of the charging infrastructure market. Thats huge in itself. Tesla is also building superchargers at a huge profit for those brands to slap their logo on the charger at their forecourt pretending its their own😂. Also left out energy, isnt scaling as quick as i’d like it to but its a very nice side business for the company to be in.
@bidoof4938 7 ай бұрын
I’ve been using Tesla FSD and autopilot systems for almost two years. There has been 0 practical progress on the tech. Nobody will pay for that service. Unless there is a miracle Tesla will be valued as a car company in the coming years
@filippxx 7 ай бұрын
Amazon was just an on-line bookstore, until it wasn't. FSD is definitely a subscription model and the superchargers can easily become one. If you say Tesla is just a car company you acknowledge that all the other legacy car companies are doomed, because while all of them lose money on EVs, Tesla has the biggest margin while also investing in FSD, robotics and stuff.
@nakatanakata2665 7 ай бұрын
But it is just a car company.
@Meishach2112 7 ай бұрын
Well done.
@JonHassellProphecy 7 ай бұрын
once they lose those subsidies it over
@reilagji4752 7 ай бұрын
Good sanity check
@jaeyoungchoi6790 7 ай бұрын
ㅋㅋㅋ 알고리즘이 이걸 보여주네요 여러 언어로 찍으시느냐고 고생이 많으셔요
@HPTeguh 7 ай бұрын
Thanks for this. I was a son of Chevron Employees operating in SEA. I was born on Chevron-operated hospital, lived on Chevron housing environment, went to Chevron-operated schools and universities, and even worked as a contractor on one of Chevron's operation area. So I personally have sentimental feeling for Chevron
@walktravelanddiscover3945 7 ай бұрын
Excellent, thank you.
@123koby 7 ай бұрын
KKRs DE will be 8$ per share in 2026. That is 12.5 current stock price
@Ehhhh123 8 ай бұрын
How does the population crisis in korea affect coupang?
@chinno_328 8 ай бұрын
Hello david, Thank you for your videos. could you take a look at Big lots?
@DavidHong-Investment 8 ай бұрын
Thank you! Will look into Big Lots and try to fit it in!
@politibetjent 8 ай бұрын
Excellent work David :) thanks!
@nimabokhar724 9 ай бұрын
Excellent information, thank you Keep it up
@dashingmozy111 9 ай бұрын
Excellent video. Thanks for posting!
@정다운-t8v 10 ай бұрын
Best analysis ever
@DL-jz1bm 10 ай бұрын
good find
@mrbigcat9 10 ай бұрын
CG too?