Recent Posts

In here you will find both original articles, as well as transcripts of the YouTube videos which are supplemented with the images.

Countach Research Image S&P 500 excluding and including FAAANM
Tobias van Gils

How an approved vaccine can crash the S&P 500

The stock market is underpricing the probability of an approved COVID-19 vaccine by November, according to Goldman Sachs strategists. Their strategists believe that an approved vaccine could lead to a market crash. Common sense calls for the opposite to be true, as a vaccine should be a boost for the economy. In fact, it actually

Read More »
Tobias van Gils

Will Netflix Remain a FAA(N)G Stock?

In the United States, the average household has access to 189 TV channels, yet it only watches 17.5 of those. When it comes to on-demand video streaming, the average American is subscribed to 3.4 services. One of the key determinants for success in the streaming business is quality content. In this article, we’re questioning if

Read More »
Tobias van Gils

The looming risk for US-owned casinos in Macau

JP Morgan recently re-iterated their bullish stance on US-owned Macau Casinos. The research note written by analysts DS Kim and Sean Zhuang forecasts that the annual revenue growth would exceed investors’ expectations. Earlier this year, in January, JP Morgan stated that “Sands remains a low-risk, solid return investment opportunity in Macau”. Though the team at

Read More »
Tobias van Gils

Perhaps the most undervalued tech stock trading at a big discount.

As most of you know, I have a very outspoken opinion on how a software company should be run. When you’re a giant like Salesforce, and you’re operating on a 2.26% margin (July ’19), you’re doing something very fucking wrong. The company I am recommending today is running at 85.24% gross profit margin. The risk of

Read More »
Scroll to Top