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