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TOP 3 #acciones Muy Baratas para Ignorarlas😜🚀 — Transcript

by Visionarios Bolsa · 399 words · 66 segments · language en · Watch on YouTube

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  1. 0:00Take note, because here are three stocks
  2. 0:02at lows that could double in the coming
  3. 0:04years. The first is Netflix. It has
  4. 0:05fallen more than 50%from its highs. The
  5. 0:08market believes its growth is stalling,
  6. 0:09that YouTube is stealing viewing hours,
  7. 0:11and that continuing to grow will become
  8. 0:13increasingly difficult.
  9. 0:15But Netflix is no longer just a platform
  10. 0:16where you pay to watch shows; it is
  11. 0:18building its own advertising business,
  12. 0:20and this year they expect to generate
  13. 0:22over $ 3 billion in revenue from this
  14. 0:23segment.
  15. 0:25Furthermore, to capture new users, they
  16. 0:27are increasingly entering into live
  17. 0:29events and sports to bring in a much
  18. 0:30broader audience.
  19. 0:33Analysts expect its revenue volume to
  20. 0:35grow from $ 45 billion last year to over
  21. 0:37$ 100 billion in the next decade.
  22. 0:40The second is McDonald's, down 30%in
  23. 0:43recent months. The market fears that the
  24. 0:45loss of consumer purchasing power and
  25. 0:47cost pressures are limiting its growth.
  26. 0:49But McDonald's has an advantage that
  27. 0:51many investors overlook.
  28. 0:53It is not simply a hamburger chain, but
  29. 0:55also a massive real estate and franchise
  30. 0:57business.
  31. 0:59Approximately 95%of its restaurants are
  32. 1:01franchised, which allows it to collect
  33. 1:02rents and royalties without directly
  34. 1:04bearing most of those operating costs.
  35. 1:08And keep in mind, McDonald's already
  36. 1:10owns about 45,000 restaurants worldwide
  37. 1:12, but it continues to bet on growth,
  38. 1:14planning to reach 50,000 restaurants by
  39. 1:162028.
  40. 1:18And finally, Oracle has fallen nearly 70
  41. 1:20%from its highs.
  42. 1:22The market is punishing it for all the
  43. 1:23money they are investing in artificial
  44. 1:25intelligence data centers and for the
  45. 1:27fear that all that investment will take
  46. 1:28too long to start generating profit.
  47. 1:31But while the market sells it off, its
  48. 1:34cloud infrastructure business is growing
  49. 1:36by over 120%year-over-year, and Oracle
  50. 1:38already has over $ 660 billion in
  51. 1:40remaining performance obligations.
  52. 1:43The company is becoming one of the major
  53. 1:45infrastructure providers for AI, and
  54. 1:47demand is growing so fast that the
  55. 1:49company itself admits it does not yet
  56. 1:51have enough capacity to meet it.
  57. 1:53I just recorded a video where I analyze
  58. 1:55each of these ideas in greater depth,
  59. 1:57and with a chart in front of us, we
  60. 1:58assess where it might be interesting to
  61. 2:00start buying and what we can expect from
  62. 2:01them in the coming months.
  63. 2:04If you want to access it, just click
  64. 2:05below and it will take you there
  65. 2:07automatically so you can draw your own
  66. 2:08conclusions.

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