Emir M @em013L Twitter profile | Pikagi

Pikagi

Emir M

@em013L

7,164

Followers

92

Following

446

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4,119

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Equity analysis on X, YouTube and Seeking Alpha

Sweden

https://t.co/8D8AE3PTNl

Joined December 2015

Don't wanna be here? Send us removal request.

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@em013L

Emir M

28 days

$PYPL The simplest and most powerful investment thesis! That is the title of my new PayPal article over at @SeekingAlpha I explain my thesis (SUPER POWERFUL!), value the company, dismantle bear arguments and discuss the price. Please have a read, link:

PayPal: The Simplest And Most Powerful Investment Thesis (NASDAQ:PYPL)

The narrative of PayPal participating in a race to the bottom does not paint a fair picture. Find out why I am bullish on PYPL stock.

seekingalpha.com

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@em013L

Emir M

3 months

@F1 Unjustified. Alonso did a clever maneuver, the outcome is unfortunate but punishment is too harsh

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Emir M

3 months

@RBR_Daily @nzherald As it should be, not only for Ricciardo's seat but as a standard in F1. We have a limit of 20 seats and a lot of talent out there. Ricc needs to perform and unfortunately his VCARB performance is reminiscent of the McLaren days.

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Emir M

3 months

@F1 Further convinced that Alonso should not receive a penalty here

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Emir M

3 months

@FanaticsFerrari Sure, Charles just AFK waiting for instructions

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Emir M

3 months

@SCUDERIAFEMBOY Magnussens daughter can relate 😭

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Emir M

3 months

@Aperta Gotta set up the iRacing rig properly

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Emir M

3 months

@F1BigData Liam, you’re up to bat against Yuki

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Emir M

3 months

@Max33Verstappen @redbullracing Thanks for letting the other children play, too

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Emir M

2 months

$PYPL PayPal has the SIMPLEST and most POWERFUL investment thesis for me. The stock is trading as if the market expects the company to grow at 0% for the coming 10 years. To put it simply, if PayPal has ANY growth the coming 10 years, then it is currently undervalued. I

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Emir M

3 months

@SulloReport Yuki: Outperforming the car

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Emir M

2 months

$TSLA I just finished valuing Tesla Tesla is UNDERVALUED even if I assign RoboTaxi/Robotics 0 value. This means that at these levels, we get RoboTaxi and Robotics for free. Post coming in a few hours with model and explanation!

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Emir M

1 month

@jp_anitwt No higurashi? The nail pulling scene is 💀

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Emir M

8 months

$PYPL Here's a fun experiment for you Imagine the following for PayPal: - ZERO revenue growth through 2027 - ZERO FCF growth through 2027 - Lowest FCF margin they ever had (18%) 12% WACC, 2% terminal That's what the stock is currently priced for Biggest opportunity I've seen

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Emir M

3 months

@MarioNawfal Sweden could learn a thing or two on how to handle gangs from El Salvador

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Emir M

3 months

@formularacers_ The drivers are the only ones performing over at kick sauber…

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Emir M

3 months

@FastestPitStop We thought he was about to exit, in reality he is a step closer to becoming the overlord 💀

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Emir M

3 months

@MarioNawfal They deserve far worse

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Emir M

3 months

@PIASTRIS81 That’s an impressive jawline

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Emir M

3 months

@antenacactus ”I swear streaming on twitch isnt about content” Its a gaming platform, you and other losers turned it into propaganda outlets. Gee what great content sitting and staring at nothing for a few hours, ”debating” political ornscientifical topics you know nothing about

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@em013L

Emir M

6 months

$PYPL I just wrote my first @SeekingAlpha article and it covers PayPal: - why the market is wrong - growth - why it’s a strong buy - my own valuation I never ask, but if you could like/retweet this and read the article, I’d be super happy! Link:

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PayPal: Severely Mispriced – Stock Implies Zero Growth (NASDAQ:PYPL)

PayPal a strong buy due to evidence of continued growth trends, something the markets are currently disputing.

seekingalpha.com

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@em013L

Emir M

3 months

@PaulMcG92 @PaddockPassion @ScuderiaMilani @motorsportcomtr @photoracertv @F1History1950 @F1densozler @FormulaRLive @UnracedF1 @Formula_Nerds @FormulaOneWorld @abcf1world @GarryJGray @JOC__1991 Theres not a single soul who doesnt miss Kimi

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Emir M

3 months

@FM1_3316 If it happens, I need some authorities to seize this time traveler

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Emir M

3 months

@RBR_Daily Smart to have two japanese simultaneouslt, but rough for Ricc thats trying to find a flow

