APPLIED MATERIALS INC AMAT

August 27, 2020 - 3:59pm EST by

member

						2020	2021
Price:		62.13		EPS		3.79	4.62
Shares Out. (in M):		922		P/E		16.4	13.4
Market Cap (in $M):		58,823		P/FCF		19.7	15.4
Net Debt (in $M):		950		EBIT		4,477	5,023
TEV (in $M):		59,773		TEV/EBIT		13.3	11.9

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12	member 2/15/21 6:27AM Monetization, product, churn
Thanks gvinvesting for the write-up, 1. “Shopify does not yet support JCB, which has 40% retail and 20% EC market share in Japan” Would not this fact be a minus rather than a plus? In the... login to read the rest 2 view available tags
10	member 2/10/21 9:18PM Re: Results 9
Am following this one somewhat closely and I was pretty surprised (negatively) by the guidance. They are guiding to +20% revenue growth (vs. +45% consensus expectations) with significant promotional spend so operating profit losses of... login to read the rest 1 view available tags
9	member 2/10/21 7:40PM Results
Hey gvinvesting, Thank you for the very interesting write-up. Any thoughts on results? Thank you. view available tags
8	member 2/02/21 4:15AM Re: Re: Re: Valuation 6
I see this as an opportunity to travel back in time to get it right, although I'm sure there are still some people who would travel back in time just to short SHOP or TSLA 1 view available tags
7	member 2/02/21 4:03AM Re: Re: Re: Valuation 6
Well put, thanks! view available tags
5	member 2/01/21 2:27AM Re: Management 1
There is a lot of developer talent in Japan... But there is also a lot of competition for it. Just thinking about this is general terms, tech companies likely face difficulties due to the requirement... login to read the rest 1 view available tags
4	member 2/01/21 2:14AM Re: Valuation 2
Thanks for the thoughtful questions. In general, I think the market consistently underestimates the long-term compounding potential of market leaders that are pioneering new markets. It is very difficult to accurately predict what entrepreneurial management teams... login to read the rest 2 view available tags
3	member 1/31/21 3:52PM Re: Valuation 2
This is not meant to be rude, but have you been hiding under a rock for the past several years? I know that this site used to be called VIC or Value Investors Club but... login to read the rest 2 view available tags
2	member 1/31/21 3:29PM Valuation
Pre Covid BASE was doing ~35-40% annualized GMV growth through a combination of ~23% shop growth and ~13% GMV per shop growth per annum. Assuming that BASE has truly been able to plateau, and will... login to read the rest 1 view available tags

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