Hi All,
Apologies, but we have to cancel the meeting for today and push it to future date. Also, Tom will be on vacation next week therefore, there will be no zoom meeting. Thank you so much for your continuous support!
Regards,
Roselle l Assistant of Tom Nash
2021-03-27 13:48:10 +0000 UTC View PostHey Patreons,
I am looking into a company called Premier Inc. (PINC). This is a leading service provider in the healthcare industry with a market cap of about $4B. The company is currently trading at $34 per share and based on my calculations it is about 30% undervalued and should be priced at $44 by the end of 2021.
The company generates about 32% EBITDA and about 58% gross profit, and grew by 17% last year, and based on company estimates will be expected to grow by 2...
2021-03-26 11:01:48 +0000 UTC View PostHi there! Thank you so much for those who attended the last zoom call we are 100 on that call and I just really love having a talk with all of you. For those who don't have the chance to attend, please see below the highlights:
- The post crisis growth that we've seen before, it's like a slingshot once you release the economy it's very documented effect of the economy bounces. When that happens it's inevitable. You cannot stop inflation, when the market goes ballistic like this even if ...
2021-03-24 13:44:57 +0000 UTC View PostHi there!
We are in the zoom call right now, if you're available join us. 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...
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 March 22, Monday, 8AM 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 (March Week 4 Tab) and also the link for the zoom meeting, hope to s...
2021-03-20 09:15:37 +0000 UTC View PostHi there! Thank you so much for those who attended the last zoom call we are 100 on that call and I just really love having a talk with all of you. For those who don't have the chance to attend, please see below the highlights:
Golden Nugget Online Gaming (GNOG) suggested by John Pilon
> I’ll give it a $25 price target
> It’s a billion-dollar company, not a lot of short interest (2.71%) been around for 3 years and relatively new business.
>...
2021-03-17 16:30:36 +0000 UTC View PostHi there!
We are in the zoom call right now, if you're available join us. Please see below the zoom details. Thank you!
Join Zoom Meeting
https://us02web.zoom.us/j/3025148515?pwd=a0JSRW5EOHh2Zy9qRm8yMVViYjVMdz09
Meeting ID: 302 514 8515<...
2021-03-16 12:05:18 +0000 UTC View PostHey Patreons, everyone is asking me why Mimecast $MIME is down from the 2020 highs. As I said multiple times, I see this as a chance to buy this stock for a more affordable price. My target price for this is the same, $57. Look at the numbers:
Over 40K clients - low client concentration, Revenue growth YoY 18.96%, EBITDA growth YoY of 99.66%! This is a scalable and high margin business, and as a long term value investor I really like the company.
Please note that...
2021-03-16 09:49:50 +0000 UTC View Post
Plug in your numbers and use this in your research.
2021-03-16 07:59:49 +0000 UTC View Post
This is the chart with all our stocks. Thank Manolis for making this master piece. Look in the beta tab, he added a cool feature!
2021-03-16 07:23:30 +0000 UTC View PostI am trying a new feature. Private one on one calls with me personally. It will be a limited beta while we figure this out. Email me at tomnashbiz@hotmail.com if you want to reserve a spot.
2021-03-15 16:04:27 +0000 UTC View PostHey Patreons,
Please check out Golden Nugget Online Gaming ($GNOG). The company is already profitable and has nice growth with a lot of upside. Current share price is $17.25 and my target price is $25 for the next 18 months. The gross profit margin is 80% while EBITDA is 33% and the growth of revenue is 30% year over year. Not to mention 50% EBITDA growth year over year. The EV/Sales ratio is 10 while Draftkings is over40! please look into this company and check it out before the ...
2021-03-15 15:22:08 +0000 UTC View PostHi All,
Hope you are healthy and safe!
Our apologies, we have to cancel today's call and move it to tomorrow. March 16, Tuesday, 8AM EDT . Thank you for understanding!
-Tom
2021-03-15 11:59:13 +0000 UTC View PostPlease be informed that the group zoom call will be moved to 8AM EDT. See you there! Thank you!
Join Zoom Meeting
https://us02web.zoom.us/j/3025148515?pwd=a0JSRW5EOHh2Zy9qRm8yMVViYjVMdz09
Meeting ID: 302 514 8515
Passcode: 1AsmqD
-Tom
2021-03-15 10:03:17 +0000 UTC View PostHi All,
Due to high demands of our folks in the West Coast, we will be having a special group zoom call on March 27 , Saturday at 12PM PDT/ 3PM EDT. If you have questions in mind just log it on in the link below March Week 4 Tab. Also, below is the zoom link details. See you and Thank you so much for the support!
