Vincent Martin's Comment & Analysis
A complete archive of Vincent Martin's articles, including current analysis & opinion - Page 3
Along with peers, JD stock has rebounded sharply from last month’s lows.
The gains make some sense, given strong earnings and an attractive valuation.
Country risks are obvious; however,...
DASH remains unprofitable, yet still has an enterprise value near $20 billion
Skeptics argue the business model, over time, simply won’t be able to work
But the opportunity here is huge, and...
A year after its initial public offering, RIVN stock has disappointed
But, for the most part, the Rivian business is on track
Cyclical, macroeconomic risks might deter most investors, while the rest...
To bulls, Affirm is a company poised to disrupt the consumer-lending industry
To bears, it’s simply a product of zero interest rates and an overheated equity market
The truth is probably...
There’s a simple bear case for PLUG, given soft Q3 earnings and a history of disappointment
Short- and long-term risks abound
But investors willing to take on those risks have access to a...
When considering cost synergies and streaming losses, WBD stock does look cheap
But the declining cable network business suggests the stock should be cheap
It’s up to the streaming business to...
Uber’s third-quarter report showed continued progress toward profitability
The economics of the platform model suggest room for significant profit growth
Investors still are paying dearly...
The bull case for TWLO stock seems easy to make at a four-year low
But the business is facing real challenges — and management isn’t responding
Longer-term, this can still work, but...
An 80% rally from June lows raises fundamental concerns around HOOD
Rising interest rates and lower costs could get the company to profitability
From here, however, investors are relying on management...
With profit growth returning in 2022, and a reasonable valuation, BUD seems like it could be a buy
But the comparison is somewhat easy, and the multi-year trend remains negative
ABI needs to show...