I've bought into Synopsys based in part on your communications here and growing more confident in holding long term. Looks likes a great company and I'm delighted to be on board.
Great info, incredible how quick the market reacts to news, the stock price is currently sitting at $551USD which is way above your best case scenario meaning the company is currently overvalued.
Great work as always. I was falling asleep to this video so just a algo comment now before the rewatch. At least Synopsys, Cadence and Broeadcom will find their way in my portfolio on the next dip.LAM, KLA are some hot candidates too.
No problem, I’ll likely buy Cadence once it drops to my intrinsic value. As for Broadcom, I need to look into the business more. These semiconductor companies are all benefitting from AI.
Yeah, Synopsys has a long history of acquiring other businesses. Ansys is the biggest one so far. I’m pretty sure they will achieve some of the cost/revenue synergies they’re targeting.
Would it make sense to buy Ansys, wait a year, receive half the proceeds in Synopsys stock. Then use the cash to buy Synopsys stock. Would this be cheaper than buying Synopsys shares right now
Very good question. I think that’s a merger arbitrage strategy. I have never tried this strategy myself, but it makes sense to buy Ansys below its implied acquisition price: “The implied per share consideration of $390.19, based on the closing price of Synopsys common stock of $559.96 as of December 21, 2023, represents a premium of approximately 29% over Ansys’ closing stock price on December 21, 20235 and a premium of approximately 35% to Ansys’ 60-day volume-weighted average price for the period ending on the same date. Under the terms of the agreement, Ansys shareholders are expected to own approximately 16.5% of the combined company on a pro forma basis.”
Subscribe, very very good content. Could you say, where placed your tutorail video for premium users? It is very important for me, because sometime I use text version for translate information
Good question, my Patreon videos have the auto create subtitles but not the auto-translate. They’re all in English, not sure how you can auto-translate them.
Seems like a very steep price to pay, hope they know what they are doing...I am gonna stand on sidelines on this...since I am not sure if they are getting enough MOAT to justify this move. Great video, btw!
👏👏👏👏👏If you like my channel and want to support it, here is how you can help: www.patreon.com/IntelligentInvestorChannel
Thank you for your analysis Victor, keep up the good work :)
Thanks!
I've bought into Synopsys based in part on your communications here and growing more confident in holding long term. Looks likes a great company and I'm delighted to be on board.
Nice I am glad your still doing vids... I felt like seeing a Christmas tree and getting some knowledge
😂
Its overvalued. But I can see it continue to climb during the bull market. I will wait for a correction and prefer to buy this over many other stocks
Great info, incredible how quick the market reacts to news, the stock price is currently sitting at $551USD which is way above your best case scenario meaning the company is currently overvalued.
Great work Victor!
Thanks for watching again!
Great work as always. I was falling asleep to this video so just a algo comment now before the rewatch. At least Synopsys, Cadence and Broeadcom will find their way in my portfolio on the next dip.LAM, KLA are some hot candidates too.
No problem, I’ll likely buy Cadence once it drops to my intrinsic value. As for Broadcom, I need to look into the business more. These semiconductor companies are all benefitting from AI.
Thank you very much for your profound analysis.
I also own synopsys, the acquisition is beneficial imo not overpriced like activision for msft. I d love to see lam research or kla corp next here 😊
Yeah, Synopsys has a long history of acquiring other businesses. Ansys is the biggest one so far. I’m pretty sure they will achieve some of the cost/revenue synergies they’re targeting.
New sub here! appreciate the time spent on research on these companies.
Thanks for watching!
Be the first CZcamsr to break down AZPN
merci bien
You are great with your valuable infimation
This stock does not seem to retract much. DCA folks. Do you have a Cadence Design analysis, if not let's see one please.
Not yet I’ll make a Cadence Design analysis soon.
Nice
Would it make sense to buy Ansys, wait a year, receive half the proceeds in Synopsys stock. Then use the cash to buy Synopsys stock. Would this be cheaper than buying Synopsys shares right now
Very good question. I think that’s a merger arbitrage strategy. I have never tried this strategy myself, but it makes sense to buy Ansys below its implied acquisition price: “The implied per share consideration of $390.19, based on the closing price of Synopsys common stock of $559.96 as of December 21, 2023, represents a premium of approximately 29% over Ansys’ closing stock price on December 21, 20235 and a premium of approximately 35% to Ansys’ 60-day volume-weighted average price for the period ending on the same date. Under the terms of the agreement, Ansys shareholders are expected to own approximately 16.5% of the combined company on a pro forma basis.”
In your DCF model what are you using as your discount rate?
I used 9%. I mentioned it in the video. You can use a higher discount rate if you want to be more conservative.
If you would have to buy one ETF and hold forever would you choose S&P500 or Nasdaq 100 ?
QQQ
QQQ
@@MrWetube87 why?
@@kingriteh why ?
Look at the portfolio and their weighting. Decide based on the quality of company. Also look at the Expense Ratio.
Subscribe, very very good content. Could you say, where placed your tutorail video for premium users? It is very important for me, because sometime I use text version for translate information
Thanks everything is in my Patreon Blog. The link is in the video description.
@@TheIntelligentInvestor Can Patreon make auto-translate or auto create subtitles?
Good question, my Patreon videos have the auto create subtitles but not the auto-translate. They’re all in English, not sure how you can auto-translate them.
10:28 China, Includes Taiwan ? Or not ?
Can you do Roblox again? Or thoughts
Sssiiinopsis
:)
Seems like a very steep price to pay, hope they know what they are doing...I am gonna stand on sidelines on this...since I am not sure if they are getting enough MOAT to justify this move.
Great video, btw!
Trey definitely have a great moat!! Do your DD
@@jamilbiotech91 Maybe their moat is amazing, super dominant... But revenue is not showing that...Will see if it changes in the future