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CD PROJEKT RED - The AMEX of the Big Gaming Industry? (Update)
1Q23 Earnings Call Summary
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Aaron Pek
CD PROJEKT RED: The AMEX of the Big Gaming Industry? (Part 2)
Keanu Reeves Whispering: "Capital-Light 'Tech' Biz with Strong Brands & Sticky Customers. Highly Recurring FCF. Insider Ownership: 34%. Gross D/E: 1.5…
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Aaron Pek
CD PROJEKT RED: The AMEX of the Big Gaming Industry? (Part 1)
CDPR's botched release of Cyberpunk 2077 reminds me of AMEX's Salad Oil Scandal in 1963
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Aaron Pek
OXY's Outsider CEO, Vicki Hollub & Warren Buffett's Next AAPL (Divd Yield - ST: 6%, LT: 11.0%)
Here's The Real Reason Why Warren Buffett is Enchanted by the High FCF Yield Occidental Petroleum (NYSE:OXY) - Oil Prices are Completely UNANCHORED from…
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Aaron Pek
DEEP VALUE MOATS (3-in-1): PAX Global, Silverlake Axis, RGB International
Each of these businesses command significant market share in their respective industries - but are only being valued at single-digit ex-cash PE ratios!
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Aaron Pek
2
MYEG - The Henry Singleton of S.E.A. + ZETRIX: China's Toll Bridge for International Blockchain Payments
An Outsider CEO & Optimal Capital Allocator + the Toll Bridge of China's International Blockchain Payments. 20% LT Earnings CAGR For 19x PE... Sounds…
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Aaron Pek
TL;DR on SVB Financial in <1,800 words (BULLET POINTS!)
"The KEY TAKEAWAY here is that SVB’s bank run was an IDIOSYNCRATIC event due to their highly unique client base — mostly institutional clients in the…
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Aaron Pek
2
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