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Investing General Discussion
- Thread starter Furious
- Start date
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Guest, it's time once again for the massively important and exciting FoH Asshat Tournament!
Go here and give us your nominations!Who's been the biggest Asshat in the last year? Give us your worst ones!
Edaw
Banne̶d
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Blazin
Creative Title
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Blazin
Creative Title
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Daidraco
Avatar of War Slayer
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Theyre buying up entire villages for just low grade quality coal in Germany just to strip mine them. Times are bad, indeed.
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That's China. They can poison themselves, I don't give a shit.
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Sanrith Descartes
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I could be wrong here, but I'm pretty sure the poison they put in their air doesn't just stay there.
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So are you arguing for or against sustainability here?
None of you are actually disputing my original point.
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Sanrith Descartes
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Zzen
Potato del Grande
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Blazin
Creative Title
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This is grownup area of the forum so please use veiled insults, courteous condescension, polite sarcasm, and backhanded compliments rather than name calling.
Diplomatic disdain,civil dismissal, tactful rebuke and mild reproach are also permitted.
Diplomatic disdain,civil dismissal, tactful rebuke and mild reproach are also permitted.
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Palum
what Suineg set it to
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Zzen
Potato del Grande
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My apologies.
Btw, thoughts on RDDT? It is quite the impressive business, when you look at the numbers.
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Sanrith Descartes
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I'm not sure what numbers you are seeing that are impressive. Revenue growth is slowing, while their COGS is good relative to revenue, their non-COGS costs are growing faster than revenue. Their R&D alone is nearly equal to their total revenue (TTM). They don't have an overly large long term debt, but that appears to be because they are doing everything with stock instead.
Zzen
Potato del Grande
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90% gross margin, and capex less than 1% of revenues were the numbers that jumped out at me.
Ability to drive margin by selling data to Google and the market potentially seeing them as the next Meta (which they’re not) is a pretty compelling bull thesis imo. Growth, esp. international, is a concern though.