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Nicola Guida

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  • Micah Martin 2012-05-09 08:00
    Nicolas73: Hi Micah,
    I just want to congratulate with you for your article on NPK and...the wonderful outcome.

    Looking forward to hear from you

    Nicola
    Hi Nicholas73,

    Thank you for your kind words! NPK was a fascinating company to research and it was a fun article to write.

    Thanks again,
    Micah
  • ecotycoon 2012-03-21 16:59
    Nicolas73: Hi J-F,

    thank you for your comment.

    I mostly agree with you, but I think the market is overreacting on
    RIMM.

    There's much more value here than the
    impatient to read this article.
  • ecotycoon 2012-03-19 19:35
    Nicolas73 : Hi ecotycoon, thank you very much for your reply! You gave me a better picture of Canada companies (and stocks). I agree with you on the fact that an haha the famous RIMM, well i realy don't know sometime it's not all about value, even if it's realy well under value the company. PPeople need to find out about the underlying value before the value decrease more! I know Prem Watsa buy a lot of RIM, i even think he is the third investor right now, but wath is funny is ...
  • ecotycoon 2012-03-18 17:00
    Nicolas73 : Hi ecotycoon, I've seen from your Profile that you live in Canada. I'm italian, but I have a part of my family in Toronto (I've never been there, but Personnaly i hate most of canadian stock, the business is almost alll about comodities. There's a lot of speculation about comodities, and it's hard to know the real value of a company that are about commodity because they generate income from price of commodities that are relying on speculation. Because most of the game is abou ...

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  • Nicola Guida commented on Nicola Guida's article 04-09 14:05
    Just Eat Is About to Take Away Grubhub
    Introduction Just Eat Takeaway.com N.V. (XAMS:TKWY) (TKAYY) is a food delivery company. It is the product of a recent merger between Takeaway.com...
    View all 2 comments
    Nicola Guida 04-09 15:05
    • Hi Praveen, thank you for your comment.

      I would buy the stock if, when the company will slow down investments, it will prove to have reasonable and stable Gross/Net/FCF margins (it could be too late, I know, but first rule is don't lose money). I am not referring to the acquisition of Grubhub, which is like a bet on U.S., but it would be nice to see greater margins in Europe. While I like the business model and the company plan, I have doubts about the actual profitability of the business; I feel that the opportunity cost of getting stuck with it could be too high, of course just my opinion. I will continue to monitor the situation anyway.

      Best, Nicola
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