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Emir M

3 months

@F1 @yukitsunoda07 @visacashapprb Everyone except Daniel

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@em013L

Emir M

2 months

$TSLA TESLA IS CURRENTLY UNDERVALUED! - Excluding RoboTaxi and Robotics! Tesla at these levels presents a very attractive opportunity because we essentially get RoboTaxi and Teslabot FOR FREE. My model excludes these two completely, presenting amazing optionality if the company

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Emir M

1 month

@F1BigData 4 💀

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Emir M

3 months

@alo_oficial Unjustified Penalty. Chin up Alo, great drive 🔥

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Emir M

3 months

@fiagirly 8th is coming i. 25’ big champ!

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Emir M

3 months

@F1 @JolyonPalmer No, it was not justified. Way too harsh on Alonso, only because of an unfortunate outcome.

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Emir M

3 months

@RBR_Daily Yeah we know Helmut, let us have this one please

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Emir M

3 months

@f1trollofficial If it happens as foretold, I am contacting this user for some stock advice

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@em013L

Emir M

7 days

$PLTR I've valued Palantir again and it is UNDERVALUED. Youtube video tomorrow (my first) with a full model reveal and explanation! Channel name same as X handle, em013L

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@em013L

Emir M

10 months

$PYPL NO MOAT? Let me educate you. Part 1 - The Vault The vault is is the information network shared between the connected merchants on PayPals infrastructure. - 25% of all cards in circulation (debit, pre-paid, credit) are stored in the vault. - The vault can only work and be

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@em013L

Emir M

1 year

$PYPL Dying dinosaur or tech giant? A thread on: - PayPals assymetric valuation - My take on why the stock price is beat down Highlight: Even if PayPal doesn't grow until 2028 (0%!!), it is currently fairly valued!

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Emir M

3 months

@formularacers_ He is occupying Yukis seat

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Emir M

3 months

@leclercsletters Max no chill 💀💀💀

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Emir M

3 months

@LewisWinAgain Please save a bit of this energy for the next race as well

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Emir M

3 months

@formularacers_ Too brutal punishment. Strategic move with unfortunate outcome

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Emir M

3 months

@unusual_whales Struggling against Ukraine, wants to take on Nato. good luck Putin

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Emir M

3 months

@formularacers_ That is just brutal, can’t imagine what he is feeling. At the same time, from Williams POV this makes sense. Every point in the trenches is super important.

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@em013L

Emir M

7 months

$PLTR 13F filing is out and it's time to talk SPACs! Let's dive into one of the most genial moves Palantir has made. Often hated and misunderstood, but I will help you understand! Highlights: - Now up 17% on the invested amount! - Sold out of: $ADTH, $LILM - Trimmed 7,5mm $RBT

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Emir M

3 months

@leclercsletters Curious what Charles finds interesting enough to share with the bestie 👀

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@em013L

Emir M

4 months

$PLTR My new Palantir article is now out on @SeekingAlpha ! I analyze Q4 and see some VERY POSITIVE hints for the future, raise my valuation for Palantir and explain some hidden efficiency metric that proves that Palantir is a BEAST! Please have a read!

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Palantir Stock: The Paradigm Shift Is Here! (Rating Downgrade)

Palantir's Q4 results reveal potential for increased sales efficiency and profitability, but the market's pricing remains fair. Read why I rate PLTR stock a hold.

seekingalpha.com

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@em013L

Emir M

8 days

@gunplatronix @GinoMachino Imagine being this confident while uttering this to the best Elden Ring player in the world

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@em013L

Emir M

11 months

$PLTR 13F is out, and big NEWS! PALANTIR CURRENTLY HAS A 12% RETURN ON THE SPAC INVESTMENTS! Big cuts and trims made to the portfolio. Palantir has sold out of: - $BRDS, $BKSY, $CELU, $RGTI, $STRC Position increase due to stock grants: - $LILM, 3,26mm share increase - $LIFW,

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Emir M

3 months

@formularacers_ ”In a good position to have two cars”, nice, well done Williams F1 Team. Meanwhile, we reject Andretti and other prospect teams

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Emir M

3 months

@SkySportsF1 Albon for sure

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Emir M

3 months

@formularacers_ I feel bad because I love Dany Ric, but Lawson should be in that seat.

