Just want to provide a little constructive criticism. I watch most of your videos. I have noticed a trend where almost all of them you end up having a more negative opinion on the stock in your video. Would be great to see some where you are more interested in the opportunities. Just my 2 cents. You do a great job and I like your style of analysis.
@Zaynutdinov5 ай бұрын
He keeps those for paid members. So you would need to subscribe to gain access to that kind of insight.
@ejimenez56025 ай бұрын
Agree 100% with Brian.
@gman22335 ай бұрын
@@Zaynutdinovthis
@freeasabird2865 ай бұрын
Totally agree
@ExcelMark5 ай бұрын
💯
@davidp2525 ай бұрын
It's been a long time since you've covered a good idea here. With all of your decent ideas locked behind a paywall, it makes me ask myself if I should be spending my valuable time somewhere else.
@gman22335 ай бұрын
Why? Here’s the thing, he doesn’t buy very frequently. And the videos on KZbin might help you and others who are thinking of starting a position or are holding. I don’t think it’s unreasonable to get access to his buys via a cheap subscription you can cancel whenever
@Chris-vz2kv5 ай бұрын
It could actually be undervalued now. Just depends on if management pulls through with profitability promise. This could pop 30% if they show any signs of it next earnings.
@xander-0125 ай бұрын
Forward PE od 130. Its not undervalued in any sense.
@dodod154195 ай бұрын
@@xander-012 thats because they continue to lower forward profit margins every quarter. if u speculate that management fixes internal issues then FPE could be chopped in half, thats why some people say they sandbagged hard. You need to look at the actual context instead on being fixated on random ratios that can be financially engineered bud.
@FKAS84105 ай бұрын
Any company that gives nearly 50% of revenue in stock compensation doesnt exist for rheir shareholders and should be avoided
@JamesHall-lm8ql5 ай бұрын
love these insider buying reviews Daniel
@unrivaled5 ай бұрын
More to come!
@Rowan1265 ай бұрын
Berkshire got in at $115 if I remember and doesn't look like they sold yet but could be wrong. Personally I think they are going through growing pains as they pivot to AI /ML over traditional Data Warehousing. I also reckon private equity or the likes of Google/Amazon/Microsoft will be sniffing around as a potential buy out candidate. New CEO is ex Google as you know and comes from an AI background so can see him wanting to be absorbed / private. I'm definitely down on my position notably but at these levels I'm looking to average down. Good video and fan of the channel for a few years, thank you.
@foodreligion784 ай бұрын
My daughter is fresh graduate,she brought 20 snow ❄️ flake @ 140, can she hold?
@crusaderkumar28684 ай бұрын
145 yesterday ❤❤wow... great move
@out4fun580Ай бұрын
Still a great move?
@ASenseofCapital5 ай бұрын
Following SNOWFLAKE since roughly 3 years. All I can say this stock was never that cheap but on the other hand, I always had the feeling it's valued for a premium even though/because investors don't understand the business... (I'm still not invested because I don't get it, too. Haha)
@mattanonysaurousrex5 ай бұрын
I think the Bull case is that their opportunity is so big, that they will continue growing +20% for the next decade and it will always trade at a premium. I like their opportunity, but this thesis is a bit speculative for me, outside of maybe making a small trade.
@grantx28195 ай бұрын
I see a few billionaires buying SNOW stock , and im thinking about buying 11 shares. Should I buy more do people see it being bullish or bear? Please advice thank you ! Also Im now holding 150 shares of NVIDA should i hold or seLL?
@stevenbond46375 ай бұрын
150 shares of Nvidia, wowzers, I'd sell them all, but advice to you would be sell some at least. I think Stanley Drukenmiller recently sold about 70% of his or something, that lads one of the top handful of investors in the last half century, and Nvidia is gone up God knows how much since. Nvidia sell chips, that's cyclical, when Meta etc. buy them they may well be buying up stock for the next few years because they know we get shortages and it's cyclical, it'll likely go back to chips down and enterprise software up in next couple of years or whatever, I nearly own 11 shares of Snowflake at these prices and I'd have to sell my house to get 150 Nvidia :)
@ATM17895 ай бұрын
@@stevenbond4637 Nah, I had 14 shares yesterday , and today I have 140. The 10 for 1 split went into effect today. Each share went from $1,200 to $120.00.
@stanisgmi5 ай бұрын
What about the rumoured breach?
@petertratz80165 ай бұрын
Great Video 🎉
@unrivaled5 ай бұрын
Thank you! 😁
@RVMKrishna5 ай бұрын
Why didn’t you do this when the stock was $230 odd, 3-4 months back why now?? when it has fallen by more than $100, trading below than 52 week lows. postmortem analysis and projections of little use.
@unrivaled5 ай бұрын
I'll do one even better: kzbin.info/www/bejne/boe5p3amibBlY8k
@the_investor98365 ай бұрын
I never understood the people who were buying this overpriced stock in the 400s even now its a relatively pricey stock. My guess is also it will go significantly lower as valuation is way too high here
@mkmfarmlands34965 ай бұрын
Hi
@JayEquity-jl6ti5 ай бұрын
You dropped the ball on this one. 🗑
@unrivaled5 ай бұрын
Not sure I follow.
@goldenstars51815 ай бұрын
SNOW is really UNDERVALUED, that's been my opinion. Sure enough, shorts down nearly 30%, to 7m from 10m.. That confirmed my calculation of SNOW. At a time like this all stocks' shorts UP, to see SNOW short down by 30%, it's says a lot.. Price to Sales 10 for next year, adjusted for CASH on hand.. That is cheap. Shorts, the real shorts are banks, hedge funds, if they covered and reduced their shorts by 30%, and it matched my calculation, it's confirmed.. You forgetting SNOW has near $5 BILLION CASH. Free Cash Flow. SNOW is one of the very few tech software that's still Griwung 33%-41%..