Tom Nash

AMD Video Summary

Hey Patreons, here are the key highlights from the AMD video I posted yesterday so you don't have to watch the whole thing if you are busy. 

AMD – Executive Summary

1. Down from $86 on April 28  - Closed on $75 on May 14 - 12.7% drop in 2 weeks.

2. Drop catalyst: high inflation numbers for April (4.2% largest increase in 12 years). Interest rate increase concerns. All tech stocks are down and AMD along with it.

3.  Is inflation relevant for AMD – no ...

Patreon's Alert: Biden's cyber security order

Dear Patreons, 

President Biden just signed an executive order to increase the capacity of the U.S. cyber security.  That means that the enterprise security sector is expected to see major growth. This catalyst will have a massive impact on cyber security stocks and those who will identify it early will benefit. 

I made a post about CRWD (Crowdstrike) which went up all the way to $220 before the tech sell off we just saw. Currently, as of May 14 the price...

May 11 Group Zoom Call

Hi Everyone,

We will start the meeting in 5 minutes, please see below zoom details. Thank you!

Join Zoom Meeting
https://us02web.zoom.us/j/3025148515?pwd=a0JSRW5EOHh2Zy9qRm8yMVViYjVMdz09

Meeting ID: 302 514 8515
Passcode: 1AsmqD

May 11 Group Zoom Call

Hi All,

Thank you for your support! Apologies but we have to move the zoom call to tomorrow, May 11, Tuesday, 7AM EDT. As far as we want to, we can't record the call because of the data privacy policy however, we will try our best to post the highlights and the answers to the questions in google sheets will be updated as well.

Please see below the link for the questions (May tab) and also the link for the zoom meeting, hope to see you there!

2021-05-10 10:00:03 +0000 UTC View Post

CANCELED: May 10 Group Zoom Call

Hi All,

Thank you for your support! We would like to continue the weekly zoom every Monday, so next week it will be held on May 10, Monday, 7AM EDT. As far as we want to, we can't record the call because of the data privacy policy however, we will try our best to post the highlights and the answers to the questions in google sheets will be updated as well.

Please see below the link for the questions (May tab) and also the link for the zoom meeting, hope to see you...

May 3 Zoom Call Highlights

Hi there! Thank you so much for those who attended the zoom call earlier we are almost 100 on that call and Tom really love having a talk with all of you. For those who don't have the chance to attend, please see below the highlights:

· Tesla are dealing with German red tape, they just announced that they are delaying the Berlin Gigafactory by 6 months mainly stating bureaucracy issues.

· Greg Abel will replace Warren Buffet. Greg is the current CEO as it is he runs a non-insura...

May 3 Group Zoom Call

Hi there,

You can now join the zoom call for our weekly connect. Please see below the zoom details. Thank you!

Join Zoom Meeting
https://us02web.zoom.us/j/3025148515?pwd=a0JSRW5EOHh2Zy9qRm8yMVViYjVMdz09

Meeting ID: 302 514 8515
Passcode: 1AsmqD<...

May 3 Group Zoom Call

Hi All,

Thank you for your support! We would like to continue the weekly zoom every Monday, so next week it will be held on May 3, Monday, 7AM EDT. As far as we want to, we can't record the call because of the data privacy policy however, we will try our best to post the highlights and the answers to the questions in google sheets will be updated as well.

Please see below the link for the questions (May tab) and also the link for the zoom meeting, hope to see you ...

Micron Stock Alert

Hey Patreons, I want you to take a look into Micron Technologies ($MU). Micron Technology (MU), is a $100 billion  global semiconductor company with a market share of 4.7%, generating revenues of $22.04 billion per year. While it is true that Micron doubled its valuation in 6 months, I think it is still undervalued relative to its competitors and its potential.

Micron has an impressive 41% EBITDA margin, and a 13.5% net income margin, which I find very attractive. It had a revenue ...

April 26 Group Zoom Call

Hi there,

You can now join the zoom call for our weekly connect. Please see below the zoom details. Thank you!

Join Zoom Meeting
https://us02web.zoom.us/j/3025148515?pwd=a0JSRW5EOHh2Zy9qRm8yMVViYjVMdz09

Meeting ID: 302 514 8515
Passcode: 1AsmqD<...

Welcome to the Patreon page!

For the new Patreons, welcome to the page. Thank you so much for the support and let me know if you have any questions! Make sure you join our private discord for Patreons only right here:https://discord.gg/V8Qu8rvZ2E - Tom

April 26 Group Zoom Call

Hi All,

Thank you for your support! We would like to continue the weekly zoom every Monday, so next week it will be held on April 26, Monday, 7AM EDT. As far as we want to, we can't record the call because of the data privacy policy however, we will try our best to post the highlights and the answers to the questions in google sheets will be updated as well.

Please see below the link for the questions (April) and also the link for the zoom meeting, hope to see you...

APRIL 20 Group Zoom Call

Hi there,

You can now join the zoom call for our weekly connect. Please see below the zoom details. Thank you!

Join Zoom Meeting
https://us02web.zoom.us/j/3025148515?pwd=a0JSRW5EOHh2Zy9qRm8yMVViYjVMdz09

Meeting ID: 302 514 8515
Passcode: 1AsmqD<...

UPDATE: April 20 Group Zoom Call

Hi All,

Thank you for your support! We would like to continue the weekly zoom tomorrow, April 20, Tuesday, 7:30AM EDT. Apologies for the short notice. Note that we can't record the call because of the data privacy policy however, we will try our best to post the highlights and the answers to the questions in google sheets will be updated as well.

Please see below the link for the questions (April Tab) and also the link for the zoom meeting, hope to see you there!<...

