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Ash Anderson
United States
Приєднався 13 вер 2011
I make videos that intersect finance and technology. Covering tech from a financial point of view and making breakdowns of the companies that you're most interested in.
Buy The Close, Sell The Open -- Testing Trading Strategies in Python
In this video, we're exploring a commonly quoted trading strategy: buy the close, sell the open. We're looking to answer the question: does it work?
We backtest the strategy from January 2016 through till today and utilize different timeframes. All the code is shown for those that want to follow along.
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Find me on Twitter: ashjanderson
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Note that this is not an offer to buy or sell securities and the information presented in this video is for entertainment purposes only. Please do your own due diligence before investing.
We backtest the strategy from January 2016 through till today and utilize different timeframes. All the code is shown for those that want to follow along.
******************************************************************************
Find me on Twitter: ashjanderson
******************************************************************************
Note that this is not an offer to buy or sell securities and the information presented in this video is for entertainment purposes only. Please do your own due diligence before investing.
Переглядів: 56
Відео
Building a Fintech Stock Index: Tracking Market Trends
Переглядів 36Місяць тому
In this video, we explore the creation of a comprehensive Fintech Stock Index designed to track market trends and compare performance against the S&P 500. This index includes equities based on specific criteria to ensure relevance and reliability in the fintech space. Criteria for Inclusion: * Market Cap: Equities must have a market cap above $250 million. * Revenue Growth: Equities should show...
Trading Bitcoin with Python: A Basic Alpaca Bot Using Moving Averages
Переглядів 155Місяць тому
In this video, I introduce Alpaca and show how I built a simple Bitcoin trading bot using Python. You'll see the basics of setting up Alpaca, connecting it to a Python environment, and implementing a trading strategy based on moving averages. This video is ideal for those interested in automated trading and looking to see a practical example of a crypto trading bot in action. By the end, you'll...
Toast Explained: Transforming Restaurant Management | A Deep Dive into Toast
Переглядів 83Місяць тому
A deep dive on Toast, the innovative SaaS provider that’s transforming restaurant management. In this video, we’ll explore everything you need to know about Toast, from its comprehensive suite of hardware and cloud-based software solutions to its impactful financial services like Toast Capital. Founded in 2011, Toast has quickly become a popular choice for restaurants of all sizes, offering use...
Adyen's 2023 Performance and Future Outlook | Key Highlights and Strategic Insights
Переглядів 239Місяць тому
A deep dive into Adyen's 2023 performance and what the future holds for this global payments powerhouse. We’ll cover: - Adyen's Core Business: A quick refresher on what Adyen does and why it’s a game-changer in the payments industry. - 2023 Highlights: Key metrics and performance indicators, including Total Payment Volume (TPV) nearing €1 trillion and how existing customers are driving growth. ...
Fintech Explained: Leading Companies and Emerging Trends
Переглядів 164Місяць тому
In this video, we dive deep into the ever-evolving fintech landscape. Discover how financial technology is transforming the way we handle money, make payments, and access financial services. We'll cover the history of fintech, starting with pioneers like PayPal and moving through the rise of companies like Stripe and Square. You'll learn about the major segments within fintech, including paymen...
Basic Quant Model: Predicting AAPL Stock Prices with Python | Pandas, yfinance, scikit-learn
Переглядів 3682 місяці тому
In this video, I’m diving into the basics of quantitative finance by building a simple pricing model for AAPL using Python. It's perfect if you're just starting out or want to see some basic quant stuff in action. Here's what we cover: * Setting Up: Getting pandas, yfinance, and scikit-learn ready to go. * Data Collection: Pulling historical AAPL stock data with yfinance. * Feature Engineering:...
Breaking Down Mercado Libre - What Does $MELI Do?
Переглядів 892 місяці тому
In this tech breakdown, we look at Mercado Libre ($MELI). MELI is a Latin American e-commerce provider (think Amazon) that also has a fast-growing fintech arm, Mercado Pago. In this video we answer the questions: 1. What does Mercado Libre do? 2. Who are Mercado Libre's customers? 3. Who are Mercado Libre's competitors? 4. What do Mercado Libre's finances look like? 5. What's the future of Merc...
Intuitive Machines Breakdown - A Spacecraft Manufacturer Making History With Moon Missions $LUNR
Переглядів 732 місяці тому
Intuitive Machines just landed its Nova-C lunar lander on the Moon! The company is publicly traded, and contracted for two more IM-* missions in the coming years. In this video we do a brief breakdown of Intuitive Machines ($LUNR). We talk about the IM missions, NASA's CLPS program, and what the future might look like for Intuitive Machines. Find me on Twitter: ashjanderson Note tha...
