u/Fire_Treadlite

I see some decent commentary in here from time to time. I also see alot of hopes and dreams.

What do you feel is a fair price at the moment? Please base it on something other than "it's what we deserve" or "feelings".

It's currently trading at a premium to Meta at 31.7x forward earnings vs 20 albiet with 70% YoY growth. YoY revenue is $726 million. For the record Pinterest trades at a 31 Forward earnings.

FCF is 311 for the quarter. That's great. Capex is minimal and they have 2.8 billion in the bank.

Downsides: International ARPU is very low vs US ARPU. Especially important since US user grown has slowed to 7%.

Social media bans while not a huge drag won't help.

An overpayment/dilution for a mediocre acquisition.

Macro economic factors could also create some headwinds.

Overall I'm quite positive. Curious as to what others think. I feel there is a bit of room for growth upwards (maybe175 based on fundamentals) but we may need to wait for another decent Q of growth to lower that forward looking PE even more.

Edited to add: It should read fair value instead of fair price.

He finished the year so strong (8 points in his last 7). Already had 6 points in 6 games (with and assist tonight). He's heart and soul and seems to be gelling with Tuch and Thompson. His icetime has went from 12 to 15+ every night.

Although Tuch may leave in the offseason. Hard to see Krebs not sticking in the top 6 assuming he continues this into next season.

He had time in the top 6 before but was turned into a 4th line checker.... What do others thing? I've been following this guy since he was drafted. It just seemed like he never quite got the chance he needed until now.