Alexander I. Velasquez 6/16/25 Alexander I. Velasquez 6/16/25

Live Nation Entertainment: A DCF-Driven Bear Case

Live Nation Enternatinment (NYSE:LYV) looks ~48% overvalued on my DCF; mixed Q1 (revenue −11%) plus DOJ/FTC scrutiny threaten ticketing margins and vertical integration—why I rate LYV a sell.

Alexander I. Velasquez 4/12/25 Alexander I. Velasquez 4/12/25

Alphabet: Why AI-Powered YouTube Ad Revenue Is Its Growth Catalyst

Alphabet’s (NASDAQ: GOOG)(NASDAQ: GOOGL) AI-powered YouTube ads are driving double-digit growth—and my DCF puts intrinsic value at $270.71 (~45% upside), supporting a strong buy on GOOGL.