Valuing RBLX stock is no easy task given significant uncertainties surrounding the business now
After a rally, stock isn’t cheap — but the valuation is reasonable as long as growth...
Six Flags' latest earnings weak compared to peers
Share price has dropped
Situation offers intriguing investment opportunity
Amusement park operator Six Flags (NYSE:SIX) is not performing well at the...
TTD gained 36% after a strong second-quarter earnings report
TTD seems to be firing on all cylinders
As always, risks remain, including valuation and a still-uncertain online ad environment
Between...
Even adjusting for current losses — and future profits — from streaming, Disney’s valuation is not cheap
Looking forward, there are concerns about almost every aspect of the...
Blowout second-quarter earnings doubly impressive given context in which they were delivered
MELI stock looks expensive — but the company remains profitable amid heavy investments in newer...
Four months after closing on its acquisition of WarnerMedia, WBD looks a lot like the business’s former owner
Streaming does offer upside — but cord-cutting trend threatens Warner Bros....
PayPal was one of the biggest beneficiaries of the market’s pandemic boom
Valuation more reasonable since it lost two-thirds off its value
Revenue growth should resume and cost cuts...
The big crash in DraftKings stock has been driven by the market’s errors last year, rather than an overreaction this year
A $7 billion market cap still seems high relative to current revenue and...
ABNB stock looks attractive, given impressive growth and strong free cash flow
Market share gains in travel and potential expansion into new markets suggest the stock could be a long-term winner
But...
Roku management and Roku bulls framed soft third-quarter guidance as being driven by macroeconomic factors
Yet, declining ad spend alone doesn’t explain 84% decline from highs
Bulls may be...