Robert Templin | TalkMarkets | Page 1

Robert Templin

Individual Investor
Contributor's Links: LinkedIn
I am an advocate of an intrinsic Valuation coupled with intense research on the business model. I have a bachelor's degree in Business Economics and at the moment I am finishing my Master's Degree in Magdeburg, Germany with a strong focus on finance. Worked for BASF in Germany and BMW in ...more
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1 to 13 of 13 Posts
AppHarvest - Building A Resilient Food System For America
Tuesday, June 15, 2021 2:35 PM EDT
AppHarvest is an AgTech company that aims to build a resilient food system for America through the construction and operation of large-scale and high-tech greenhouses.
In this article: APPH
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2U - The Underpriced Ed-Tech Company Targeting A Multi-Trillion Dollar Market
Thursday, February 11, 2021 2:02 PM EDT
2U is a promising Ed-tech company that addresses a multi-trillion dollar higher education market.
In this video: TWOU
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HUYA And DOYU 2020 Q3 Earnings Summary
Wednesday, November 11, 2020 12:27 PM EDT
Both firms grew in revenue substantially. However, MAU of HUYA declined, and DOYUs margins declined. Considering the reasonable price, both firms are attractive, but keep an eye on the financials as we advance.
In this article: HUYA, DOYU Also: TCEHY
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Why Lemonades' Revenue Decreased Year Over Year, And The Company Still Smashed Q3 Earnings
Wednesday, November 11, 2020 10:51 AM EDT
Revenue decreased YoY due to accounting changes. The metric for measuring Lemonades' success more precisely is in force premium (IFP). IFP is now at $188.9M, representing a 99% increase YoY and smashing Lemonades guidance by 9%.
In this article: LMND
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Huya And DouYu – China's Enormous Streaming Market A Promising ESports Play
Sunday, November 1, 2020 11:53 AM EDT
By merging, Huya and DouYu will become the biggest streaming platform. Their customers are based in China, a country which is excited about eSports. The development of the fundamentals is rock solid, and so are the balance sheets.
In this article: HUYA, DOYU, TCEHY Also: LK
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Lemonade – Disrupting The Insurance Industry?
Tuesday, October 13, 2020 11:20 AM EDT
The traditional insurance companies are rigid and slow-moving due to their inherent hierarchies and structures. The industry was not disrupted in quite a while. This scenario creates a chance for a fast-moving firm like Lemonade.
In this article: LMND
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Tesla's Estimated CAGR Of 50% For The Upcoming 5 Years: Fairy Tale Or Plausible?
Saturday, September 5, 2020 11:43 AM EDT
Elon Musk forecasts a CAGR of 50% for deliveries. This is an exceptionally high value, but it can be achieved under certain conditions.
In this article: TSLA
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Stratasys – An Exciting Pure 3D Printing Play With Limited Downside Risk
Wednesday, September 2, 2020 8:06 AM EDT
From 2011 to 2012, operating margins were hovering around 15%, if SSYS manages to strengthen margins to the same level, the stock is strongly undervalued.
In this article: SSYS
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Proto Labs - An Exciting Growth Story Lagging Behind Expectations
Thursday, August 13, 2020 8:51 AM EDT
3D-printing market is constantly growing but lagging behind expectations.
In this article: PRLB Also: SSYS, MTLS, DDD
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Deriving Square's Growth Potential By Comparing It With Customer Banking
Thursday, June 11, 2020 8:51 AM EDT
By comparing the consumer banking segment of banks with Square, future revenues of Square can be derived. Squares Revenue/Customer ratio will approach the ones of banks during this decade, which leads to a CAGR of 24% during the next eight years.
In this article: SQ Also: BAC, EFC, HSBC, JPM, TFC, AAPL, PYPL
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Turtle Beach With A Turnaround In 2020?
Tuesday, March 3, 2020 3:30 PM EDT
The fifth generation of gaming consoles is a catalyst for sales. Low expectations leave room for upside surprises. A fair value of $23 signals a great buying opportunity.
In this article: HEAR Also: AMZN
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IRobot Entry Point To A Beaten-Down Growth Stock
Monday, February 17, 2020 7:24 PM EDT
To this date, iRobot shares are down approximately 60% from its ATH of $130. The overall opinion is very negative, reflected in very low earnings expectations.
In this article: IRBT
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Nintendo: A Look Into Nintendo And Its ESports Potential
Monday, February 17, 2020 10:27 AM EDT
Nintendo is focused on the console gaming market, which is decreasing drastically. ESports is a rapidly growing market and Nintendo has the potential to take part in it. Nintendo is neglecting the importance of eSports and online gaming.
In this article: NTDOF, NTDOY Also: TCEHY
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1 to 13 of 13 Posts