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“So, my base case is based on these. They're able to recover their FCF margin. And also the growth stabilizes without any re-rating of the price to earnings, I see a 46% upside from here.”
@We Study Billionaires
Long Meta: despite market fears over a $135 billion AI capex buildout, the company's massive ad revenue, strong distribution, and disciplined cost management point to a 46% upside without needing multiple expansion.
METALONG@ $579.31
$565.94-2.31%
since call Jun 21
peak +18.5%
“And it's not only trading at a 52-week low or near that, but near a 7-year low... I would say that Adobe is an incredible cheap product for the value that it provid”
@We Study Billionaires
Long Adobe: trading near a 7-year low due to overblown AI fears, the company benefits from massive switching costs and human inertia, as creative professionals have no incentive to abandon the industry standard that costs a fraction of their overall expenses.
ADBELONG@ $195.77
$254.55+30.03%
since call Jun 21
peak +36.0%
“On a sort of DCF basis, I think you can get to about $220. I think it's worth about It's trading at about 167 today. So, the question is is that enough of a discount for those risks?”
@We Study Billionaires
Long Booking Holdings: the stock is trading at a discount around $167 due to fears of LLM disintermediation, but its durable network, capital-light model, and ongoing buybacks make it a strong value with a DCF target of $220.
BKNGLONG@ $170.53
$195.60+14.70%
since call Jun 21
peak +18.9%
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