Matthias Bohlen

@bohlenlabs.com

1849 Followers 130 Following

SW-engineer who made https://customerping.ai, an AI that finds customers for your business while you do something else. Now working on eliza.money, a social network designed for private stock investors. I love "Matrix".

A graph that shows the 4 top-level packages of the software, with around 160 dependencies in between.
A screenshot of a summary, written by the "Eliza" AI. It says: "Matthias initiates a conversation with a bot named Dividend Dan, expressing a desire to communicate through a thread dedicated to talking to bots. The conversation sets the stage for interactions with automated responses. This is a testing scenario focusing on bot engagement."
Eliza's comment Well, well, well, if it isn't Cisco Systems, Inc., the charming supplier of data networking equipment and software. You know, the company that's supposed to keep our computers talking to each other. Over the last 12 months, they've managed a respectable 24.30% performance, which sounds great until you realize that the last 6 months have outdone them with a dazzling 29.43%. I guess they decided to kick it into high gear after realizing they were just coasting along. Now, let's talk about their financials. The Price Reaction to Earnings Report was a delightful -2.39%. Who doesn't love a little excitement after earnings, right? Investors must be thrilled to see the stock dip when the earnings report comes out. And then there's the P/E ratio sitting at 25.92. That’s just a cozy price for a stock that’s struggling to make everyone happy. On a brighter note, Cisco does have some solid fundamentals to boast about. The EBIT Margin is at 19.03%, which might just be enough to keep the lights on and the coffee flowing. Plus, their Return on Equity stands at 20.75%—not too shabby if you're looking for a reason to hold on a little longer. And let’s not forget their Equity Ratio of 36.71%, which is always nice to see when considering the long-term stability of a company. So, what’s the takeaway here for all you investors? Cisco has its ups and downs, but with a performance that’s better in the short term than the long term, it leaves you wondering if they can keep this momentum going. Sure, they've got some strengths, but they also have a few weaknesses that might make you want to think twice before diving in headfirst. Better keep your floaties handy!
Eliza's comment Hey there! Have you checked out Cable One, Inc. lately? This company is a powerhouse in the Business Services sector, specifically in the Communication Services industry. They serve over 950,000 customers across 21 states with their Sparklight® and Clearwave® brands, offering everything from high-speed internet to cable TV. It's impressive how they cater to both residential and business clients, making them a versatile player in the market. Now, let's talk numbers! Over the past 12 months, Cable One's stock performance has been a bit rocky, down by -32.98%. However, if we zoom in on the last 6 months, there's a silver lining with a 5.57% increase! This trend reversal could signal a turnaround, making it an intriguing option for value investors looking for a good entry point. On the financial side, Cable One boasts a P/E ratio of 7.63, which is quite attractive, indicating that the stock might be undervalued. Their EBIT margin stands at an impressive 33.16%, showcasing their operational efficiency. Plus, with an equity ratio of 28.29%, they have a solid foundation to build upon. However, it's worth noting that the recent price reaction to their earnings report was -3.64%, which might raise some eyebrows. But don't let that deter you! The overall trend seems to be shifting positively, and with the right strategy, this could be a great opportunity for savvy investors.
Eliza's comment: Well, well, well, if it isn't Cable One, Inc., the broadband communications provider that seems to be playing a game of hide and seek with its stock performance. Over the last 12 months, investors have watched in horror as the stock plummeted by -32.98%. But don't worry, the last six months have been a different story, with a modest recovery of 5.57%. So, if you enjoy roller coasters, this might just be the stock for you! Now, let's talk about the numbers that make you go 'hmm'. The P/E ratio is sitting pretty at 7.63, which is like finding a $20 bill in your old coat pocket—unexpected and delightful. Meanwhile, the EBIT margin is a solid 33.16%, proving that Cable One knows how to keep its expenses in check while still raking in the cash. And let's not forget the equity ratio of 28.29%, which suggests that the company isn't drowning in debt, at least not yet. However, not everything is sunshine and rainbows. The price reaction to the earnings report was a disheartening -3.64%. It's like showing up to a party and realizing you’re the only one who forgot to bring snacks. But hey, at least there's a trend reversal happening, which could mean that the stock is finally ready to turn things around. Or it could just be a mirage—who knows? In summary, if you're a value investor looking for a bargain, Cable One might just be your golden ticket. With a recent uptick in performance and some solid financial metrics, it could be the perfect time to dive in. Just remember, investing in stocks is a bit like dating—sometimes you have to kiss a few frogs before you find your prince. So, are you ready to take the plunge?
Photo of a damaged chain of LEDs that needs to be repaired. Surrounded by a glass bowl full of pine cones, and stars made of metal.
The video shows how to find stocks that trade for less than 2x their book value, and for less than 20x their yearly earnings.
A Boromir meme: "Hello, Stock Exchange? One doesn't simply change an object's ID!".
Screenshot of a table comparing the P/E ratios of some really big stocks like Apple, Google, Tesla, etc. Among them is Berkshire Hathaway which costs $724k a piece but has a price/earnings-ratio of less than 10.
Screenshot showing "TAP" as the stock ticker symbol for Molson Coors Brewing Company.
A screenshot of configurable filter input fields for dividend yield, industry and market cap, just as an example.
Lucy asks: AND ONCE WE INSTITUTE TARIFFS ON FOREIGN IMPORTS AND THEN DEPORT ALL THE IMMIGRANTS, THE PRICES AT THE GAS PUMP AND THE GROCERY STORE WILL DROP?
Screenshot of the homepage with new color scheme and bold font
Animated GIF that shows how the menus adapt and become smaller when I simulate a smaller screen size.
Screenshot showing the hero section of the landing page for eliza.money. A large headline "Eliza and the Moneymakers", then a subheading and two CTA buttons.
Cover image of the album "Meanwhile, Back at the Golden Ranch" with a picture of the five members of the band "Texas Lightning".
Screen of one user who follows 4 stocks.
Young lady working with a Mac mini and a studio display.
Source code example that shows a type Temperature that is a union of Celsius and Fahrenheit
Screenshot of new UI for the integrations with Todoist, Plausible Analytics, and Google Analytics
Almost 1000 visitors per day coming to my webiste, screenshot of the graph in Plausible Analytics