What is Supermicro? A Breakdown of the Hardware Company That’s Up 800% This Year $SMCI
Переглядів 2933 місяці тому
Supermicro $SMCI is up a whopping 800% over the last year at the time I am writing this, that’s phenomenal. But, what does Supermicro even do? In today’s video we’re breaking down Supermicro. We will discuss what Supermicro does, who Supermicro’s customers are, who the competitors are, and what the future looks like for this company. 00:00 Introduction 01:00 What is Supermicro 02:32 What differ...
Who Cares About Model 2? Exploring Tesla’s Robotaxi
Переглядів 2373 місяці тому
There’s been a lot of Tesla news recently, namely around three topics: FSD, Model 2, and Robotaxi. In this video I dive into why Robotaxi working means we don’t need a Model 2. We also take a look at some of the economics behind Robotaxi, and look back on some of Elon Musk’s past comments about the functionality set to be unveiled on 8/8/2024. 00:00 Introduction 00:17 Tesla’s Model 2 01:46 Tesl...
Updating my Rocket Lab Model - ~$20/Share with Excellent Execution - $RKLB
Переглядів 2,9 тис.3 місяці тому
In this video we take a look at an updated model for Rocket Lab. This model takes into account what I believe are the launch cadences we'll see, along with lowering expectations from a multiples point of view. I know I get a lot of critique around not being bullish enough in this model so, again 😅, I am trying to be conservative, while still expecting RKLB to succeed long-term. 00:00 Introducti...
Okta Explained: The Full Analysis - Growth, Clients, and Profitability - A Breakdown of Okta
Переглядів 3643 місяці тому
Dive deep into the world of Okta, the powerhouse behind cloud identity and access management. This comprehensive video unravels the layers of Okta’s operations, shedding light on how they've become a linchpin in the digital security realm. Explore their diverse customer base, revealing who relies on Okta's robust solutions to keep their digital assets secure. Delve into the future prospects, di...
Unity's Blueprint: Crafting Virtual Worlds Across Industries - U Stock
Переглядів 1015 місяців тому
Unity's Blueprint: Crafting Virtual Worlds Across Industries - U Stock
Rocket Lab Deep Dive #2 - What if they charge $50M per Neutron $RKLB
Переглядів 9786 місяців тому
Rocket Lab Deep Dive #2 - What if they charge $50M per Neutron $RKLB
Rocket Lab $RKLB - A deep dive into the company's financial model
Переглядів 1,2 тис.6 місяців тому
Rocket Lab $RKLB - A deep dive into the company's financial model
Deep Dive Into Duolingo's Business - Duolingo Financial Model $DUOL
Переглядів 6156 місяців тому
Deep Dive Into Duolingo's Business - Duolingo Financial Model $DUOL
Adyen Explained: Revolutionizing Payment Processing | A Breakdown of Adyen
Переглядів 4,1 тис.7 місяців тому
Adyen Explained: Revolutionizing Payment Processing | A Breakdown of Adyen
Deep Dive Into Adyen's Business - Adyen Financial Model $ADYEY
Переглядів 3957 місяців тому
Deep Dive Into Adyen's Business - Adyen Financial Model $ADYEY
Breaking Down Palantir - The Tech Titan Developing AI Tools For Business and Government
Переглядів 404Рік тому
Breaking Down Palantir - The Tech Titan Developing AI Tools For Business and Government
Snowflake Explained: The Cloud Library of Your Data || Snowflake for Investors || Tech Breakdowns
Переглядів 115Рік тому
Snowflake Explained: The Cloud Library of Your Data || Snowflake for Investors || Tech Breakdowns
Nvidia Leading the AI Race | Nvidia For Investors | Nvidia Explained
Переглядів 189Рік тому
Nvidia Leading the AI Race | Nvidia For Investors | Nvidia Explained
Apple's Billion-Dollar Bet on Virtual Reality: Genius or Gamble? My Apple Reality Predictions
Переглядів 80Рік тому
Apple's Billion-Dollar Bet on Virtual Reality: Genius or Gamble? My Apple Reality Predictions
The Future of Airbnb: A Deep Dive into the Business, Finances and Potential
Переглядів 99Рік тому
The Future of Airbnb: A Deep Dive into the Business, Finances and Potential
Why Companies Buy Back Shares: Share Buybacks Explained!
Переглядів 77Рік тому
Why Companies Buy Back Shares: Share Buybacks Explained!
The Buffett Score: December Update - A Quantitative Warren Buffett Checklist
Переглядів 78Рік тому
The Buffett Score: December Update - A Quantitative Warren Buffett Checklist
Shopify for Investors | Shopify Explained | What Does Shopify Do?