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@em013L

Emir M

7 months

$PYPL HOW UNDERVALUED IS PAYPAL? COMMUNITY DCF MODEL REVEAL! According to fintwit, PayPals fair value is: - $113,3/share - 96% upside from last close I ran polls with DCF assumptions and made a model with the results: - 9,4% Revenue CAGR - 19,5% FCF Margin - 10,35% WACC

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Emir M

3 months

@FastestPitStop @PHortonF1 A parallell universe I welcome

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Emir M

3 months

@MrrLH44 A master at work

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@em013L

Emir M

5 months

$PLTR My Palantir article is out on @SeekingAlpha ! A deep dive on the following topics: - Disputing bear arguments with data - Realistic path for Palantir to grow at a ~30% CAGR - Full valuation model (Palantir is undervalued!) Please read! Link:

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Palantir Stock: Still Misunderstood - Disproving Bear Arguments (NYSE:PLTR)

Palantir's investments in SPACs have provided valuable front-line R&D and outsized revenue contracts. Read why I think PLTR stock is undervalued.

seekingalpha.com

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Emir M

5 months

$PLTR I have valued Palantir again and can now see a realistic path to a scenario where Palantir is currently UNDERVALUED. Coming soon...

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Emir M

1 year

$PYPL What if I told you that PayPal can grow 0% the coming 5 years, and it’d still be a good buy here? Talk about margin of safety 😳 Do you want a thread from me on Paypals valuation, moat and bear arguments? Let me know!

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Emir M

3 months

@chesscom Need a Kramnik data review here

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Emir M

8 months

$PLTR SBC DOWNTREND CONTINUES! SBC as a percentage of revenues keeps declining, now 20%!

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Emir M

3 months

@formularacers_ There's an absolute killer beneath the the unserious jokester grandpa facade. I love Fred, let him cook.

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@em013L

Emir M

11 months

$PLTR The single most IMPORTANT metric I was looking for, client acquisition acceleration. A downward trend since 2021 Q3 seems to finally be reversing. Very excited for this! To me, this is the single most important metric to track for Palantir currently.

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Emir M

3 months

@formularacers_ What happened to never allowing it to happen again?

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Emir M

3 months

@autosport Another 9 races before we see a Ferrari disruptor? 😭

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Emir M

3 months

@fiagirly Lewis gave it to him straight

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Emir M

3 months

@fiagirly Maybe experiment a bit more over on 63 side of the garage

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Emir M

3 months

@FanaticsFerrari Alpine!?

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Emir M

7 months

$PLTR COMMUNITY DCF REVEAL According to fintwit, Palantirs fair value is: $12,79 per share! Voted on assumptions: Revenue growth: 27,3% CAGR FCF Margin: 27,2% Dilution: 4,2% CAGR WACC: 11,57% I used a terminal rate of 3% These are all actually fairly reasonable assumptions!

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@em013L

Emir M

27 days

@pitlimiteron does he not know that he has a blue checkmark and can post all of that in a single post?

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@em013L

Emir M

7 months

@ahmed_baokbah He literally didn’t compare it to that, literally

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Emir M

11 months

$PLTR Here is a list of things I am looking for in todays quarterly report, in order of importance: 1. Re-acceleration of customer growth QoQ. Since 2021 Q3, we have been in a downward trend. With the push since Q4'22 to shift the narrative with a plethora of media appearances,

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Emir M

3 months

@SCUDERIAFEMBOY Why would you do this to me 🥲

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Emir M

3 months

@RedBullPU1 iRacing rig aint setting up itself you know

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Emir M

3 months

@formularacers_ VCARB hasnt ruled out a driver changw to improve their point scoring

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Emir M

3 months

@wearetherace @XPBImages Turn 1 china

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Emir M

3 months

@F1 Sainz? No, Charles? Yes

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Emir M

6 days

$PLTR Just posted my full Palantir valuation model on Youtube! I explain the inputs and my reasoning for them. Wow, it is difficult to create content. New-found respect for my friends doing this! Hope you were entertained and learned something. :)

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Palantir Valuation - Full model and explanation (21 June, 2024)

My valuation approach for Palantir stock and how I derive inputs for a sum-of-the-parts DCF model.My Twitter/X where I post equity analysis for free: @em013L

www.youtube.com

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@em013L

Emir M

3 months

@unusual_whales Criteria for involvement? Russia may be at war with a large number of countries with this logic

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@em013L

Emir M

11 months

$PLTR Wow, SBC went down even further! I expected an increase. 21,41% SBC as a percentage of revenues, continued downtrend!

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@em013L

Emir M

3 months

@fiagirly I don't know about yall, but if my team was in shambles, I would reschedule around a bit and make sure that I, as the one responsible, would be there every race during the hard times.

