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3,135 Posts.

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05/12/24

06:59

Post #: 76923759
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Originally posted by saintex: ↑

Life 360Even if is at an historical high, this stock is probably worth watching for several reasons :
- main one is probably that they have a high level of sticky users that they can better monetise (they are introducing advertising, which has probably a significant potential for them),
- most of their business is done in the US, so they are a large beneficiary of the USD strength (90 % of revenues from North America),
- the expected change of regulation for social media companies (cf what's happening in Australia) may also be in favour of a company like Life 360, which has no particular problem regarding its content,
- other interesting elements : they were able to largely increase their prices in 2022 (without impacting their number of customers), while they also have now a large operating leverage (cf operating cost growth vs revenue growth),

The stock is expensive based on last published results.
But, based on their potential revenues and margins* in 3 to 5 years, it may be an interesting stock.

* margin on ad is high for social media companies.

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Interesting article on competition for NVIDIA and the next stage of AI - original source NY Times
https://www.theage.com.au/business/companies/bigger-in-texas-the-furious-battle-to-topple-the-world-s-most-valuable-company-20241204-p5kvq1.html
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