Переглядів 832 роки тому
Shopify for Investors | Shopify Explained | What Does Shopify Do?
Tencent: The Tech & Entertainment Conglomerate | What Does Tencent Do? | Tencent for Investors
Переглядів 822 роки тому
Tencent: The Tech & Entertainment Conglomerate | What Does Tencent Do? | Tencent for Investors
Fast Stock Valuation - Discounted Cash Flow In 10 Minutes
Переглядів 2702 роки тому
Fast Stock Valuation - Discounted Cash Flow In 10 Minutes
How to Become a Millionaire - Passive Investing For Beginners
Переглядів 752 роки тому
How to Become a Millionaire - Passive Investing For Beginners
You should somehow repost this it’ll go viral right now after the outbreak
Any success Im experimenting with an alpaca bot myself.
Well done 👍
See your vedio after croudstrike outbreak very informative And the worst that you predicted , Happened in 19 July 2024 .
Great content! Keep it up mate.
Hi! Love the video, does adyen support POS setup ISO 8583 or protocol 101.1?
very useful, thanks!
The book how to interpret financial statements with Mary Buffett provides a lot more details
Adyen is ok but generally speaking, all those payment systems are way too complicated and they charge hefty fees. This whole industry is ready for disruption, the next one after introducing credit cards as the best invention in the financial industry. All this could be managed from one place like Google does, no need for different country-specific local Google who needs to communicate with different systems and charge too much.
Hey great video! Is the code for this available on GitHub or anywhere?
Great summary - thank you
Have any updates on this stock?
Great work! Thank you for this. For my understanding: you expect for the best case scenario at a P/FCF 30x a stock price of 1732 in 2028? (The investment of 1200 (current price) would not even reach the 10% CAGR of the S&P 500 in that case). So investing in Adyen at the current price is too expensive?
I’d agree with that, mostly. I think the thing that could set them apart is finding a way to keep those take rates elevated, or even grow by 0.01% - that’d make them worth investing in at these prices. Of course, they’d have to do that against a market that’s driving prices down. The question to ask when valuing Adyen is “can their features and level of service be differentiated enough to charge more?” Right now I’m in the “maybe” camp.
Thank you for the reply!
Thanks for making this.
Great breakdown. Would be interested if you could do a comparative analysis. Adyen vs dlocal for example
Thank you! There are more payments companies coming soon - starting with $TOST this Friday. dLocal is on the list too, but no planned date just yet.
Love these videos! Appreciate all the work & effort you’ve put into this 👏
Thanks for checking them out, and the feedback!
Wow a very good video I found❤😍
Thank you!
Amazing content! Congratulations!
Can data still be downloaded from yahoo finance?
Yep! The yfinance package in the video will let you grab pretty much everything with ease.
Congratulations on building the most computationally inefficient random number generator.
🥰
Great breakdown. Curious if your thoughts have changed at all over the past few months. Shares now down to $188…
Thanks for checking this out. Last quarter I still felt that true “fair value” was around $210-215 and I’ve seen nothing glaring in the recent report that would change my mind immediately. I haven’t had time to fully dive in though, but will be in the coming weeks, and I’ll put out an update when I get there.
Curious to know why Visa oder Mastercard didn’t go into this business, do you know why?
tnx dude!
Super helpful - thank you!!
have you continued your research by any chance?
Unfortunately not. The data came from IEX Cloud at the time - a couple months after recording it became prohibitively expensive (from $20/mo to a quote for $3,000/mo for the analyst data).
Would it be more profitable if rocket lab launched neutron from a hollow volcano?
or what if they just threw it off a big hill?
Thanks! Your video calms me down everyday I watch it when the market is pumping! I'm going with your insights. It makes the most sense with where we are at in the cycle. The only thing that would make me think this cycle could be slightly different is the overall increased adoption of crypto since 2019 and all the hype with the BTC/ETH ETF speculation. Could the market stay held up this cycle by the anticipation of ETFs and the overall awareness that a bull run is coming? The surge is speculated to possibly be the beginning of a massive new uptrend, making it a crucial time for investors to pay attention, I've personally benefited from following Evelyn Infurna trading tactics, amassing 23.9 bitcoins in a short four weeks period, which speaks volumes about his expertise....
Use her name to quickly conduct an internet search.
She often talks on Telegrams, using the user-
@Infurnaevely
Sounds interesting. I was planning to invest in some cryptocurrencies, save and quit for a few years, but when I saw this, my mind changed. Thanks a lot
Wow, I'm just shocked that you mentioned and recommended Coach Evelyn Infurna I thought people don't know her… She's really great!
