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Financials for FSLY and LLNW - What am I missing?
Posted on 7/9/20 at 10:36 am
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?!?!
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 on 7/9/20 at 11:12 am to Brobocop
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 on 7/9/20 at 11:21 am to Brobocop
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 on 7/9/20 at 11:55 am to Lickitty Split
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.
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 on 7/9/20 at 12:14 pm to eng08
They are a little more expensive per share than I was expecting. What do you know about them?
Posted on 7/9/20 at 1:49 pm to Lickitty Split
quote:That's not a thing.
expensive per share
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 on 7/9/20 at 2:15 pm to Brobocop
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.
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 on 7/23/20 at 10:15 am to Lickitty Split
quote:You grab some?
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 on 7/23/20 at 10:57 am to bayoubengals88
LLNW WAYYY DOWN. DO WE STILL LIKE IT?!
Posted on 7/23/20 at 11:28 am to bayoubengals88
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 on 7/23/20 at 12:48 pm to bayoubengals88
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 on 7/23/20 at 1:10 pm to Lickitty Split
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
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