Disclaimer:

Disclaimer: The blog posts and comments on this blog and posts on social networks are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is". The blog is stocks analysis and valuation, Bitcoin, Cryptocurrencies, Artificial Intelligence, AI, deep-learning focused. Independent, unbiased AI insights. Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blog posts on this blog and posts on social networks. Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blog post and posts on social networks! The blog is property of Wolfteam Ltd. www.wolfteamedge.com Respectfully yours, Petar Posledovich

Saturday, October 29, 2022

Are Cloud Stocks Dead?


Not all.

Many, but not most cloud stocks active today will thrive long term, as far as I am concerned.

Most cloud stocks, however have lost 55 % or more of their market capitalisations from their recent peaks.

Value investing is again about to enter prime time.

The cloud based products companies that will survive and ultimately thrive are the ones that have raised enough cash, that is still on their balance sheets and are currently at somewhere around - 20 % or lower in absolute value negative net profit margins.

Cash is king, again. At least on the balance sheet.




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