Daily Alpha · Reddit
· Post-Market Alpha · by Buzzberg Research
Reddit posts made bullish cases on Spotify, Carriage Services and Netflix, plus skepticism on cannabis producers.
Themes on this desk
Cannabis producers
Commenters in r/weedstocks call Aurora Cannabis and Tilray fundamentally weak, citing low margins, dilution and value destruction.
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by score · day changeSpotify: a three-year case for $1,000
The author argues Spotify is now a cash-generating business whose subscriber growth, monetisation and margin expansion can compound into roughly 95% upside by October 2029.
Spotify Is Becoming a Cash Machine: The Three-Year Case for $1,000 Spotify’s investment case has changed.
The case rests on Spotify becoming a cash generator.
Source →Carriage Services: 34% cheaper than Service Corp on EV/EBITDA
The author argues Carriage Services is undervalued versus Service Corp despite similar leverage and stronger margins, cites demographic and M&A catalysts, and discloses a share position.
CSV is a funeral home trading like it’s already in the ground. Better margins than SCI, 34% cheaper on EV/EBITDA.
The author sees demographic tailwinds for funeral services.
Source →Netflix: three-month calls on a move above $150
The author bought three-month Netflix call options expecting the stock to exceed $150 a share within a few months.
Bought 3 months till expiration netflix call options IMO Netflix will hit more than 150 USD per share in the
A disclosed short-dated bullish options position.
Source →Five companies with AI at the core of their business model
The author presents TEM, LIFE, PTRN, AUR and SDGR as AI-core standouts, holds four of them and plans to add.
New Companies that Utilize AI at the core of their business model I have been searching like a mad man
The author holds positions in four of the five.
Source →