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Vincent Martin

Joined: Mar 15, 2022
  • Opinion & Analysis

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...
Affirm: The Key Question Facing This Stock
By Vincent Martin - Nov 15, 2022
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...
The High-Risk Case for Plug Power Stock
By Vincent Martin - Nov 14, 2022
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: Right Track, Wrong Valuation
By Vincent Martin - Nov 09, 2022
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...
Twilio: Why Earnings, Investor Day Suggest Caution
By Vincent Martin - Nov 08, 2022
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...
Robinhood: The Path Gets Trickier From Here
By Vincent Martin - Nov 07, 2022
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...
Anheuser-Busch InBev Still Has A Lot Left To Prove
By Vincent Martin - Nov 03, 2022
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...