RAST
@rastapp.bsky.social
oatly’s stock value went from 570$ in ‘21 to … 13$ today 😅. Buuut our calculations show that it is actually finally undervalued!
It may end up turning into a cash cow (pun shamelessly intended)
It may end up turning into a cash cow (pun shamelessly intended)
July 15, 2025 at 8:58 AM
oatly’s stock value went from 570$ in ‘21 to … 13$ today 😅. Buuut our calculations show that it is actually finally undervalued!
It may end up turning into a cash cow (pun shamelessly intended)
It may end up turning into a cash cow (pun shamelessly intended)
+50% for Reddit since April, on par with its user growth. we saw it coming, did you?
July 12, 2025 at 7:06 AM
+50% for Reddit since April, on par with its user growth. we saw it coming, did you?
- US: let’s make the world freak out by using bombs
- Stocks: mmmh not impressed, we’re still positive
- Stocks: mmmh not impressed, we’re still positive
June 24, 2025 at 2:23 PM
- US: let’s make the world freak out by using bombs
- Stocks: mmmh not impressed, we’re still positive
- Stocks: mmmh not impressed, we’re still positive
Remember what happened with the subprimes? Take a sit, we’re going for another ride
April 29, 2025 at 7:28 AM
Remember what happened with the subprimes? Take a sit, we’re going for another ride
Good news for companies like Affirm. Bad news for virtually everybody else.
April 28, 2025 at 2:18 PM
Good news for companies like Affirm. Bad news for virtually everybody else.
+20% for Peloton interactive: investors finally woke up. It's been over a year that we keep telling people that it is undervalued, nobody listens to us.
#Valuation #Peloton #PTON
#Valuation #Peloton #PTON
April 28, 2025 at 1:07 PM
+20% for Peloton interactive: investors finally woke up. It's been over a year that we keep telling people that it is undervalued, nobody listens to us.
#Valuation #Peloton #PTON
#Valuation #Peloton #PTON
So Tesla reported massive losses and the stock went up.
That’s like telling my wife I crashed the car and she gives me the keys to hers.
#Tesla #TSLA #Valuation
That’s like telling my wife I crashed the car and she gives me the keys to hers.
#Tesla #TSLA #Valuation
April 24, 2025 at 9:43 AM
So Tesla reported massive losses and the stock went up.
That’s like telling my wife I crashed the car and she gives me the keys to hers.
#Tesla #TSLA #Valuation
That’s like telling my wife I crashed the car and she gives me the keys to hers.
#Tesla #TSLA #Valuation
aaaand Duolingo's jumping into teaching other things than languages. Its paid subscribers are already growing and won't slow down before 2030.
But if Duolingo successfully enters new markets, the growth may very well be exponential.
But if Duolingo successfully enters new markets, the growth may very well be exponential.
Duolingo is getting a chess course
Duolingo is getting a chess course
The language of chess.
buff.ly
April 22, 2025 at 8:17 AM
aaaand Duolingo's jumping into teaching other things than languages. Its paid subscribers are already growing and won't slow down before 2030.
But if Duolingo successfully enters new markets, the growth may very well be exponential.
But if Duolingo successfully enters new markets, the growth may very well be exponential.
investing in 2025 be like
April 15, 2025 at 8:00 AM
investing in 2025 be like
Is this finally a short moment where tech stocks are not so overvalued?
#Intrinsicvaluation #valuation
#Intrinsicvaluation #valuation
April 14, 2025 at 8:14 AM
Is this finally a short moment where tech stocks are not so overvalued?
#Intrinsicvaluation #valuation
#Intrinsicvaluation #valuation
Ouch, Nike down 10% thanks to Trump’s tariffs.
April 3, 2025 at 3:36 PM
Ouch, Nike down 10% thanks to Trump’s tariffs.
Reposted by RAST
▓▓▓▓▓░░░░░░░░░░░░░░░ 25.00%
April 2, 2025 at 6:00 AM
▓▓▓▓▓░░░░░░░░░░░░░░░ 25.00%
POV: lad being fed up with the current stocks valuations
April 1, 2025 at 8:42 PM
POV: lad being fed up with the current stocks valuations
You may be surprised, but Palantir does have other customers than the US government. This customer base is actually growing nicely, with a plateau that should not be coming before 2028.
#Palantir #Valuation #PLTR
#Palantir #Valuation #PLTR
April 1, 2025 at 4:03 PM
You may be surprised, but Palantir does have other customers than the US government. This customer base is actually growing nicely, with a plateau that should not be coming before 2028.
