Is STEM A 10x? This Energy Storage Disruptor Has Huge Potential, but Uncertainties Exist (Analysis) |
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0:00 What does STEM Inc (STEM Stock) Do? Key seller of battery storage solutions
01:05 Two major parts: Hardware and Software 2:10 The STEM hardware installation business 8:21 The Software business of STEM inc (Athena) 10:37 The Short Report from Blue Orca - My full take on it 18:30 Financials - Revenue growth, revenue headwinds, competition, growth runway, total addressable market, and more 20:51 Any near term bankruptcy risk? + Gross margins, cash on hand, cash runway, debt, dilution, revenue per employee (productivity), insider ownership, founder-led 24:22 Valuation of the stock (EV/TTM Gross Profit), stock price, and final commentary on the stock 27:10 Thanks for watching! Please like and subscribe! In this video, I analyze STEM Inc stock as an investment and try to answer the question: is it a potential 10x? will it be a good investment for me? I explore the business, including the battery sales, whether the Inflation Reduction Act (IRA) will help their business, I distinguish the Software from the hardware business, explain whether Tesla its Autobidder and Tesla megapacks could be competitors, and I explain the benefit of the STEM products as well. I then analyse the stock's financials, and try to answer whether I believe STEM would be a good investment or not. I come to the conclusion that it is too hard for me to decide, and I will not be buying the stock. As always, this video is NOT investment advice, and none of the contents should be construed as such. I do not make short-term or long-term price predictions for any stock investment, and all words spoken in this video are for entertainment purposes ONLY . Also my Avatar was created with readyplayer.me, a great tool for creating metaverse-ready 3D avatars. |