x.com/@Qualtrim
Bio
Qualtrim is a stock analysis platform founded by Joseph Carlson. The platform provides AI-powered stock analysis, DCF calculators, and other tools to assist investors in making informed financial decisions. It is often mentioned in the context of the Joseph Carlson Show, a popular YouTube channel about investing. Focused on investing.
Ideas
4 Ideas
AppLovin's stock price is fundamentally disconnected from it's operating cash flows
AppLovin's stock price is fundamentally disconnected from it's operating cash flows. The company is guiding +52% growth.
Duolingo reported 135.3 million monthly active users in Q3
Duolingo reported 135.3 million monthly active users in Q3. What impact do you think the Super Bowl had?
Google's investment thesis summarized
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Margins expanding to 23.7%
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$155B Cloud backlog (+46% QoQ)
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Cloud revenue accelerating (+34% YoY)
Netflix is trading at the same levels it did in November 2024
Netflix is trading at the same levels it did in November 2024, -33.5% from all-time highs.