エピソード

  • 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
  • Eli Lilly CRASHED 20% — Is This a Buy or a Trap? LLY stock
    2025/08/08

    Eli Lilly (LLY) just dropped over 20% — but is it panic or opportunity? In this episode of Am I Catching a Falling Knife?, we dissect the GLP-1 drama, break down the earnings impact, and run valuation models to see if this pharma giant is oversold or overhyped.


    🔍 Topics covered:


    What happened with orforglipron


    How investor sentiment affects earnings


    DCF vs PEG valuation breakdown




    📉 Not financial advice — just sharp analysis with a satirical edge.


    Subscribe for more breakdowns of market meltdowns and meme stock madness.


    #stockanalysis #stockmarket #stockcrash

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    7 分
  • Airbnb Stock CRASHING!! Is this a Falling Knife?
    2025/08/07

    Is Airbnb (ABNB) a screaming buy—or a classic falling knife? In this episode of Am I Catching a Falling Knife?, Dave breaks down the recent dip in Airbnb’s stock price and uncovers the real story behind the cautious outlook, margin pressures, and valuation disconnect.


    🔍 What you'll learn:


    Why Airbnb’s strong Q2 earnings aren’t saving the stock


    How increased investments could slash profits by 20%



    👉 Is this a dip worth buying—or a blade worth dodging? Tune in and decide.


    🔔 Subscribe for more sharp takes on volatile stocks and market psychology.


    #stockanalysis #stockcrash #airbnb

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    5 分
  • Mosaic Stock CRASHED 16% — Value Play or Total Trap? MOS stock
    2025/08/07

    Is The Mosaic Company (MOS) a hidden gem or a financial landmine? In this episode of Am I Catching a Falling Knife?, we dissect MOS’s brutal 16.81% drop following its Q2 2025 earnings miss. We break down:What Mosaic actually does (hint: it’s all about crop nutrients)Why Wall Street got it wrongHow future earnings could take a 6% hitOur DCF and PEG-based valuationsCustom buy levels for brave investorsThis isn’t financial advice—it’s financial entertainment. Subscribe for more satirical deep dives into the wild world of meme stocks and market chaos.#MOS #StockCrash #FallingKnife #FinancePodcast #EarningsMiss #ValueInvesting #MemeStocks

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    6 分
  • NRG Stock CRASHED!!—Is This a Falling Knife or Hidden Goldmine?
    2025/08/07

    NRG Energy just dropped over 10%—but is it panic time or a rare buying opportunity? In this episode of Am I Catching a Falling Knife?, Dave breaks down the brutal investor reaction to NRG’s underwhelming data center deals, crunches the numbers on revenue impact, and reveals custom buy levels that could be game-changers.📉 Is this a falling knife or a misunderstood power play? Tune in and decide.👉 Like, subscribe, and hit the bell so you don’t miss the next deep dive into meme stocks, market drama, and financial truth.#NRGStock #FallingKnife #StockAnalysis #DataCenterDeals #NRGEnergy #FinancePodcast #StockMarketCrash #BuyTheDip

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    6 分
  • HIMS Stock CRASHED — Is This the Bottom or a Trap?
    2025/08/06

    Hims & Hers Health (HIMS) just got wrecked after missing Q2 revenue and triggering major concerns around its GLP-1 weight-loss pipeline. Is this a rare buying opportunity—or a regulatory disaster in disguise?


    Join Dave on "Am I Catching a Falling Knife?" as we deep dive into:

    👉 Market narrative vs fundamentals

    👉 DCF and PEG valuation models

    👉 Buy zones for risk-tolerant traders


    This episode blends sharp satire with serious data so you can navigate volatility with confidence. Not financial advice—just financial comedy.


    #HIMS #stocks #fallingknife #GLP1 #telehealth #stockmarket #financememes

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    6 分