『Am I Catching a Falling Knife?』のカバーアート

Am I Catching a Falling Knife?

Am I Catching a Falling Knife?

著者: Dave Jones
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🔍 Ever wondered if a stock dip is a rare buying opportunity or a disaster in disguise? Am I Catching a Falling Knife? slices through the noise with sharp analysis, satirical flair, and breakdowns of market narratives that drive stock moves. Host Dave takes you inside each story—earnings hits, tariff shocks, sector trends—and reveals custom buy levels that might just catch your next big win. Perfect for investors who love deep dives, smart humor, and a touch of chaos. Ready to get cut—or cash in?Dave Jones 個人ファイナンス 経済学
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  • Under Armour DOWN 23% Bargain… or Bust ? UA Stock DCF + Buy Levels
    2025/08/10

    Under Armour (UA) just dropped 23.45%. Are we catching a falling knife or a rare value setup? In this episode, we break down the narrative (North America weakness, weak guidance, downgrades), quantify the hit (estimated 15% quarterly earnings decline via operating leverage), and stack valuations: DCF base ≈ $5.19 vs narrative case ≈ $4.15 and PEG-implied ≈ $4.46. We also map buy zones at $4.40, $4.00, and $2.50 for a cleaner margin of safety.Like/subscribe if you want more “Am I Catching a Falling Knife?” deep dives. Comment: Bargain or bust?Disclaimer: This video is for entertainment and information only, not financial advice. Do your own research and consult a qualified advisor.#UnderArmour #UA #Stocks #ValueInvesting #DCF #PEG #Earnings #RetailStocks #Athleisure #StockMarket

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    7 分
  • TTD Stock CRASHED 37% — Is This a Buy or a Total Trap? Falling Knife Analysis
    2025/08/09


    🎯 Title

    TTD Stock CRASHED 37% — Is This a Buy or a Total Trap? | Falling Knife Analysis


    📝 Description

    Is The Trade Desk (TTD) a discounted gem or a financial disaster waiting to happen? In this episode of Am I Catching a Falling Knife?, we dissect TTD’s brutal 37% drop, break down the Q2 earnings drama, and run the numbers on valuation, margins, and operating leverage. With high fixed costs and slowing growth, is this a classic falling knife or a rare buying opportunity?


    📉 Topics Covered:


    Why TTD dropped 37% in days


    Q2 earnings breakdown & cautious Q3 guidance


    Revenue, margins, and operating leverage explained


    DCF valuation


    Custom buy levels


    PEG ratio fail: What happens when growth turns negative?


    ⚠️ Not financial advice. Always do your own research.


    🔔 Subscribe for more satirical deep dives into meme stocks, market meltdowns, and financial chaos.

    #stockanalysis #stockmarket #stockcrash

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    6 分
  • Fortinet Crashes 28% — Smart Buy or Total Trap? FTNT stock
    2025/08/08

    Fortinet (FTNT) just tanked 28% — but is this cybersecurity giant a hidden gem or a value trap? In this episode of Am I Catching a Falling Knife?, Dave breaks down the real reasons behind the drop: slowing service revenue, SASE cannibalization fears, and analyst downgrades. We run the numbers with DCF and PEG models to reveal Fortinet’s true value — and share custom buy levels for risk-savvy investors.🔔 Subscribe for more deep dives into meme stocks, market meltdowns, and misunderstood opportunities.#stockanalysis #stockmarket #stockcrash

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    6 分
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