Скачать или смотреть Oddity Tech Stock Analysis: AI Beauty Giant with Strong Fundamentals?

Oddity Tech Stock Analysis: Why I’m passing on this profitable, AI-driven compounder despite a 4x upside potential.

In today's video, we dive deep into Oddity Tech to evaluate its "Rule of 40" financials, AI-powered business model, and future growth through new brands like Methodic. We walk through our complete investment spreadsheet—covering bear, base, and bull case valuations—to see if the stock aligns with its 20% growth guidance. Finally, I explain the concept of "diworsification" and why having a high conviction in this company isn't enough to earn it a spot in my concentrated portfolio.

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Chapters:
0:00 Intro & Investment Disclaimer
0:56 What is Oddity Tech?
2:53 The AI Advantage & Business Model
4:59 Bear Case: Risks & Competition
8:02 Bull Case: Future Growth Drivers
12:00 Historical Growth & Execution
14:56 Balance Sheet & Key Financial Metrics
18:37 Competitive Moat & Market Analysis
23:42 Valuation Models: Bear, Base, & Bull
27:45 Final Buy Checklist Score
31:18 The "Diworsification" Lesson: Why I Pass