Andres Cardenal Blog | Talkmarkets | Page 1

Andres Cardenal

CFA Economist, financial analyst, columnist

Entrepreneurial, analytic and independent thinker, with a passion for communication and education about economic markets and investment ideas. Investment manager and consultant.

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Nvidia: Strong Fundamentals And Reasonable Valuation
Wednesday, June 1, 2022 12:14 PM EDT
Nvidia is a unique company due to its leading presence across several of the most important trends in technology, offering exponential growth opportunities over the years ahead.
In this article: NVDA
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CrowdStrike By The Numbers: Profitability, Growth, And Valuation
Wednesday, May 4, 2022 4:12 AM EDT
CrowdStrike is a notably clean investment case from a quantitative point of view.
In this article: CRWD Also: S, ARKK
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Amazon: Accelerating Cash Flows And Attractive Valuation
Wednesday, March 23, 2022 4:53 AM EDT
Amazon is a high-quality business with rock-solid competitive strength, outstanding execution at scale, expanding cash flows, plenty of growth opportunities, and trading at an attractive valuation.
In this article: AMZN Also: SHOP
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Marqeta: Excellent Numbers And Cheap Valuation
Tuesday, March 15, 2022 6:41 PM EDT
Marqeta is delivering excellent numbers across the board. The company is a picks-and-shovels play in fintech, with massive potential for long-term growth.
In this article: MQ Also: , MA, V, GOOG, COIN, GOOGL, SQ, UBER, DASH, AFRM, GS, JPM
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Airbnb: Being Greedy When Others Are Fearful
Thursday, March 10, 2022 1:46 PM EDT
First the pandemic and now the Ukraine invasion, Airbnb is facing a series of unprecedented challenges.
In this article: ABNB Also: EXPE, BKNG
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Block Stock: Excellent Numbers And Cheap Valuation
Tuesday, March 8, 2022 11:54 AM EDT
Block is delivering vigorous growth in spite of tough year-over-year comparisons.
In this article: SQ Also: AAPL, AMZN, PYPL
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Roku Stock Crushes: Buying Opportunity
Monday, February 21, 2022 7:24 AM EDT
Roku stock is getting destroyed: Shares of the leading streaming platform are down by a breathtaking 77% from their highs of the year.
In this article: ROKU Also: AAPL, AMZN, GOOG
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Palantir Stock: Strong Fundamentals And Attractive Valuation
Monday, February 14, 2022 1:26 PM EDT
Palantir is growing very well, especially in the commercial sector, which is strategically crucial for the investment thesis.
In this article: PLTR
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The Bullish Case For Alphabet: Quality, Growth, And Valuation
Monday, February 7, 2022 4:50 PM EDT
A simple investment thesis can be particularly effective: quality, growth, and valuation are 3 key reasons to consider owning Alphabet stock for the long term.
In this article: LL, GOOG, GOOGL Also: FB
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Twilio Stock: An Undervalued Opportunity
Tuesday, February 1, 2022 12:43 PM EDT
The stock price could remain volatile as long as market conditions are challenging, but the long-term upside potential is well worth it.
In this article: TWLO Also: , AAPL, AMZN, GOOG, FB, GOOGL
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MercadoLibre Stock: An Undervalued Growth Powerhouse
Tuesday, January 18, 2022 7:37 AM EDT
In a tremendously challenging environment for growth stocks, MercadoLibre is down by almost 45% from its highs of the year, trading at the low end of its valuation range for the past decade.
In this article: MELI Also: SPY, SE
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Positions For 2022: Outstanding Opportunities In Growth Stocks
Tuesday, December 28, 2021 12:21 PM EDT
Economic growth will probably be below expectations in 2022, and inflation should decelerate once we move beyond the supply chain problems. The macro landscape looks favorable for growth stocks once again.
In this article: MELI, IEF
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Amazon Is Undervalued
Thursday, September 2, 2021 12:35 PM EDT
Amazon is a high-quality business with rock-solid competitive strength, plenty of growth opportunities, and trading at an attractive valuation. The bullish thesis for Amazon stock looks quite strong at these levels.
In this article: AMZN Also: SHOP
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Airbnb Stock: Excellent Business Model And Long-Term Upside
Tuesday, July 13, 2021 11:38 AM EDT
It is always important to be careful when investing in a relatively recent IPO such as Airbnb, as the company still has a lot to prove in terms of its ability to consistently execute in the years ahead.
In this article: ABNB Also: EXPE, BKNG
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Palantir: Strong Execution And Attractive Upside Potential
Monday, June 28, 2021 5:50 PM EDT
Palantir is a leading beneficiary from the big data boom in the years ahead. The company has a compelling business model and solid competitive strengths.
In this article: PLTR Also: IBM, ADBE, CRWD
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Etsy: Underappreciated Growth Story
Tuesday, June 22, 2021 12:01 PM EDT
Etsy is broadly seen as a "stay at home stock", but this perspective is too short-sighted.
In this article: ETSY
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