Canceled: April 19 Group Zoom Call

Hi All,

Thank you for your support! We would like to continue the weekly zoom every Monday, so next week it will be held on April 19, Monday, 7AM EDT. As far as we want to, we can't record the call because of the data privacy policy however, we will try our best to post the highlights and the answers to the questions in google sheets will be updated as well.

Please see below the link for the questions (April) and also the link for the zoom meeting, hope to see you...

April 13 Group Zoom Call

Hi there,

You can now join the zoom call for our weekly connect. Please see below the zoom details. Thank you!

Join Zoom Meeting
https://us02web.zoom.us/j/3025148515?pwd=a0JSRW5EOHh2Zy9qRm8yMVViYjVMdz09

Meeting ID: 302 514 8515
Passcode: 1AsmqD...

UPDATE: April 13 Group Zoom Call

Hi All,

Thank you for your support! We would like to continue the weekly zoom tomorrow, April 13, Tuesday, 7AM EDT. As far as we want to, we can't record the call because of the privacy policy however, we will try our best to post the highlights and the answers to the questions in google sheets will be updated as well.

Please see below the link for the questions (April week 1 & 2 Tab) and also the link for the zoom meeting, hope to see you there!

2021-04-12 10:14:30 +0000 UTC View Post

GOOGLE STOCK ALERT

Hey Patreons,

Please look into Google stock (GOOGL), I think it will trend up soon. As you probably know, Google has a market cap of about $1 Trillion. The share is currently trading at $2,270 and my target price based on my research is $2,550 per share by the end of 2021.  

Google operates on a 53% gross profit margin with over $136 billion in cash and $319 Billion of assets vs. only $97 Billion of liabilities. The company has a 30% debt to asset ratio and their revenues for...

Microsoft Update

Hey Patreons,

Microsoft just hit my target price. However, based on my estimations their Discord deal and the potential Nuance deal might drive it even higher, so I will be updating my new target price soon, but I will not be selling any of my shares. 

Foortinet and Oracle Updates

Hey everyone,

Both of these companies have currently hit their target price after making nice profit of 17% and 30% therefore I’m liquidating my position in both companies this week and I want to let you know before I do it.

Disney Stock DD and Evaluation

Dear Patreons,

I would like you to look into Walt Disney (DIS). It has a market cap of about $341 Billion and is currently trading at $187.98 per share. My target price is $220 by the end of 2022, with a slow growth as the economy re-opens. 

Due to the pandemic Disney faced many operational difficulties with respect to their physical assets but it sits on over $17 Billion of cash and $201 Billion of assets vs. $113 Billion of liabilities and a 56.21% debt to asset ratio. ...

QCOM Analysis and DD Summary

Hey Patreons,

I am looking into Qualcomm (QCOM). 

This is the world’s leading wireless technology innovator and the driving force behind the development, launch, and expansion of multiple 5G infrastructure projects. It has a market cap of about $159B so we are talking about a blue chip company. 

The company is currently trading at $140.34 per share and my target price is $170 by the end of 2021. 

The company generates about 32% EBITDA with about 60% gr...

CANCELED: April 12 Group Zoom Call

Hi All,

Thank you for your support! We would like to continue the weekly zoom every Monday, so next week it will be held on April 12, Monday, 7AM EDT. As far as we want to, we can't record the call because of the privacy policy however, we will try our best to post the highlights and the answers to the questions in google sheets will be updated as well.

Please see below the link for the questions (April week 1 & 2 Tab) and also the link for the zoom meeting, h...

Patreons Zoom Call Starting In 15 minutes

The link is in the previous post see you there

Microsoft and Oracle Target Prices

Hey Patreons,

Since both Microsoft and Oracle did 17% and 20% since my January post they have both reached their target price.

I will be liquidating my Oracle position and keeping my Microsoft position with a new and updated target price coming soon.

UPDATE: Group Zoom Call Today

Hi All,

Thank you for your support!  Apologies for the short notice but Tom have to go to the dentist, please note that our call will be moved to April 6, Tuesday, 3PM EDT. As far as we want to, we can't record the call because of the privacy policy however, we will try our best to post the highlights and the answers to the questions in google sheets will be updated as well.

Please see below the link for the questions (April Week 1 Tab) and also the link for ...

UPDATE: Group Zoom call will be moved to April 6

Hi All,

Thank you for your support!  Apologies for the short notice, please note that our call will be moved to April 6, Tuesday, 3PM EDT. As far as we want to, we can't record the call because of the privacy policy however, we will try our best to post the highlights and the answers to the questions in google sheets will be updated as well.

Please see below the link for the questions (April Week 1 Tab) and also the link for the zoom meeting, hope to see you ...

Undervalued $12 Stock (Defense Electronics)

Hey Patreons, 

Please take a look at a company by the name of: 

RADA Electronic Industries Ltd. (RADA)

Rada is $600 Million company that operates in the defense industry. The company provides unique military grade tactical ultra-mobile radar applications. It develops a wide array of defense electronics, including avionics solutions, airborne data recording and tactical radars. The main customers are in the global aerospace industry, including the U.S. Department of...

ViacomCBS DCF

Hey Patreons, this is my DCF from Viacom from today's video. Use it to change the data and see how it will change the target price. 

April 5 Group Zoom Call will be moved to April 6

Hi All,

Thank you for your support!  Please note that our call will be moved to April 6, Tuesday, 7AM EDT. As far as we want to, we can't record the call because of the privacy policy however, we will try our best to post the highlights and the answers to the questions in google sheets will be updated as well.

Please see below the link for the questions (April Week 1 Tab) and also the link for the zoom meeting, hope to see you there!

Link to the questio...