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@em013L

Emir M

1 year

$PLTR Palantir has sold all of its gold bars, net profit of $200k ↳ Palantir bought gold to hedge for a black swan ↳ Selling of the gold may indicate Palantir sees that the worst crisis/events have come & passed

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@em013L

Emir M

27 days

$PYPL "Your thesis is wrong, the stock price hasn't moved!" I don't worry too much about stock price when PayPal is trading this absurdly far below intrinsic value. Why don't I worry? A simple reason: PayPal is repurchasing shares AGGRESSIVELY!

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@em013L

Emir M

3 months

@f1trollofficial Max wouldve made it

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@em013L

Emir M

1 year

$PLTR Touted as having the top 1% of the top 1% of engineering talent, but what are the stats? One of the most overlooked metrics is revenue per employee. Here's a quick comparison within a comparable industry: $DDOG $SNOW $NOW $CRM

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@em013L

Emir M

3 months

@ScrewderiaF1 He looks too comfortable, not his first rodeo 👀

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@em013L

Emir M

1 year

$PLTR US to link up with Taiwan and Japan drone fleets to share real-time data ↳"...integrated into the same system that US forces in the region and the Japanese Self-Defense Force will use" Palantir? @PalantirTech Source:

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US to link up with Taiwan and Japan drone fleets to share real-time data

Military co-ordination with Taipei is ‘taboo’ issue for China, analysts said

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@em013L

Emir M

1 year

$PLTR People overlook that Palantir has top talent and may release new products. They only model in Foundry, Gotham and Apollo. "The transformative potential of software, which we have been building for two decades, is only in the earliest stages of revealing itself" - A. Karp

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@em013L

Emir M

3 months

@QUART20RARO ??? Reasoning? Norris is legit

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@em013L

Emir M

5 months

$PLTR Here's how I see a realistic path for Palantir to grow revenues at 28,8% CAGR until 2033 Government - Driven by gradual DoD spend increase on AI, from 0,48% to 5% by 2033 as Karp advocates for - Palantir retains current 25% share - Assumes Statista Defense spending

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Emir M

9 months

$PLTR The most important take-aways from AIPCon to me. Let's talk about AIP pricing model, bullish statements and strategic positioning in the market! - Karp clearly states that demand outpaces their resources. I have had a loose theory that a revenue acceleration will be

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@em013L

Emir M

1 year

$PLTR SBC as a percentage of revenue down to 21,8%, compared to 33,3% in 2022 Q1. I like this trend!

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Emir M

3 months

@wearetherace This is just brutal. How can we deny Andretti when we have this type of stuff going on?

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Emir M

3 months

@f1trollofficial Sargeant to give up his car once again so that Albon can race after the red flag

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@em013L

Emir M

1 year

This is my first time sharing something like this! If you enjoyed it and would like some more takes on companies I track, please considering like and retweet!

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Emir M

3 months

@SCUDERIAFEMBOY Is she secretly a Charles fan like papa Max?

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Emir M

3 months

@MarioNawfal Who wouldve thought that drugs that drop your weight dramatically while you stay in unhealthy habits could be bad for you

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@em013L

Emir M

1 year

$PLTR Currently 100% of my stock portfolio is in Palantir. I have never slept better. As a value investor, I feel the market is expensive right now. Palantir, while not cheap, has a lot of explosive upside not priced in. I am also diversified across EVERY industry with $PLTR

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Emir M

8 months

$PYPL PayPal is a dying dinosaur! or, is it? The "dinosaur" grew payment volume as a % of the total digital payments value from ~15% in 2017, to ~25% in 2021/2022 Apple Pay launched 2014, its been eating PayPals lunch ever since, at least according to comments to my tweets :)

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Emir M

17 days

@VBkramnik Results aside, win or loss doesn't matter- Did you see enough to judge if Jospem is capable of his online performances? Can you tell if he is strong enough to perform the "suspicious" moves he does online? If not, what was the point of this?

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Emir M

8 months

$PLTR Let's talk valuation for a short moment. The price is implying: Palantir will grow revenues at 68% CAGR 23-27 Assumptions: - 25% FCF Margin - 2% Terminal rate - 12% WACC - Model adjusted for SBC What do you think, is Palantir over- or under valued?

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Emir M

3 months

@fiagirly Is George this major personality?

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Emir M

3 months

@wbuxtonofficial Wait, why? There would be no need to do this unless theres an expected performance hit

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Emir M

3 months

@formularacers_ What Helmut really wants to do with a "struggling" Ricciardo

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