On24 ONTF

August 19, 2021 - 11:31am EST by

member

						2021	2022
Price:		19.80		EPS		0	0
Shares Out. (in M):		54		P/E		0	0
Market Cap (in $M):		1,080		P/FCF		0	0
Net Debt (in $M):		-396		EBIT		1	3
TEV (in $M):		683		TEV/EBIT		higher	high

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 4 messages. To gain access to more recent message posts signup free for membership.

11	member 3/16/18 2:12PM Re: Reproduced elsewhere? 10
Diabolical. This is even better than when KISS took off their makeup. view available tags
10	member 3/16/18 12:35PM Reproduced elsewhere?
A whole lot of similarities between this write up and this article here: https://www.advisorperspectives.com/articles/2018/03/13/the-laws-of-economics-still-apply-to-amazon?%3Ftextlink= 4 view available tags
9	member 2/25/18 9:07PM Generic Vs Branded
Apologies for dumb question but where do you see generic vs. branded broken out. Ive been through the filings and the 2017 presentation but don't see that 70/30 split outlined revenue and/or profit listed out. Also... login to read the rest view available tags
8	member 2/20/18 6:56PM Re: Re-rating after catalyst 7
I don't think Amazon put out press release "grocery is too difficult" but investors figured out that Amazon doesn't walk on water and stocks got rerated -5 view available tags
6	member 2/16/18 8:00PM Re: Valuation 4
I don't have strong opinion on their acquisition strategy. They did buy stock judicously when it was cheap. -2 view available tags
5	member 2/16/18 7:59PM Re: There is more risk here than appears on surface 3
generic issues are cyclical. they were definetely over earning a few years ago due to a tsunami of patent expirations. last few quarters we saw generic biz stabelize. MCK is the largest buyer of generics in the US. -3 view available tags
3	member 2/16/18 5:39AM There is more risk here than appears on surface
Thanks for the write-up. We would appericate your thoughts on the following: a. Amazon - it is all about data for them - if they know the consumers' behavior they can get them to consume more... login to read the rest 1 view available tags
2	member 2/15/18 3:29PM Re: question 1
2 reasons: they were over earning - profit margins were too high. And, spun off tech biz. -2 view available tags
1	member 2/15/18 2:36PM question
never looked here before, but why has ebitda declined 20-25% over the last 2 years and what gives you confidence that those headwinds are done? view available tags

load more messages