Page 1
Page 1
Started By
Message

Financials for FSLY and LLNW - What am I missing?

Posted on 7/9/20 at 10:36 am
Posted by Brobocop
Baton Rouge, LA
Member since Feb 2018
1903 posts
Posted on 7/9/20 at 10:36 am
Looking at the income statements for both FSLY and LLNW.
They're pretty similar.

Looking at their balance sheets,Cash & Equivalents and Accounts receivable for both companies are almost identical. The big outlier for FSLY is obviously short-term investments

I'm not finance or accounting major, but where is this 10X multiplier in Market Cap for FSLY coming from?!?!

This post was edited on 7/9/20 at 10:54 am
Posted by Lickitty Split
Inside
Member since Apr 2017
3911 posts
Posted on 7/9/20 at 11:12 am to
Been waiting pull the trigger on LLNW. I’m waiting for a dip to 7 but it’s looking like it won’t happen.
Posted by GeneralLee
Member since Aug 2004
13104 posts
Posted on 7/9/20 at 11:21 am to
quote:

but where is this 10X multiplier in Market Cap for FSLY coming from?!?!


Maybe FSLY has customers with a higher growth potential?
This post was edited on 7/9/20 at 11:23 am
Posted by eng08
Member since Jan 2013
5997 posts
Posted on 7/9/20 at 11:55 am to
Yep was looking at it the other day too.

I picked up some llnw, but am also looking at Akamai their other major competition.

They are still a bit off their highs and are actually profitable.
Posted by Lickitty Split
Inside
Member since Apr 2017
3911 posts
Posted on 7/9/20 at 12:14 pm to
They are a little more expensive per share than I was expecting. What do you know about them?
Posted by castorinho
13623 posts
Member since Nov 2010
82026 posts
Posted on 7/9/20 at 1:49 pm to
quote:

expensive per share
That's not a thing.

A dollar/share company can be more pricey than a thousand dollar/share one.
This post was edited on 7/9/20 at 1:50 pm
Posted by rintintin
Life is Life
Member since Nov 2008
16178 posts
Posted on 7/9/20 at 2:15 pm to
These, and many other tech stocks, do not get valued by financials.

It's very hard for me to fathom or understand it, as I'm drawn much more to traditional valuation methods, but it's just what the market is right now.

Tech stocks that have high growth rates and potential game-changing services or technology have been shooting through the roof. Even some non-tech stocks like BYND.

I've given up on understanding it and have jumped on for the ride.

I think the bigger question is are traditional valuation methods and fundamentals dead? The market is proving more and more that it's not the economy and that companies don't even have to make money to show giant returns.
Posted by bayoubengals88
LA
Member since Sep 2007
18916 posts
Posted on 7/23/20 at 10:15 am to
quote:

Been waiting pull the trigger on LLNW. I’m waiting for a dip to 7 but it’s looking like it won’t happen.

You grab some?
Posted by bayoubengals88
LA
Member since Sep 2007
18916 posts
Posted on 7/23/20 at 10:57 am to
LLNW WAYYY DOWN. DO WE STILL LIKE IT?!
Posted by GeneralLee
Member since Aug 2004
13104 posts
Posted on 7/23/20 at 11:28 am to
quote:

LLNW WAYYY DOWN. DO WE STILL LIKE IT?!


Yes, the conversion deal that they announced last night isn't near as bad as the market is making it out to be. Been loading up on LLNW in the 6's here.
Posted by Lickitty Split
Inside
Member since Apr 2017
3911 posts
Posted on 7/23/20 at 12:48 pm to
I did and I’m considering buying a few hundred shares again. I think this stock will pop at the end of the year. I read their earnings call transcript and it sounds like they are positioned pretty well and have competent management. They alluded to a few deals being negotiated and hopeful to close soon. If they end up with a deal with amazon then the sky’s the limit.
Posted by JDPndahizzy
JDP
Member since Nov 2013
6437 posts
Posted on 7/23/20 at 1:10 pm to
Not sure if I should average down or just hold off for now.... I'm in at 7.74
This post was edited on 7/23/20 at 1:11 pm
first pageprev pagePage 1 of 1Next pagelast page
refresh

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on Twitter, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookTwitterInstagram