revenue

Investidea: Lam Research, because you need plates

Today we have a speculative idea: take stock of the manufacturer of equipment for the production of silicon wafers Lam Research (NASDAQ: LRCX), in order to capitalize on the growth in demand for their products. Growth potential and validity: 14% behind 14 months excluding dividends; 10% per annum during 15 years including dividends.

Investidea: Squarespace, because websites are most needed now

Today we have a very speculative idea: take stock of Squarespace website builder (NYSE: SQSP), in order to capitalize on the rebound of these stocks after a strong fall. Growth potential and validity: 21% behind 14 Months; 66% behind 4 of the year; 121% behind 8 years. Why stocks can go up: they fell a lot and the company may well be bought.

Investidea: Wix, because you need a website

Today we have a very speculative idea: invest in an Israeli Wix website builder (NASDAQ: WIX), in order to capitalize on the rebound of stocks after their strong fall. Growth potential and validity: 27,5% behind 20 Months; 59,5% behind 3 of the year; 125% behind 9 years.

PIK SZ overview: largest Russian developer

"PIK is a specialized developer" (MCX: PIKK) — Russia's largest real estate company, significantly outperforming competitors in terms of the volume of current construction and housing commissioning. About the company In the reporting, the company identifies five operating business segments. Development and construction.

Investidea: Unity Software, because they are the best

Today we have an extremely speculative idea.: take shares in Danish gaming software maker Unity Software (NYSE: U), to cash in on their rebound. Growth potential and validity: 21,5% behind 14 Months; 35,5% behind 2 of the year; 10% per annum during 15 years. Why stocks can go up: recently they fell hard, and the demand for the company's software is great.

Affirm Review: we invest in installments

Affirm (NASDAQ: AFRM) — American installment payment service. The company's business seems to have prospects, but all the positive, seems to be, embedded in the extremely high price of these shares.

Analysis of financial results of AFK Sistema for 3 neighborhood

Sistema JSFC (MOEX:AFKS) is a private Russian investment company, asset portfolio of which consists of many businesses: telecommunication company "MTS", Ozon online store, construction group "Etalon", timber holding Segezha Group, agricultural holding "Step", private medical network "Medsi", pharmaceutical manufacturer Binnopharm Group and other small subsidiaries. Financial results In early December, Sistema presented its financial results for the third quarter of 2021, after the publication of which the company announced its intention to extend its own buyback program. Key financial indicators of the third quarter. Sistema's revenue increased by 22% from 184.89 billion rubles to 225.118 billion rubles. This was mainly due to the growth of key assets.: MTS, Agroholding "Steppe" and Segezha Group, as well as by consolidating the results of Binnopharm Group. Adjusted OIBDA added only 5% up to 75.029 billion rubles. Lower growth rates in comparison with revenue are explained by the fact that, that the loss in Ozon increased, as well as due to the sale of shares of Detsky Mir in the third quarter of 2020. The corporate center's net debt increased by 6% from 210.1 billion rubles to 223.2 billion rubles in comparison with the previous quarter. The main reason is the placement of two new issues of ruble bonds, money from which the company will spend on investments, corporate-wide goals and refinancing of current liabilities. Main financial indicators of Sistema JSFC, млрд рублей 3к2020 3к2021 Изменение Выручка 184,890 225,118 21,8% Adjusted OIBDA 71,662 75,029 4,7% OIBDA margin 39% 33% -6 p.p. Net profit 2,334 0,888 −61,9% Скорректированная чистая прибыль 2,598 2,292 −11,8% Чистый долг корп. center 171,6 223,2 30% MTS. In the third quarter, the telecommunications company paid a dividend to its shareholders for the first half of 2021 and consolidated 100% УК «Система

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