#Palantir #Valuation #PLTR
#Palantir #Valuation #PLTR
February 26, 2025 at 3:15 PM
affirm's 'buy now, pay later' motto is thriving. Good for them, but bad for people's wallet in the long-term.
and they are not slowing down any time soon :(
#affirm #intrinsicvaluation #valuation #afrm #$afrm
and they are not slowing down any time soon :(
#affirm #intrinsicvaluation #valuation #afrm #$afrm
February 26, 2025 at 12:45 PM
affirm's 'buy now, pay later' motto is thriving. Good for them, but bad for people's wallet in the long-term.
and they are not slowing down any time soon :(
#affirm #intrinsicvaluation #valuation #afrm #$afrm
and they are not slowing down any time soon :(
#affirm #intrinsicvaluation #valuation #afrm #$afrm
People got a bit too excited about Spotify's valuation: it would need to have a 50% gross margin to justify its current valuation.
Subscribers would need to listen to a whole lot more of Joe Rogan instead of Taylor Swift for that, which is unlikely
#valuation #InstrinsicValuation #Spotify #Rogan
Subscribers would need to listen to a whole lot more of Joe Rogan instead of Taylor Swift for that, which is unlikely
#valuation #InstrinsicValuation #Spotify #Rogan
February 7, 2025 at 8:38 AM
People got a bit too excited about Spotify's valuation: it would need to have a 50% gross margin to justify its current valuation.
Subscribers would need to listen to a whole lot more of Joe Rogan instead of Taylor Swift for that, which is unlikely
#valuation #InstrinsicValuation #Spotify #Rogan
Subscribers would need to listen to a whole lot more of Joe Rogan instead of Taylor Swift for that, which is unlikely
#valuation #InstrinsicValuation #Spotify #Rogan
Reposted by RAST
Bring back software that makes me feel like any of the people in this photo
January 24, 2025 at 4:37 AM
Bring back software that makes me feel like any of the people in this photo
Sooo Netflix managed to beat our best growth case scenario:
- We predicted 293M paid subscribers in Q4 ‘24
- Netflix recorded 302M (!)
Looks like people do care about Jake Paul 🥲
#Netflix #Subscribers #Valuation #IntrinsicValuation
- We predicted 293M paid subscribers in Q4 ‘24
- Netflix recorded 302M (!)
Looks like people do care about Jake Paul 🥲
#Netflix #Subscribers #Valuation #IntrinsicValuation
January 23, 2025 at 4:01 PM
Sooo Netflix managed to beat our best growth case scenario:
- We predicted 293M paid subscribers in Q4 ‘24
- Netflix recorded 302M (!)
Looks like people do care about Jake Paul 🥲
#Netflix #Subscribers #Valuation #IntrinsicValuation
- We predicted 293M paid subscribers in Q4 ‘24
- Netflix recorded 302M (!)
Looks like people do care about Jake Paul 🥲
#Netflix #Subscribers #Valuation #IntrinsicValuation
Me every time I try to recall a company’s ticket symbol
January 22, 2025 at 11:43 AM
Me every time I try to recall a company’s ticket symbol
January 21, 2025 at 6:44 PM
Is the new Switch going to follow the same S-Curve?
Buckle up - it’s been quite a ride.
#Nintendo #Switch #Switch2 #Valuation
Buckle up - it’s been quite a ride.
#Nintendo #Switch #Switch2 #Valuation
January 21, 2025 at 7:26 AM
Is the new Switch going to follow the same S-Curve?
Buckle up - it’s been quite a ride.
#Nintendo #Switch #Switch2 #Valuation
Buckle up - it’s been quite a ride.
#Nintendo #Switch #Switch2 #Valuation
Reposted by RAST
startup idea: datadog, but for cat people.
datadog is a $48b company. there are about 3 dog people for every 2 cat people. using this ratio, we can comfortably assume DataCat would be a $30b startup.
who is building this?
datadog is a $48b company. there are about 3 dog people for every 2 cat people. using this ratio, we can comfortably assume DataCat would be a $30b startup.
who is building this?
January 17, 2025 at 7:00 PM
startup idea: datadog, but for cat people.
datadog is a $48b company. there are about 3 dog people for every 2 cat people. using this ratio, we can comfortably assume DataCat would be a $30b startup.
who is building this?
datadog is a $48b company. there are about 3 dog people for every 2 cat people. using this ratio, we can comfortably assume DataCat would be a $30b startup.
who is building this?
Jira sucks. But Atlassian is working on it. And shareholders like it.
#Valuation #IntrinsicValuation #Stock #Atlassian #Jira
#Valuation #IntrinsicValuation #Stock #Atlassian #Jira
January 20, 2025 at 9:42 AM
Jira sucks. But Atlassian is working on it. And shareholders like it.
#Valuation #IntrinsicValuation #Stock #Atlassian #Jira
#Valuation #IntrinsicValuation #Stock #Atlassian #Jira