Link: https://dri...
2021-03-14 12:42:07 +0000 UTC View PostHi All,
Thank you for your support! As a result of the poll, this is to invite you for our weekly group zoom call to be held on March 15, Monday, 8AM 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 for the link, hope to see you there!
Join Zoom Meeting
Hi everyone, setting up this poll to know the most convenient day to have the Group Zoom Call. For the time, we will retain the 7AM EST. Note, that the call will not be recorded due to privacy limitations. Please see the link below and start logging in your questions (March Week 3 Tab). The poll and questions will close tomorrow, March 14 (Sunday, 9AM EST).
Note: The google sheet is a running file of all the questions logged for the past weeks everyone ...
2021-03-13 11:40:10 +0000 UTC View PostAmazon $AMZN Due Diligence - Patreons and Channel Members
2021-03-12 09:23:56 +0000 UTC View Post
This is my initial high level DD on CRWD.
2021-03-10 09:54:14 +0000 UTC View Post
I see this is a chance to DCA. Thought I’d let you know:)
2021-03-09 17:50:43 +0000 UTC View PostHi there! Thank you so much for those who attended the last zoom call we are more than 90+ on that call and I just really love having a talk with all of you. For those who don't have the chance to attend, please see below the highlights:
Cathie Wood on PLTR
> Not concerned at all because there's a lot of opportunity in all through out the 5 years horizon
> She saw the dip coming, the whole dip actually increases their projections because they are working on the 5 year ...
2021-03-09 15:53:27 +0000 UTC View PostHey Patreons,
Please check out CRWD, which is a cyber security company that provides an end-to-end solutions. The stock currently priced at $177, as of March 8, 2021. Based on my research the target price for me is $220 within the next 18 months. The company has an annual revenue growth of 73% and shows great growth over the past few years. 49 of the Fortune 100 companies are its customers. With over 1 billion USD in cash and almost no debt, the company has a long runway without a...
2021-03-08 11:36:56 +0000 UTC View PostHi All,
Thank you for your support! As a result of the poll, this is to invite you for our weekly group zoom call to be held on March 8, Monday, 7AM EST. 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 summary of the answers for the questions.
Please see below for the link, hope to see you there!
Join Zoom Meeting
Hey Patreons, we are now at the point were adding some recovery stocks to our portfolio is starting to make sense, but I am not going to buy hotels and airlines, that is pure FOMO and very speculative and I may even say premature.
I am looking for recovery style stocks which are not yet hyped and are still undervalued while making sense in the post pandemic world.
On Monday I will be buying DHIL stock to add to my portfolio. Currently the price of the share as of March...
2021-03-06 13:24:24 +0000 UTC View PostHey Patreons, its time to add recovery stocks to your portfolio. This means cash flow positive and established companies that performed well during the crisis, but are expected to perform even better during a recovery and reopening of the economy.
Please take a look at Apple in this respect:
Lost 5% of share price over last 3 months.
Only 0.5% of short interest, smart money ain’t betting against apple.
Constant 10% annual growth in revenue and profits. 2021-03-03 13:50:44 +0000 UTC View Post
Hi All,
Thank you for your support! As a result of the poll, this is to invite you for our weekly group zoom call to be held on March 1, Monday, 7AM EST. 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 summary of the answers for the questions.
Please see below for the link, hope to see you there!
Join Zoom Meeting
Hi everyone, setting up this poll to know the most convenient day to have the Group Zoom Call. For the time, we will retain the 7AM EST. Note, that the call will not be recorded due to privacy matter. You can also start logging your questions in the link below. The poll and the questions will close tomorrow, February 28 (Sunday, 9AM EST)
Link to questions: ht...
2021-02-27 10:20:13 +0000 UTC View Post
This company ZKIN offered me $40K to make a video about it. I’m sure I wasn’t the only one so beware if you see some videos pumping this stock!
2021-02-26 06:37:19 +0000 UTC View PostMonday was brutal for most growth stocks, even Tesla took a massive dip, so what happened? Well, this was kinda expected to happen, a correction was bound to present itself in the middle of this bull run, but I don't see any reason to panic. I actually sold nothing yesterday, including TSLA, BTC, BNGO and even PLTR. Clearly yesterday was driven by a lot of investors who took emotionally driven decisions, which is never a good thing in my opinion. If you want to aim for long term growth, you n...
2021-02-23 08:57:25 +0000 UTC View Post