Growth & Total Return Weekly Chat

This is the forum for Growth & Total Return discussion on Seeking Alpha. A new chat begins every two weeks, and all previous blogs are listed in chronological succession on the main chat page. We won’t be doing any comment cleanup in the new chat, and users will always be able to refer back to previous discussions.

With Donald Trump elected to serve as the next US President, what Growth & Total Return stock ideas do you think stand to benefit from his next term?

More on Today’s Markets:

Since I initiated my coverage of Palantir (NYSE:PLTR) back in January, the stock is coming close to being up 200%. The story is still in its infancy, despite the company being founded 20 years ago. For each passing quarter, we are given more information to digest in order to further our understanding of the business. However, no quarter to date has been as pivotal as Palantir’s Q3 2024 results. Not because of Palantir reaching a 30% year-over-year (YoY) growth rate, but because of what the composition of that 30% growth rate implies. For example, most of my questions and concerns in my previous article regarding sustainability of efficient growth were answered. In this article, I will provide you with all the details of the quarter and what conclusions we can draw from them to revalue the business.

AppLovin Corp. (NASDAQ:APP) is a $57 billion software company that operates a dynamic mobile marketing platform. In the last 12 months, the stock has taken on a 500% surge, significantly outperforming the S&P 500’s 37% climb. Its financials also paint a picture of a rapid ascension with a 39% jump on the topline, a 188% jump on operating profit, and a 300% jump on the bottom line, all on a YoY basis, in its most recent quarterly results. With a 40% insider ownership, and a shareholder friendly approach which includes share buybacks, it is hard not to be impressed by the potential of the stock. To make things even better, its valuation seems relatively attractive, when compared to its peers in the software space. I rate the stock as a buy.

I described my value bona fides in a 10/26/24 article on WAB. I did it under the sub-heading that began “I Take This Situation as a Cue….” Wearing my lawyer hat… I hereby repeat, reiterate, and restate all those paragraphs as if fully set forth herein. I’ll add something now. I had a terrific front-row seat to the turn of the century dot-com crash. And I actually did well at the time. Many around me were piling into hyped up corporate garbage. I didn’t do that. Instead, I fiddled with Market Guide for Windows (a now defunct CD screener). I created and used value screens to hold my head over water and even make some money.

Despite plans from many environmentalists and politicians like John Kerry to reduce emissions, the United States did not move away from oil. In fact, as most of you may know, it used its shale capabilities to become a dominant force, producing more oil than any other nation in the history of the world. Although the data below includes voluntary cuts from OPEC, the U.S. produces roughly 50% more oil than Saudi Arabia. In 2013, it produced more than two million barrels per day less than Saudi Arabia and Russia, as the EIA data below shows.

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