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What if Netflix with Ads gets as large as YouTube?
Revisiting Netflix's valuation in 2023. Spitballing a bit here.
Apr 26, 2023
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Yuva
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What if Netflix with Ads gets as large as YouTube?
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February 2023
Google's Story has Changed
Decreasing Margins Possible in the age of AI powered Search
Feb 12, 2023
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Yuva
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Google's Story has Changed
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December 2022
The Fuel Economics of a Tesla Semi
Not rocket science honestly. It's cheap and every freight company should buy them.
Dec 5, 2022
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Yuva
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The Fuel Economics of a Tesla Semi
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November 2022
Twilio Valuation in Year 2027. Looks incredibly cheap today
Based on 2022 Investor Day Presentation
Nov 30, 2022
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Yuva
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Twilio Valuation in Year 2027. Looks incredibly cheap today
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Facebook (META) is stupidly cheap
If you clean up the earnings and back out the metaverse capex
Nov 18, 2022
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Yuva
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Facebook (META) is stupidly cheap
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September 2022
Thoughts about the Macro & The Portfolio
Rough but wonderful for accumulating
Sep 23, 2022
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Yuva
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Thoughts about the Macro & The Portfolio
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August 2022
Five9 vs Twilio Valuation
A comparison of Communications Platforms in this macro environment
Aug 25, 2022
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Yuva
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Five9 vs Twilio Valuation
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KKR's current valuation gives a 14.5% CAGR over 10 years*
*Please note that this is opinion based on the math below which could be wrong. Not investment advice
Aug 9, 2022
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Yuva
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KKR's current valuation gives a 14.5% CAGR over 10 years*
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June 2022
Back to 1994
The last time the Fed hiked 0.75%. Been a while eh?
Jun 16, 2022
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Yuva
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Back to 1994
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What a glorious market for wealth building
Lower asset prices today = higher long term IRRs
Jun 7, 2022
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Yuva
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What a glorious market for wealth building
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March 2022
Alibaba is almost at IPO pricing
Irrationality or Justified?
Mar 16, 2022
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Yuva
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Alibaba is almost at IPO pricing
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February 2022
Peloton has a new CEO
An experienced finance guy
Feb 13, 2022
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Yuva
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Peloton has a new CEO
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