Great stuff Cameron! The muffled voice of a tired radio presenter at 3am with a thrilling story of Uber that is trying to deceive you (SBC). Highly entertaining and educating - best of both worlds.
I prefer this format in terms of visual because I could see all the numbers without you blocking them or having multiple camera angles. Thank you for the video!
Hey Cameron - thanks for all the work! Been following you since your UA-cam inception. Love the content! I noticed you took down your second Trulieve video, the one where you get into unit economics, are quite bullish on the returns etc… why is it gone? If you think your assumptions were flawed or too optimistic, it would be helpful to hear where you stand a few months later. Thank you!
I missed something with that company and wanted to remove the video. It’s the only one I ever took down. Weed companies pay income tax at the gross margin level not at the EBT level, I never thought the IRS would tax companies differently but apparently they do. Meaning cash generation will be significantly lower than I thought. I need to review the stock again and review the error. Would make a good video.
@@CstewartCFA 280E … yes would love to see an update!! DEA should issue a ruling on rescheduling soon and Florida Supreme Court rules on Monday whether to have rec vote next year. Lots going on
@@CstewartCFA Would be cool if you would cover some other cannabis stocks. Some are absurdly cheap. $HITI has similar potential to Trulieve in terms of valuation and much more of a moat. 10x EV/ebitda 😎.
@@CstewartCFA another long term follower of your channel here. We now know that adult use is on the Florida ballot in Nov 24 and that Trulieve have been receiving 280e-related tax refunds recently. Some other major catalysts potentially this year also. It sure would be an exciting video!
Actually I am being able to pay more attention to this video than some others, it has a casual vibe which is like when teachers bring students to outside to give a different class and they pay more attention.
I like your analysis, however coming from a customer service background, I have a hunch thst Uber will increasingly be a fixture . Allmost like a utility in society. Where that lands from an analyst's viewpoint, I have no idea. I rely on uber regularly, as I've acquired a visual disability. Rides, food/grocery delivery, they're becoming more usefully invasive in many lives. Weeks ago, I was thinking FedEx (my old employer) should try to buy Lyft. A week later, FedEx announces that they will start doing Amazon returns, something Uber already started. I think that Uber is a long term fixture in the time critical customer service space. Do you have a long sleeve trifecta tee for sale? Also, stock analysis on CAVA and INTEI please.
I’ve bought companies with high debt before because mgmt was paying it down and once paid down cash flow would jump. It’s about future cash flow, so it can be negative today so long as the assumptions to become positive are a lock
One suggestion for your videos - move company name like Uber here in the front of the thumbnail. With few millisecond glimpse, you cannot tell if it's a Uber stock analysis. I think you will have a better click rate if you move the company name in the thumbnail in front. I almost scrolled past it, had to look carefully or read title for the company name
PLEASE CAMERON WE KINDLY ASK YOU TO make a video about CAAS ! I’m one of the old followers of yours. My friends and I are really looking forward to it! Please grant us this thanks a lot.
Great stuff Cameron!
The muffled voice of a tired radio presenter at 3am with a thrilling story of Uber that is trying to deceive you (SBC). Highly entertaining and educating - best of both worlds.
Glad you enjoyed it
I prefer this format in terms of visual because I could see all the numbers without you blocking them or having multiple camera angles. Thank you for the video!
thanks for the feedback. I'll make a few more of these.
Cameron recording a video in his hotel room be like "🤫🤫🤫🤫"
Hahaha. Ya, I didn’t have a good mic
Solid analysis; thanks except for the #TRIPS development slide which you analyze as ‘TIPS’ so NOT TIPS of 24%😅
yeah, I don't understand why tips would be mentioned anyway.
WBD update would be interesting?
Thank you Cameron. Suggestion: ANET. Enjoy your trip!
Have a good trip. I was just in LA
Another great video !
Would you consider making updated video about 3M company after spin-off ?
Thank you !
is the long analysis vid about lululemon coming??
Lulu is next week.
WBD update please?
