J'investis 40 000$ dans cette action sous-évaluée

🏆 My investment method: https://www.financeoptimale.com/club 📞 Book your FREE AUDIT to learn more: https://app.iclosed.io/e/financeoptim... MSCI falls 14% despite good results, and I increase my position. Google posts its first-ever negative free cash flow. Tesla is trading at 265 times earnings for a disastrous quarter. Three earnings reports, one lesson: valuation and Capex profitability are the deciding factors. In this market review, I analyze three sets of results. MSCI reports 12% organic growth and nearly 20% increase in earnings per share, but the market panics over rising expenses and weak cash flow. I explain why I believe the stock has returned to its historical median and why CEO Henry Fernandez is taking on debt to buy back shares on a massive scale. Google posted record earnings driven by an 82% growth in its cloud business, but slipped into negative free cash flow for the first time, with a misleading P/E ratio of 15 inflated by non-operating gains on its investments. I prefer Amazon, MetaTrader, or Microsoft for better margins of safety. Finally, Tesla delivered a difficult quarter with declining automotive margins, soaring capital expenditures, and a profit per car of around $800, all at 265 times earnings. The common thread remains valuation, debt, capital allocation, and the reluctance to overexpose oneself to AI giants. ⏱️ Chapters 00:00 Weekly Performance 02:06 MSCI: Results in Detail 04:07 What the CEO Is Hiding About Growth 05:32 Retention Rate Within Range 07:30 Debt to Buy Back Shares 09:19 A CEO Full of Confidence 13:52 The Analytics Segment Collapses 16:37 Cash Inflow Worries the Market 20:16 Valuing MSCI and the Bonus Level 22:31 Why MSCI Remains a Great Opportunity 24:45 Google Takes a Beating 25:44 The First Negative Free Cash Flow in Its History 28:12 CAPEX Doubles and Guidance Raised 30:40 The P/E Ratio of 15 Is Misleading 33:04 Valuing Google Based on Operating Cash Flow 34:37 ​​Why I Prefer Amazon and Meta 35:16 Tesla: A Quarter Awful 36:19 $800 profit per car 38:50 The very high-risk transition 39:29 Tesla at 265 times earnings 40:22 Innovation isn't enough, you have to be profitable ⚠️ Disclaimer: This video is provided for informational and educational purposes only. It does not constitute investment advice, a personalized recommendation, or an inducement to buy or sell any financial asset. Investing involves the risk of capital loss. Do your own research or consult a licensed advisor before making any decisions. #StockMarket #Google #Tesla