らくだの米国株投資
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$Palantir (PLTR.US)$
666 votes to go up from here 🖐️
666 votes to go up from here 🖐️
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らくだの米国株投資
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$Nu Holdings (NU.US)$
$Inter & Co (INTR.US)$Following you, Nu made a good financial statement too!
Is the cause of concern a slight increase in bad loans? Since it is an unsecured loan for low-income earners, there is an unfortunate aspect, but that has probably already been factored in as a preliminary step to customer acquisition containment → omnichannel.
I expect it to rise to around $15 to $16 this year. Well, if it falls down, it's just a diaper. No, pee.
$Inter & Co (INTR.US)$Following you, Nu made a good financial statement too!
Is the cause of concern a slight increase in bad loans? Since it is an unsecured loan for low-income earners, there is an unfortunate aspect, but that has probably already been factored in as a preliminary step to customer acquisition containment → omnichannel.
I expect it to rise to around $15 to $16 this year. Well, if it falls down, it's just a diaper. No, pee.
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らくだの米国株投資
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EPS:(Expected 27¥)57
Net sales:(estimated 165.7 million dollars)$167.6 million
Sales growth rate:45% YoY
Sales guidance for the next fiscal year:(Expected 176.9 million dollars) 175 million dollars to 177.5 million dollars
(median of $176.25 million)
The financial results themselves were very good, but due to a slight mistake in the guidance forecast for the next fiscal year, it is unlikely that it will fall close to 1:00 -20%...
While this EPS rise and growth rate continues to be shown, I feel that this evaluation is clearly an underestimate, so keep it as it is.
If it falls further and falls to the point where the base price can be lowered, they will buy more.
$Duolingo (DUOL.US)$
Net sales:(estimated 165.7 million dollars)$167.6 million
Sales growth rate:45% YoY
Sales guidance for the next fiscal year:(Expected 176.9 million dollars) 175 million dollars to 177.5 million dollars
(median of $176.25 million)
The financial results themselves were very good, but due to a slight mistake in the guidance forecast for the next fiscal year, it is unlikely that it will fall close to 1:00 -20%...
While this EPS rise and growth rate continues to be shown, I feel that this evaluation is clearly an underestimate, so keep it as it is.
If it falls further and falls to the point where the base price can be lowered, they will buy more.
$Duolingo (DUOL.US)$
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$SNOW caught a falling knife
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Pre-sale is lowered due to PLTR insider sales 😭
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I also bought it from Bankame for the same price of $48. Upgrades are ongoing.
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