Thanks have a safe trip
Agree with this analysis. Skeptical of Uber given the accounting practices in place.
Great stuff Cameron!
How about a video on Deere?
Great suggestion!
As always, great content! ❤
Glad you think so!
Hey Cameron - thanks for all the work! Been following you since your UA-cam inception. Love the content! I noticed you took down your second Trulieve video, the one where you get into unit economics, are quite bullish on the returns etc… why is it gone? If you think your assumptions were flawed or too optimistic, it would be helpful to hear where you stand a few months later. Thank you!
I missed something with that company and wanted to remove the video. It’s the only one I ever took down. Weed companies pay income tax at the gross margin level not at the EBT level, I never thought the IRS would tax companies differently but apparently they do. Meaning cash generation will be significantly lower than I thought.
I need to review the stock again and review the error. Would make a good video.
@@CstewartCFA 280E … yes would love to see an update!! DEA should issue a ruling on rescheduling soon and Florida Supreme Court rules on Monday whether to have rec vote next year. Lots going on
@@CstewartCFAplease analyze retailers favorite: PLTR and SOFI
@@CstewartCFA Would be cool if you would cover some other cannabis stocks. Some are absurdly cheap. $HITI has similar potential to Trulieve in terms of valuation and much more of a moat. 10x EV/ebitda 😎.
@@CstewartCFA another long term follower of your channel here. We now know that adult use is on the Florida ballot in Nov 24 and that Trulieve have been receiving 280e-related tax refunds recently. Some other major catalysts potentially this year also. It sure would be an exciting video!
Hey Cameron hope your travels are safe. I do prefer the structure of you typical videos. I think videos on CEIX or WBD would be interesting. Cheers!
True, not the best but I’m in a hotel room and can’t sleep…. Why not make a video. Cheers
@@CstewartCFA still appreciated 👍
Actually I am being able to pay more attention to this video than some others, it has a casual vibe which is like when teachers bring students to outside to give a different class and they pay more attention.
I like hearing your thoughts and opinions because I respect it. So whether you have a video like this or like normal it doesn’t matter to me
Cool. Thanks for watching. Filming as I travel is kind of fun.
Can you do an ASMR on carvana too?
I like your analysis, however coming from a customer service background, I have a hunch thst Uber will increasingly be a fixture . Allmost like a utility in society. Where that lands from an analyst's viewpoint, I have no idea.
I rely on uber regularly, as I've acquired a visual disability. Rides, food/grocery delivery, they're becoming more usefully invasive in many lives.
Weeks ago, I was thinking FedEx (my old employer) should try to buy Lyft. A week later, FedEx announces that they will start doing Amazon returns, something Uber already started.
I think that Uber is a long term fixture in the time critical customer service space.
Do you have a long sleeve trifecta tee for sale?
Also, stock analysis on CAVA and INTEI
please.
next video better be on a beach
Hahahaha
If a company met 4 out of the 5 on your checklist would you buy? And if met everything except cash flow positive
I’ve bought companies with high debt before because mgmt was paying it down and once paid down cash flow would jump.
It’s about future cash flow, so it can be negative today so long as the assumptions to become positive are a lock
Thanks keep up the good work!
Thanks
One suggestion for your videos - move company name like Uber here in the front of the thumbnail. With few millisecond glimpse, you cannot tell if it's a Uber stock analysis. I think you will have a better click rate if you move the company name in the thumbnail in front. I almost scrolled past it, had to look carefully or read title for the company name
Thanks for the tip!
there are a few errors (e.g. total tip vs. total trip) but nonetheless a great video
you are right. Thanks for the correction
Hey Cameron can you do a review on GRAB technologies it’s the Asian version of Uber app
PLEASE CAMERON WE KINDLY ASK YOU TO make a video about CAAS ! I’m one of the old followers of yours. My friends and I are really looking forward to it! Please grant us this thanks a lot.
looks cheap. I struggle with the data out of China.
@@CstewartCFA PLEEEEASE!