Good information thanks
Tesla vision is learning how to drive, it’s not programmed to do anything ….. it acts just like a human, it drives and make the best dicision
Model 2 & robotaxi are essentially the same thing. A product made by the unbox method. Some markets won't allow a robotaxi network, so this is for them. The van & other concepts will be built on the same lines.
I see Robotaxi as the software layer to what is existing hardware. A Model 2 is not needed to get Robotaxi going as the hardware is already out in the world.
What a great job you are doing here on your channel Ash! Shame you have not that much subscribers, but its just a matter of time! Keep up doing great job!
Thank you! I definitely appreciate the comment and the support :)
@@ashjanderson would love to see your videos about ServiceNow, WorkDay and Pure Storage
@@TheArturGor Thanks for the suggestions, I'll add them to the list! Next up is Supermicro $SMCI.
They really need a landable rocket. This is sad how long spaceX has held this “innovation” Just shows how far ahead spaceX is. I understand there is room and business model wants to be end to end.
I'd be happy to sell in 2030 @$20 per share. Holding just over 4k
I'm holding over 9K
What would it take for RKLB to become a zero dollar stock? Or even sub $2? Its got a good space hardware business so that would have to fail too, no?
As @runningman5871 noted in a comment below -- it's not entirely likely it became a zero. Sub $2 would be an interesting exploration, so I'll try and make a future video about that. Quick take is that $2 would come with: 1. stalled growth - if RKLB stayed at its current size $2 would be "overvalued" 2. massive dilution, slower growth 3. regulatory issues, but RKLB is geographically diversified here I'll make that follow up video though to explore the scenarios. Thanks for the idea!
There is no way it's a zero dollar stock. The launch complexes are worth a fortune.
True, there's definitely some residual value there, and in the patents. Still, I'd prefer not sitting around for years waiting for the courts to figure out common stockholders walk away with pennies on the dollar.
Thanks for a good video. I am invested in RocketLab. Do you have any idea how well RocketLab is bolstered for a slowdown in economy? Would the company be able to survive that? I am long term so as long as they withstand some sort of slowdown I would just wait for this to pass and then hopefully the stock price would rebounce What are your thoughts? Thanks again
If there is a slowdown Maybe this will not happen Hopefully not 😊
We've never really been through a significant slowdown with the likes of SpaceX and Rocket Lab. I'd like to think it wouldn't have a huge impact as many launches are part of plans/work that's been going on for years, but I think we have to experience that environment to truly understand it. Nevertheless, you've given me an idea for a future video deep dive - so thank you!
@@ashjanderson yeah good idea. I would like to see a video like that. It’s pretty relevant I think because RocketLab for me is a long term investment - and a slowdown will most likely hit some time during all those years longterm.
Good job 👍✌️
Thanks ✌️
Good work mate, but I’m a bit disappointed.
Haha thank you! I do try to lean conservative on these - I'd much prefer to be wrong on the underside.
Great video! ❤
Thank you!!
Phenomenal breakdown
Thank you for watching!
Hey Ash, really liked your video - keep up the good work!
I appreciate it! Thanks for watching!
Decided to step in a while back. Bought extra when it dipped. Earnings call out tonight after the bell.
Promo sm 😜
Can you do another with the issuance of $300mil corporate bond.. thanks!
Good job 👍
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Hi, Ash Anderson It's Sree Jogodish Roy Digital Marketer. I'm visited your Channel no video tag, no channel tag, no topics, Title and tags too shorts etc. Are you thinking of promoting your UA-cam Channel. I'm helping many companies to take the next level. We are providing Digital Marketing Services for the UA-cam Channel.
Hi, Ash Anderson It's Sree Jogodish Roy Digital Marketer. I'm visited your Channel no video tag, no channel tag, no topics, Title and tags too shorts etc. Are you thinking of promoting your UA-cam Channel. I'm helping many companies to take the next level. We are providing Digital Marketing Services for the UA-cam Channel.
Hi, Ash Anderson It's Sree Jogodish Roy Digital Marketer. I'm visited your Channel no video tag, no channel tag, no topics, Title and tags too shorts etc. Are you thinking of promoting your UA-cam Channel. I'm helping many companies to take the next level. We are providing Digital Marketing Services for the UA-cam Channel.
Hi, Ash Anderson It's Sree Jogodish Roy Digital Marketer. I'm visited your Channel no video tag, no channel tag, no topics, Title and tags too shorts etc. Are you thinking of promoting your UA-cam Channel. I'm helping many companies to take the next level. We are providing Digital Marketing Services for the UA-cam Channel.